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Morgan Stanley Trusts

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$73 ($0)
Filed 2018-08-15
Karpus Management, Inc.
CLOSED
Shares0 from 2,204,676
Change-2,204,676 (-100%)
Value$0 (-$41.5K)
Filed 2018-08-14
1607 Capital Partners, LLC
CLOSED
Shares0 from 630,820
Change-630,820 (-100%)
Value$0 (-$11.9K)
Filed 2018-08-14
SIT Investment Associates Inc
CLOSED
Shares0 from 616,775
Change-616,775 (-100%)
Value$0 (-$11.6K)
Filed 2018-07-19
Icon Advisers Inc
CLOSED
Shares0 from 544,845
Change-544,845 (-100%)
Value$0 (-$10.3K)
Filed 2018-08-03
Rivernorth Capital Management, LLC
CLOSED
Shares0 from 246,874
Change-246,874 (-100%)
Value$0 (-$4.6K)
Filed 2018-08-14
Wells Fargo & Company
CLOSED
Shares0 from 204,002
Change-204,002 (-100%)
Value$0 (-$3.8K)
Filed 2018-08-01
Wolverine Asset Management LLC
CLOSED
Shares0 from 44,871
Change-44,871 (-100%)
Value$0 (-$844)
Filed 2018-08-14
Raymond James & Associates
CLOSED
Shares0 from 33,303
Change-33,303 (-100%)
Value$0 (-$627)
Filed 2018-08-14
Duncker Streett & Co Inc
CLOSED
Shares0 from 22,302
Change-22,302 (-100%)
Value$0 (-$420)
Filed 2018-07-23
Aviance Capital Partners, LLC
CLOSED
Shares0 from 21,126
Change-21,126 (-100%)
Value$0 (-$397)
Filed 2018-08-10
UBS Group AG
CLOSED
Shares0 from 21,047
Change-21,047 (-100%)
Value$0 (-$396)
Filed 2018-08-14
Morgan Stanley
CLOSED
Shares0 from 17,971
Change-17,971 (-100%)
Value$0 (-$338)
Filed 2019-04-23
Point View Financial Services, Inc.
CLOSED
Shares0 from 15,630
Change-15,630 (-100%)
Value$0 (-$294)
Filed 2018-08-08
Yakira Capital Management, Inc.
CLOSED
Shares0 from 14,120
Change-14,120 (-100%)
Value$0 (-$266)
Filed 2018-08-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 13,771
Change-13,771 (-100%)
Value$0 (-$259)
Filed 2018-07-31
Raymond James Trust N.A.
CLOSED
Shares0 from 12,160
Change-12,160 (-100%)
Value$0 (-$229)
Filed 2018-11-26
MML Investors Services, LLC
CLOSED
Shares0 from 11,411
Change-11,411 (-100%)
Value$0 (-$215)
Filed 2018-08-13
M&R Capital Management Inc
CLOSED
Shares0 from 7,400
Change-7,400 (-100%)
Value$0 (-$139)
Filed 2018-08-08
Royal Bank of Canada
CLOSED
Shares0 from 6,900
Change-6,900 (-100%)
Value$0 (-$130)
Filed 2018-08-14
Bank of America Corp
CLOSED
Shares0 from 5,529
Change-5,529 (-100%)
Value$0 (-$104)
Filed 2018-08-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED
Shares0 from 4,001
Change-4,001 (-100%)
Value$0 (-$75)
Filed 2018-08-14
US Bancorp \de\
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$66)
Filed 2018-08-08
Advisor Group, Inc.
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$45)
Filed 2018-08-13
IFP Advisors, Inc
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$19)
Filed 2019-06-03
SEI Investments Co
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$15)
Filed 2018-08-03
Advantage Investment Management, LLC
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$6)
Filed 2018-08-13
Status
Ladenburg Thalmann Financial Services Inc
UNCHANGED3,8553,85500%$73$73$02018-08-15
Karpus Management, Inc.
CLOSED02,204,676-2,204,676-100%$41.5K$0-$41.5K2018-08-14
1607 Capital Partners, LLC
CLOSED0630,820-630,820-100%$11.9K$0-$11.9K2018-08-14
SIT Investment Associates Inc
CLOSED0616,775-616,775-100%$11.6K$0-$11.6K2018-07-19
Icon Advisers Inc
CLOSED0544,845-544,845-100%$10.3K$0-$10.3K2018-08-03
Rivernorth Capital Management, LLC
CLOSED0246,874-246,874-100%$4.6K$0-$4.6K2018-08-14
Wells Fargo & Company
CLOSED0204,002-204,002-100%$3.8K$0-$3.8K2018-08-01
Wolverine Asset Management LLC
CLOSED044,871-44,871-100%$844$0-$8442018-08-14
Raymond James & Associates
CLOSED033,303-33,303-100%$627$0-$6272018-08-14
Duncker Streett & Co Inc
CLOSED022,302-22,302-100%$420$0-$4202018-07-23
Aviance Capital Partners, LLC
CLOSED021,126-21,126-100%$397$0-$3972018-08-10
UBS Group AG
CLOSED021,047-21,047-100%$396$0-$3962018-08-14
Morgan Stanley
CLOSED017,971-17,971-100%$338$0-$3382019-04-23
Point View Financial Services, Inc.
CLOSED015,630-15,630-100%$294$0-$2942018-08-08
Yakira Capital Management, Inc.
CLOSED014,120-14,120-100%$266$0-$2662018-08-13
Commonwealth Equity Services, LLC
CLOSED013,771-13,771-100%$259$0-$2592018-07-31
Raymond James Trust N.A.
CLOSED012,160-12,160-100%$229$0-$2292018-11-26
MML Investors Services, LLC
CLOSED011,411-11,411-100%$215$0-$2152018-08-13
M&R Capital Management Inc
CLOSED07,400-7,400-100%$139$0-$1392018-08-08
Royal Bank of Canada
CLOSED06,900-6,900-100%$130$0-$1302018-08-14
Bank of America Corp
CLOSED05,529-5,529-100%$104$0-$1042018-08-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED04,001-4,001-100%$75$0-$752018-08-14
US Bancorp \de\
CLOSED03,500-3,500-100%$66$0-$662018-08-08
Advisor Group, Inc.
CLOSED02,400-2,400-100%$45$0-$452018-08-13
IFP Advisors, Inc
CLOSED01,050-1,050-100%$19$0-$192019-06-03
SEI Investments Co
CLOSED0812-812-100%$15$0-$152018-08-03
Advantage Investment Management, LLC
CLOSED0349-349-100%$6$0-$62018-08-13
Showing 27 of 27 institutions