Purchases and Sales Made in Q4 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 2022. The information is specifically focused on institutions that hold shares of MORGAN STANLEY.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.37K+ 17.8% |
$103K - $127K
|
9.05K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 1.49% |
$101K - $124K
|
90.8K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.34K+ 57.36% |
$101K - $124K
|
3.67K
$438K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.92% |
$101K - $124K
|
35.3K
$4.22M
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.33K+ 1.86% |
$100K - $124K
|
73K
$8.72M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.33K+ 8.97% |
$100K - $124K
|
16.2K
$1.93M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.32K+ 4.05% |
$99.5K - $123K
|
34K
$4.06M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.3K+ 19.84% |
$98K - $121K
|
7.86K
$939K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.3KNew |
$98K - $121K
|
1.3K
$155K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$97.4K - $120K
|
1.29K
$155K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.28K+ 6.19% |
$96.2K - $119K
|
21.9K
$2.62M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.27KNew |
$95.8K - $118K
|
1.27K
$152K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.26KNew |
$94.5K - $117K
|
1.26K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.23K+ 2.58% |
$92.5K - $114K
|
48.9K
$5.84M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.21KNew |
$91.3K - $113K
|
1.21K
$145K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.19K+ 0.47% |
$89.4K - $110K
|
252K
$30M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18KNew |
$89.2K - $110K
|
1.18K
$141K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 25.18% |
$88.6K - $109K
|
5.85K
$698K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.15K+ 9.72% |
$86.8K - $107K
|
13K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.14K+ 1.16% |
$86K - $106K
|
99.7K
$11.9M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14K+ 13.01% |
$85.9K - $106K
|
9.91K
$1.18M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.12K+ 20.91% |
$84.5K - $104K
|
6.49K
$775K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.12K+ 14.19% |
$84.3K - $104K
|
9.01K
$1.08M
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
1.12K+ 12.49% |
$84.3K - $104K
|
10.1K
$1.2M
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.1K+ 23.67% |
$82.8K - $102K
|
5.75K
$686K
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 20.07% |
$82.7K - $102K
|
6.57K
$785K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.08K+ 0.24% |
$81.6K - $101K
|
459K
$54.8M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.06K+ 1.92% |
$79.4K - $98.2K
|
55.9K
$6.68M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.06K+ 188.39% |
$79.4K - $98.2K
|
1.62K
$193K
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.04K+ 24.44% |
$77.9K - $96.3K
|
5.27K
$629K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.03KNew |
$77.6K - $95.9K
|
1.03K
$123K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01K+ 19.43% |
$76.4K - $94.3K
|
6.23K
$744K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
985+ 6.62% |
$74.2K - $91.6K
|
15.9K
$1.89M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
984+ 4.26% |
$74.1K - $91.6K
|
24.1K
$2.88M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
979+ 31.95% |
$73.7K - $91.1K
|
4.04K
$483K
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
978+ 1.55% |
$73.6K - $91K
|
63.9K
$7.63M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
970+ 6.8% |
$73K - $90.2K
|
15.2K
$1.82M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
968+ 2.84% |
$72.9K - $90.1K
|
35.1K
$4.19M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
953New |
$71.8K - $88.7K
|
953
$114K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
952+ 22.62% |
$71.7K - $88.6K
|
5.16K
$616K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
944+ 58.89% |
$71.1K - $87.8K
|
2.55K
$304K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
943+ 15.66% |
$71K - $87.7K
|
6.96K
$832K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
937+ 2.52% |
$70.6K - $87.2K
|
38.1K
$4.55M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
927+ 2.4% |
$69.8K - $86.2K
|
39.6K
$4.72M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
915+ 32.96% |
$68.9K - $85.1K
|
3.69K
$441K
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
910+ 6.18% |
$68.5K - $84.7K
|
15.6K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
895+ 21.9% |
$67.4K - $83.3K
|
4.98K
$595K
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
889+ 2.83% |
$66.9K - $82.7K
|
32.3K
$3.86M
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
846+ 18.35% |
$63.7K - $78.7K
|
5.46K
$652K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
845New |
$63.6K - $78.6K
|
845
$101K
|