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
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-64- 0.53% |
$4.82K - $5.95K
|
12K
$1.43M
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-65- 0.48% |
$4.89K - $6.05K
|
13.4K
$1.6M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 0.24% |
$4.97K - $6.14K
|
27.5K
$3.29M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-68- 0.62% |
$5.12K - $6.33K
|
10.8K
$1.29M
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-70- 0.24% |
$5.27K - $6.51K
|
29.4K
$3.51M
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-71- 1.69% |
$5.35K - $6.61K
|
4.14K
$494K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-73- 0.16% |
$5.5K - $6.79K
|
44.6K
$5.33M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-74- 1.96% |
$5.57K - $6.88K
|
3.71K
$443K
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-74- 1.69% |
$5.57K - $6.88K
|
4.29K
$513K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-75- 6.87% |
$5.65K - $6.98K
|
1.02K
$121K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-75- 0.35% |
$5.65K - $6.98K
|
21.4K
$2.56M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-77- 0.76% |
$5.8K - $7.16K
|
10K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-77- 0.35% |
$5.8K - $7.16K
|
21.9K
$2.61M
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-77- 1.62% |
$5.8K - $7.16K
|
4.68K
$559K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78- 1.43% |
$5.87K - $7.26K
|
5.39K
$644K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-81- 0.49% |
$6.1K - $7.54K
|
16.6K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-81- 2.66% |
$6.1K - $7.54K
|
2.97K
$354K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-84- 0.15% |
$6.33K - $7.82K
|
56.8K
$6.78M
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-85- 7.62% |
$6.4K - $7.91K
|
1.03K
$123K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-88- 0.75% |
$6.63K - $8.19K
|
11.7K
$1.39M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-90- 2.32% |
$6.78K - $8.37K
|
3.78K
$452K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-92- 0.96% |
$6.93K - $8.56K
|
9.48K
$1.13M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-92- 1.75% |
$6.93K - $8.56K
|
5.15K
$615K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 0.44% |
$6.93K - $8.56K
|
20.7K
$2.47M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-93- 4.84% |
$7K - $8.65K
|
1.83K
$218K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-99- 3.12% |
$7.45K - $9.21K
|
3.07K
$367K
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.12% |
$7.53K - $9.3K
|
8.8K
$1.05M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 9.08% |
$7.53K - $9.3K
|
1K
$120K
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.33% |
$7.53K - $9.3K
|
4.2K
$502K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-102- 3.27% |
$7.68K - $9.49K
|
3.02K
$360K
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-105- 1.63% |
$7.91K - $9.77K
|
6.35K
$758K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-108- 5.55% |
$8.13K - $10K
|
1.84K
$220K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 1.94% |
$8.13K - $10K
|
5.46K
$652K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-116- 13.43% |
$8.73K - $10.8K
|
748
$89.3K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-117- 2.18% |
$8.81K - $10.9K
|
5.25K
$627K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-118- 3.11% |
$8.89K - $11K
|
3.67K
$439K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-122- 0.59% |
$9.19K - $11.4K
|
20.5K
$2.45M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-125- 0.46% |
$9.41K - $11.6K
|
27.1K
$3.23M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 4.07% |
$9.41K - $11.6K
|
2.94K
$352K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-127- 1.16% |
$9.56K - $11.8K
|
10.8K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-128- 0.74% |
$9.64K - $11.9K
|
17.1K
$2.04M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-128- 2.11% |
$9.64K - $11.9K
|
5.94K
$710K
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.05% |
$9.79K - $12.1K
|
4.13K
$494K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-130- 3.81% |
$9.79K - $12.1K
|
3.28K
$392K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-132- 0.85% |
$9.94K - $12.3K
|
15.4K
$1.84M
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-135- 5.09% |
$10.2K - $12.6K
|
2.52K
$301K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 1.79% |
$10.2K - $12.6K
|
7.43K
$887K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 1.47% |
$10.2K - $12.7K
|
9.11K
$1.09M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-137- 4.23% |
$10.3K - $12.7K
|
3.1K
$371K
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
SELL
|
- |
-140- 1.9% |
$10.5K - $13K
|
7.24K
$865K
|