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 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
496+ 3.4% |
$37.3K - $46.1K
|
15.1K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
494+ 3.31% |
$37.2K - $46K
|
15.4K
$1.84M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
491+ 8.19% |
$37K - $45.7K
|
6.49K
$775K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
490+ 0.77% |
$36.9K - $45.6K
|
64.2K
$7.66M
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
489+ 4.16% |
$36.8K - $45.5K
|
12.2K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
488+ 9.1% |
$36.7K - $45.4K
|
5.85K
$699K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
486+ 14.05% |
$36.6K - $45.2K
|
3.95K
$471K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
480+ 5.17% |
$36.1K - $44.7K
|
9.77K
$1.17M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
475+ 16.02% |
$35.8K - $44.2K
|
3.44K
$411K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
474+ 47.35% |
$35.7K - $44.1K
|
1.48K
$176K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
474+ 4.12% |
$35.7K - $44.1K
|
12K
$1.43M
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
470+ 0.73% |
$35.4K - $43.7K
|
64.6K
$7.71M
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
462+ 4.98% |
$34.8K - $43K
|
9.75K
$1.16M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
460+ 0.44% |
$34.6K - $42.8K
|
105K
$12.6M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
459+ 3.65% |
$34.6K - $42.7K
|
13K
$1.56M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
458+ 1.91% |
$34.5K - $42.6K
|
24.5K
$2.92M
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
450New |
$33.9K - $41.9K
|
450
$53.7K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
441+ 3.9% |
$33.2K - $41K
|
11.8K
$1.4M
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
425+ 16.35% |
$32K - $39.5K
|
3.03K
$361K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
424+ 7.41% |
$31.9K - $39.4K
|
6.14K
$734K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
417New |
$31.4K - $38.8K
|
417
$49.8K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
413+ 57.6% |
$31.1K - $38.4K
|
1.13K
$135K
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$47.8K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
400+ 3.47% |
$30.1K - $37.2K
|
11.9K
$1.43M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$47.8K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$47.8K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
386New |
$29.1K - $35.9K
|
386
$46.1K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
386+ 3.37% |
$29.1K - $35.9K
|
11.8K
$1.41M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
377+ 5.69% |
$28.4K - $35.1K
|
7K
$837K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 2.53% |
$28.2K - $34.9K
|
15.2K
$1.82M
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
374+ 4.27% |
$28.2K - $34.8K
|
9.14K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
374+ 2.58% |
$28.2K - $34.8K
|
14.8K
$1.77M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
371+ 3.36% |
$27.9K - $34.5K
|
11.4K
$1.36M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
369+ 12.53% |
$27.8K - $34.3K
|
3.32K
$396K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
366+ 3.96% |
$27.6K - $34.1K
|
9.6K
$1.15M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
357New |
$26.9K - $33.2K
|
357
$42.6K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 14.82% |
$26.7K - $32.9K
|
2.74K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
348+ 6.33% |
$26.2K - $32.4K
|
5.84K
$698K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
338New |
$25.5K - $31.4K
|
338
$40.4K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
331+ 12.93% |
$24.9K - $30.8K
|
2.89K
$345K
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
322+ 2.37% |
$24.2K - $30K
|
13.9K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
317+ 3.32% |
$23.9K - $29.5K
|
9.88K
$1.18M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
312New |
$23.5K - $29K
|
312
$37.3K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 5.51% |
$23.5K - $29K
|
5.98K
$714K
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
310+ 0.57% |
$23.3K - $28.8K
|
54.5K
$6.51M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
308New |
$23.2K - $28.7K
|
308
$36.8K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
305+ 0.97% |
$23K - $28.4K
|
31.6K
$3.78M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
301+ 5.15% |
$22.7K - $28K
|
6.14K
$734K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$35.8K
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
300+ 10.23% |
$22.6K - $27.9K
|
3.23K
$386K
|