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
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
181+ 1.41% |
$13.6K - $16.8K
|
13K
$1.55M
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
178+ 0.38% |
$13.4K - $16.6K
|
47.2K
$5.63M
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
178+ 0.82% |
$13.4K - $16.6K
|
21.8K
$2.61M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
178New |
$13.4K - $16.6K
|
178
$21.3K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
177+ 11.46% |
$13.3K - $16.5K
|
1.72K
$206K
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
175+ 1.24% |
$13.2K - $16.3K
|
14.3K
$1.71M
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
174+ 2.27% |
$13.1K - $16.2K
|
7.83K
$935K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
173+ 6.36% |
$13K - $16.1K
|
2.89K
$346K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 4.09% |
$13K - $16K
|
4.38K
$523K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
171+ 12.3% |
$12.9K - $15.9K
|
1.56K
$186K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
170+ 1.06% |
$12.8K - $15.8K
|
16.2K
$1.94M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
169+ 53.65% |
$12.7K - $15.7K
|
484
$57.8K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
166+ 0.12% |
$12.5K - $15.4K
|
143K
$17.1M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
162+ 1.02% |
$12.2K - $15.1K
|
16.1K
$1.92M
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
160New |
$12K - $14.9K
|
160
$19.1K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
157+ 0.18% |
$11.8K - $14.6K
|
85.5K
$10.2M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
148+ 1.66% |
$11.1K - $13.8K
|
9.08K
$1.08M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
143+ 1.46% |
$10.8K - $13.3K
|
9.95K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
142New |
$10.7K - $13.2K
|
142
$17K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
141+ 3.48% |
$10.6K - $13.1K
|
4.19K
$500K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
140+ 10.26% |
$10.5K - $13K
|
1.5K
$180K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
139+ 12.36% |
$10.5K - $12.9K
|
1.26K
$151K
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
134+ 4.0% |
$10.1K - $12.5K
|
3.48K
$416K
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
132+ 0.88% |
$9.94K - $12.3K
|
15.1K
$1.8M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
130+ 3.8% |
$9.79K - $12.1K
|
3.55K
$424K
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
125+ 4.4% |
$9.41K - $11.6K
|
2.97K
$354K
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
124+ 2.25% |
$9.34K - $11.5K
|
5.64K
$673K
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
120+ 2.86% |
$9.04K - $11.2K
|
4.31K
$515K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
116+ 4.1% |
$8.73K - $10.8K
|
2.94K
$352K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
116+ 4.66% |
$8.73K - $10.8K
|
2.6K
$311K
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
116+ 0.72% |
$8.73K - $10.8K
|
16.2K
$1.93M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
116+ 1.51% |
$8.73K - $10.8K
|
7.8K
$932K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
115+ 1.63% |
$8.66K - $10.7K
|
7.15K
$854K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
115+ 1.02% |
$8.66K - $10.7K
|
11.4K
$1.36M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
112New |
$8.43K - $10.4K
|
112
$13.4K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
112+ 0.34% |
$8.43K - $10.4K
|
33.3K
$3.97M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
109+ 2.86% |
$8.21K - $10.1K
|
3.91K
$467K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
109+ 320.59% |
$8.21K - $10.1K
|
143
$17.1K
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
106+ 13.52% |
$7.98K - $9.86K
|
890
$106K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
103+ 3.42% |
$7.76K - $9.58K
|
3.11K
$372K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
100+ 50.0% |
$7.53K - $9.3K
|
300
$35.8K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 3.64% |
$7.53K - $9.3K
|
2.85K
$340K
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
100+ 1.05% |
$7.53K - $9.3K
|
9.64K
$1.15M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100+ 0.22% |
$7.53K - $9.3K
|
44.9K
$5.36M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
100New |
$7.53K - $9.3K
|
100
$11.9K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
100+ 2.45% |
$7.53K - $9.3K
|
4.18K
$500K
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 2.94% |
$7.53K - $9.3K
|
3.5K
$419K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
99+ 1.0% |
$7.45K - $9.21K
|
10K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
99+ 1.05% |
$7.45K - $9.21K
|
9.48K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
99+ 2.74% |
$7.45K - $9.21K
|
3.71K
$443K
|