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Morgan Stanley
Q1 2019 vs Q2 2023
Comparing institutional holders between quarters
Quarters
Q2 2023
Q1 2019
Q4 2018
Q3 2018
Q2 2018
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Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
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Q2 2023 shares — high to low
Q2 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2023 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Cornerstone Planning Group LLC
NEW
Shares
24
Change
+24
Value
$23.2K
Filed 2023-08-15
Sonora Investment Management, LLC
N/A
Shares
—
from 20,000
Change
-20,000
(-100%)
Value
—
Institution
Status
Q2 2023 ↓
Q1 2019
Change
% Change
Q1 2019 Value
Q2 2023 Value
Value Change
Filed
Cornerstone Planning Group LLC
NEW
24
—
+24
—
—
$23.2K
—
2023-08-15
Sonora Investment Management, LLC
N/A
—
20,000
-20,000
-100%
$20
—
—
—
Showing 2 of 2 institutions