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 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
35+ 0.86% |
$2.64K - $3.26K
|
4.1K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35+ 0.72% |
$2.64K - $3.26K
|
4.88K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
34+ 0.29% |
$2.56K - $3.16K
|
11.6K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
30+ 1.15% |
$2.26K - $2.79K
|
2.64K
$315K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
29+ 0.49% |
$2.18K - $2.7K
|
6K
$717K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
29New |
$2.18K - $2.7K
|
29
$3.46K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.18K - $2.7K
|
29
$3.46K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
29+ 0.7% |
$2.18K - $2.7K
|
4.19K
$500K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.14% |
$2.03K - $2.51K
|
19.1K
$2.28M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 32.89% |
$1.88K - $2.33K
|
101
$12.1K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 0.84% |
$1.88K - $2.33K
|
3K
$358K
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.57% |
$1.81K - $2.23K
|
4.26K
$508K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
24+ 0.13% |
$1.81K - $2.23K
|
17.9K
$2.14M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
22New |
$1.66K - $2.05K
|
22
$2.63K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.71% |
$1.66K - $2.05K
|
3.1K
$370K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 3.08% |
$1.58K - $1.95K
|
702
$83.8K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21+ 0.31% |
$1.58K - $1.95K
|
6.75K
$806K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
20+ 0.44% |
$1.51K - $1.86K
|
4.58K
$547K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.12% |
$1.51K - $1.86K
|
17K
$2.03M
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20+ 0.56% |
$1.51K - $1.86K
|
3.57K
$426K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
20New |
$1.51K - $1.86K
|
20
$2.39K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 2.07% |
$1.51K - $1.86K
|
984
$118K
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
20+ 0.49% |
$1.51K - $1.86K
|
4.07K
$486K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$1.36K - $1.67K
|
18
$2.15K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
18+ 0.02% |
$1.36K - $1.67K
|
90K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.44% |
$1.36K - $1.67K
|
4.09K
$488K
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
18+ 0.08% |
$1.36K - $1.67K
|
22.4K
$2.67M
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
16+ 0.53% |
$1.2K - $1.49K
|
3.03K
$362K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 0.85% |
$1.2K - $1.49K
|
1.9K
$227K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
16+ 0.03% |
$1.2K - $1.49K
|
62.7K
$7.49M
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.2K - $1.49K
|
6.92K
$827K
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
15+ 0.54% |
$1.13K - $1.4K
|
2.78K
$331K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
15+ 0.31% |
$1.13K - $1.4K
|
4.87K
$581K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.39% |
$1.13K - $1.4K
|
3.87K
$462K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15+ 0.06% |
$1.13K - $1.4K
|
24.9K
$2.98M
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
14New |
$1.05K - $1.3K
|
14
$1.67K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 61.9% |
$979 - $1.21K
|
34
$4.06K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.13% |
$979 - $1.21K
|
10.1K
$1.21M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
13+ 0.03% |
$979 - $1.21K
|
41.5K
$4.96M
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$979 - $1.21K
|
8.96K
$1.07M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.88% |
$904 - $1.12K
|
1.38K
$165K
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12+ 0.2% |
$904 - $1.12K
|
5.94K
$709K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$904 - $1.12K
|
12
$1.43K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$828 - $1.02K
|
11
$1.31K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.57% |
$753 - $930
|
1.77K
$212K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.89% |
$753 - $930
|
1.14K
$136K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.05% |
$678 - $837
|
18.2K
$2.17M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 13.64% |
$678 - $837
|
75
$8.96K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
9+ 0.3% |
$678 - $837
|
2.97K
$355K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$602 - $744
|
1.01K
$120K
|