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
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
99New |
$7.45K - $9.21K
|
99
$11.8K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
99+ 2.74% |
$7.45K - $9.21K
|
3.71K
$443K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
98+ 2.4% |
$7.38K - $9.12K
|
4.19K
$500K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
96New |
$7.23K - $8.93K
|
96
$11.5K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96+ 1.84% |
$7.23K - $8.93K
|
5.3K
$633K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
95New |
$7.15K - $8.84K
|
95
$11.3K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
92New |
$6.93K - $8.56K
|
92
$11K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 5.72% |
$6.7K - $8.28K
|
1.65K
$197K
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
89+ 0.75% |
$6.7K - $8.28K
|
12K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86+ 2.2% |
$6.48K - $8K
|
4K
$478K
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
85+ 1.38% |
$6.4K - $7.91K
|
6.25K
$747K
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
80+ 0.5% |
$6.02K - $7.44K
|
16.2K
$1.93M
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
78+ 2.55% |
$5.87K - $7.26K
|
3.13K
$374K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 0.92% |
$5.8K - $7.16K
|
8.4K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
76+ 1.85% |
$5.72K - $7.07K
|
4.18K
$499K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
76New |
$5.72K - $7.07K
|
76
$9.08K
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
74+ 2.56% |
$5.57K - $6.88K
|
2.97K
$354K
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
73+ 0.84% |
$5.5K - $6.79K
|
8.75K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
73+ 0.62% |
$5.5K - $6.79K
|
11.9K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
72+ 1.43% |
$5.42K - $6.7K
|
5.1K
$609K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
70New |
$5.27K - $6.51K
|
70
$8.36K
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
66+ 1.74% |
$4.97K - $6.14K
|
3.87K
$462K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
63+ 1.45% |
$4.74K - $5.86K
|
4.4K
$526K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
63New |
$4.74K - $5.86K
|
63
$7.52K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 0.75% |
$4.67K - $5.77K
|
8.36K
$998K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
61+ 2.66% |
$4.59K - $5.68K
|
2.36K
$282K
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
58+ 1.53% |
$4.37K - $5.4K
|
3.86K
$461K
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
57+ 0.07% |
$4.29K - $5.3K
|
76.3K
$9.12M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 9.76% |
$4.22K - $5.21K
|
630
$75.2K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
55New |
$4.14K - $5.12K
|
55
$6.57K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
54+ 1.05% |
$4.07K - $5.02K
|
5.21K
$622K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
53New |
$3.99K - $4.93K
|
53
$6.33K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
50+ 1.25% |
$3.77K - $4.65K
|
4.04K
$483K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
50+ 1.55% |
$3.77K - $4.65K
|
3.28K
$392K
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.79% |
$3.77K - $4.65K
|
6.38K
$762K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 3.92% |
$3.69K - $4.56K
|
1.3K
$155K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46New |
$3.46K - $4.28K
|
46
$5.49K
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
45New |
$3.39K - $4.19K
|
45
$5.37K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
45+ 1.55% |
$3.39K - $4.19K
|
2.95K
$353K
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
43+ 1.18% |
$3.24K - $4K
|
3.69K
$441K
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
41+ 0.71% |
$3.09K - $3.81K
|
5.82K
$695K
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
41+ 0.36% |
$3.09K - $3.81K
|
11.3K
$1.35M
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
41+ 0.86% |
$3.09K - $3.81K
|
4.83K
$577K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.15% |
$3.01K - $3.72K
|
26.2K
$3.13M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
40+ 0.43% |
$3.01K - $3.72K
|
9.44K
$1.13M
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
39+ 1.56% |
$2.94K - $3.63K
|
2.54K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
38+ 1.16% |
$2.86K - $3.54K
|
3.32K
$397K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
37+ 10.82% |
$2.79K - $3.44K
|
379
$45.3K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$2.71K - $3.35K
|
36
$4.3K
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
36+ 1.05% |
$2.71K - $3.35K
|
3.46K
$414K
|