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 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-143- 4.82% |
$10.8K - $13.3K
|
2.83K
$337K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-148- 4.44% |
$11.1K - $13.8K
|
3.19K
$380K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-149- 7.78% |
$11.2K - $13.9K
|
1.77K
$211K
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 0.45% |
$11.3K - $14K
|
33.1K
$3.95M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 2.08% |
$11.3K - $14K
|
7.06K
$843K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-152- 0.27% |
$11.4K - $14.1K
|
56.1K
$6.69M
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-154- 1.62% |
$11.6K - $14.3K
|
9.36K
$1.12M
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-154- 1.97% |
$11.6K - $14.3K
|
7.67K
$916K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-154- 2.97% |
$11.6K - $14.3K
|
5.02K
$600K
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-160- 0.07% |
$12K - $14.9K
|
227K
$27.2M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-163- 1.27% |
$12.3K - $15.2K
|
12.6K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-169- 1.07% |
$12.7K - $15.7K
|
15.6K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-173- 3.29% |
$13K - $16.1K
|
5.08K
$607K
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-175- 6.17% |
$13.2K - $16.3K
|
2.66K
$318K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-178- 1.04% |
$13.4K - $16.6K
|
17K
$2.03M
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-178- 0.25% |
$13.4K - $16.6K
|
70.9K
$8.47M
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-185- 6.06% |
$13.9K - $17.2K
|
2.87K
$343K
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-185- 3.76% |
$13.9K - $17.2K
|
4.74K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-185- 6.06% |
$13.9K - $17.2K
|
2.87K
$343K
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-188- 24.07% |
$14.2K - $17.5K
|
593
$70.8K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-190- 1.76% |
$14.3K - $17.7K
|
10.6K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-190- 1.2% |
$14.3K - $17.7K
|
15.6K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-193- 5.61% |
$14.5K - $18K
|
3.25K
$388K
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-194- 5.9% |
$14.6K - $18K
|
3.1K
$370K
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-194- 7.01% |
$14.6K - $18K
|
2.58K
$308K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-195- 8.37% |
$14.7K - $18.1K
|
2.14K
$255K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-196- 1.97% |
$14.8K - $18.2K
|
9.76K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-200- 0.51% |
$15.1K - $18.6K
|
39.4K
$4.71M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-203- 2.44% |
$15.3K - $18.9K
|
8.12K
$969K
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-205- 0.82% |
$15.4K - $19.1K
|
24.8K
$2.96M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.5% |
$15.6K - $19.3K
|
4.39K
$524K
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-209- 2.6% |
$15.7K - $19.4K
|
7.83K
$935K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-217- 3.32% |
$16.3K - $20.2K
|
6.32K
$755K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-225- 9.56% |
$16.9K - $20.9K
|
2.13K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-229- 1.23% |
$17.2K - $21.3K
|
18.4K
$2.2M
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-230- 0.48% |
$17.3K - $21.4K
|
47.6K
$5.69M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-235- 96.71% |
$17.7K - $21.9K
|
8
$956
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-235- 7.83% |
$17.7K - $21.9K
|
2.77K
$330K
|
|
Feb 10, 2023
Q4 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-236- 0.21% |
$17.8K - $22K
|
113K
$13.5M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-240- 0.41% |
$18.1K - $22.3K
|
57.6K
$6.88M
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-244- 8.37% |
$18.4K - $22.7K
|
2.67K
$319K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-255- 5.32% |
$19.2K - $23.7K
|
4.54K
$542K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-269- 9.92% |
$20.3K - $25K
|
2.44K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-276- 2.3% |
$20.8K - $25.7K
|
11.7K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-276- 6.59% |
$20.8K - $25.7K
|
3.91K
$467K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-280- 10.46% |
$21.1K - $26.1K
|
2.4K
$286K
|
|
Feb 02, 2023
Q4 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-282- 0.74% |
$21.2K - $26.2K
|
37.9K
$4.53M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-283- 0.38% |
$21.3K - $26.3K
|
73.5K
$8.77M
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-284- 7.12% |
$21.4K - $26.4K
|
3.7K
$442K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-284- 4.9% |
$21.4K - $26.4K
|
5.52K
$659K
|