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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-13- 0.02% |
$979 - $1.21K
|
71.7K
$8.56M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-14- 0.24% |
$1.05K - $1.3K
|
5.72K
$683K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-14- 1.38% |
$1.05K - $1.3K
|
1K
$119K
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.05% |
$1.05K - $1.3K
|
28.2K
$3.37M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.24% |
$1.05K - $1.3K
|
5.72K
$683K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-17- 0.23% |
$1.28K - $1.58K
|
7.5K
$895K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 17.31% |
$1.36K - $1.67K
|
86
$10.3K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21- 0.54% |
$1.58K - $1.95K
|
3.9K
$465K
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 0.79% |
$1.58K - $1.95K
|
2.63K
$314K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-21- 0.15% |
$1.58K - $1.95K
|
14.4K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-23- 0.27% |
$1.73K - $2.14K
|
8.43K
$1.01M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 0.64% |
$1.81K - $2.23K
|
3.71K
$443K
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.15% |
$1.88K - $2.33K
|
16.9K
$2.02M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-27- 0.21% |
$2.03K - $2.51K
|
12.6K
$1.5M
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-28- 0.77% |
$2.11K - $2.61K
|
3.59K
$429K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-28- 14.07% |
$2.11K - $2.61K
|
171
$20.4K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 1.05% |
$2.26K - $2.79K
|
2.84K
$339K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-32- 0.56% |
$2.41K - $2.98K
|
5.71K
$682K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-33- 0.72% |
$2.48K - $3.07K
|
4.53K
$541K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-34- 0.51% |
$2.56K - $3.16K
|
6.66K
$795K
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34- 2.68% |
$2.56K - $3.16K
|
1.23K
$147K
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-35- 0.32% |
$2.64K - $3.26K
|
10.8K
$1.29M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-35- 2.14% |
$2.64K - $3.26K
|
1.6K
$191K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 1.22% |
$2.64K - $3.26K
|
2.84K
$339K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-36- 0.62% |
$2.71K - $3.35K
|
5.75K
$687K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-38- 0.54% |
$2.86K - $3.54K
|
7.05K
$842K
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-39- 1.29% |
$2.94K - $3.63K
|
2.99K
$357K
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-40- 0.96% |
$3.01K - $3.72K
|
4.13K
$493K
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-40- 4.94% |
$3.01K - $3.72K
|
770
$92K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.74% |
$3.01K - $3.72K
|
5.39K
$644K
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-40- 1.16% |
$3.01K - $3.72K
|
3.4K
$406K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 15.07% |
$3.09K - $3.81K
|
231
$27.6K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 6.97% |
$3.09K - $3.81K
|
547
$65.3K
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-42- 0.16% |
$3.16K - $3.91K
|
26.7K
$3.19M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-43- 0.43% |
$3.24K - $4K
|
10K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.97% |
$3.69K - $4.56K
|
5K
$597K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 52.69% |
$3.69K - $4.56K
|
44
$5.26K
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-50- 0.41% |
$3.77K - $4.65K
|
12.3K
$1.47M
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-53- 1.8% |
$3.99K - $4.93K
|
2.9K
$346K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-53- 0.4% |
$3.99K - $4.93K
|
13.1K
$1.56M
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-55- 1.14% |
$4.14K - $5.12K
|
4.77K
$569K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.58% |
$4.29K - $5.3K
|
3.55K
$424K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-57- 0.21% |
$4.29K - $5.3K
|
26.8K
$3.2M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 19.14% |
$4.37K - $5.4K
|
245
$29.3K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-59- 0.56% |
$4.44K - $5.49K
|
10.4K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-60- 0.16% |
$4.52K - $5.58K
|
36.3K
$4.34M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61- 0.37% |
$4.59K - $5.68K
|
16.4K
$1.96M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-61- 1.13% |
$4.59K - $5.68K
|
5.35K
$639K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-63- 0.11% |
$4.74K - $5.86K
|
55.3K
$6.61M
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-63- 0.23% |
$4.74K - $5.86K
|
27.3K
$3.26M
|