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 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 6.98% |
$22.6K - $27.9K
|
4.6K
$549K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$35.8K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298+ 0.66% |
$22.4K - $27.7K
|
45.3K
$5.41M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
296+ 3.88% |
$22.3K - $27.5K
|
7.93K
$947K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
291+ 36.6% |
$21.9K - $27.1K
|
1.09K
$130K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
290+ 9.32% |
$21.8K - $27K
|
3.4K
$406K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
288+ 2.13% |
$21.7K - $26.8K
|
13.8K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
288+ 0.76% |
$21.7K - $26.8K
|
38.1K
$4.55M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
285+ 1.9% |
$21.5K - $26.5K
|
15.3K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
279+ 5.26% |
$21K - $26K
|
5.58K
$667K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
278+ 4.69% |
$20.9K - $25.9K
|
6.21K
$741K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
272+ 9.76% |
$20.5K - $25.3K
|
3.06K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
267+ 3.87% |
$20.1K - $24.8K
|
7.16K
$856K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
262+ 12.93% |
$19.7K - $24.4K
|
2.29K
$273K
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
260+ 0.31% |
$19.6K - $24.2K
|
83.9K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
258+ 7.16% |
$19.4K - $24K
|
3.86K
$461K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
255+ 6.23% |
$19.2K - $23.7K
|
4.35K
$519K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
252+ 1.53% |
$19K - $23.4K
|
16.7K
$1.99M
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
250+ 4.41% |
$18.8K - $23.3K
|
5.92K
$707K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
250+ 1.86% |
$18.8K - $23.3K
|
13.7K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
250+ 1.44% |
$18.8K - $23.3K
|
17.7K
$2.11M
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
245+ 3.32% |
$18.4K - $22.8K
|
7.61K
$909K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
238+ 47.6% |
$17.9K - $22.1K
|
738
$88.1K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
238+ 0.62% |
$17.9K - $22.1K
|
38.4K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
238+ 7.92% |
$17.9K - $22.1K
|
3.24K
$387K
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
236+ 5.5% |
$17.8K - $22K
|
4.53K
$541K
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
221+ 0.84% |
$16.6K - $20.6K
|
26.4K
$3.16M
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
218+ 1.16% |
$16.4K - $20.3K
|
19K
$2.26M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
218+ 0.08% |
$16.4K - $20.3K
|
264K
$31.5M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
213+ 0.48% |
$16K - $19.8K
|
44.5K
$5.32M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.72% |
$16K - $19.7K
|
8.01K
$957K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
210+ 0.1% |
$15.8K - $19.5K
|
202K
$24.1M
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
208+ 5.31% |
$15.7K - $19.4K
|
4.13K
$493K
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
207+ 1.14% |
$15.6K - $19.3K
|
18.4K
$2.2M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
203+ 2.68% |
$15.3K - $18.9K
|
7.78K
$929K
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
200+ 7.41% |
$15.1K - $18.6K
|
2.9K
$346K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 5.93% |
$15.1K - $18.6K
|
3.57K
$427K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$15.1K - $18.6K
|
200
$23.9K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 0.61% |
$14.8K - $18.3K
|
32.6K
$3.89M
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
195+ 1.28% |
$14.7K - $18.1K
|
15.4K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
195+ 5.37% |
$14.7K - $18.1K
|
3.83K
$457K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
194+ 2.4% |
$14.6K - $18K
|
8.28K
$989K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
193+ 1.04% |
$14.5K - $18K
|
18.8K
$2.25M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
192+ 2.94% |
$14.5K - $17.9K
|
6.72K
$803K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
192+ 6.36% |
$14.5K - $17.9K
|
3.21K
$384K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
190New |
$14.3K - $17.7K
|
190
$22.7K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
187New |
$14.1K - $17.4K
|
187
$22.3K
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
185+ 3.58% |
$13.9K - $17.2K
|
5.35K
$639K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
184New |
$13.9K - $17.1K
|
184
$22K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
181New |
$13.6K - $16.8K
|
181
$21.6K
|