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
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-298- 4.51% |
$22.4K - $27.7K
|
6.31K
$754K
|
|
Feb 14, 2023
Q4 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-300- 8.57% |
$22.6K - $27.9K
|
3.2K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-306- 5.68% |
$23K - $28.5K
|
5.08K
$607K
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-309- 1.89% |
$23.3K - $28.7K
|
16K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 98.41% |
$23.3K - $28.8K
|
5
$597
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-315- 0.9% |
$23.7K - $29.3K
|
34.8K
$4.16M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 7.82% |
$23.7K - $29.3K
|
3.71K
$443K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-321- 5.89% |
$24.2K - $29.9K
|
5.13K
$613K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-325- 12.22% |
$24.5K - $30.2K
|
2.34K
$279K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-329- 1.39% |
$24.8K - $30.6K
|
23.4K
$2.79M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-334- 2.68% |
$25.2K - $31.1K
|
12.1K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-339- 2.1% |
$25.5K - $31.5K
|
15.8K
$1.89M
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-342- 5.44% |
$25.8K - $31.8K
|
5.94K
$710K
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-349- 3.16% |
$26.3K - $32.5K
|
10.7K
$1.28M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-356- 4.27% |
$26.8K - $33.1K
|
7.99K
$954K
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-360- 0.17% |
$27.1K - $33.5K
|
207K
$24.7M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364- 1.5% |
$27.4K - $33.9K
|
23.8K
$2.85M
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-366- 1.18% |
$27.6K - $34.1K
|
30.5K
$3.65M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-369- 9.01% |
$27.8K - $34.3K
|
3.73K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-371- 5.95% |
$27.9K - $34.5K
|
5.87K
$701K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-374- 3.25% |
$28.2K - $34.8K
|
11.1K
$1.33M
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-374- 8.42% |
$28.2K - $34.8K
|
4.07K
$486K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-378- 6.34% |
$28.5K - $35.2K
|
5.59K
$667K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-379- 13.72% |
$28.5K - $35.3K
|
2.38K
$285K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-381- 4.75% |
$28.7K - $35.4K
|
7.64K
$912K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-383- 7.86% |
$28.8K - $35.6K
|
4.49K
$536K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-384- 0.6% |
$28.9K - $35.7K
|
63.3K
$7.56M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-385- 4.78% |
$29K - $35.8K
|
7.67K
$916K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-388- 9.54% |
$29.2K - $36.1K
|
3.68K
$440K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-391- 8.18% |
$29.4K - $36.4K
|
4.39K
$524K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-398- 2.61% |
$30K - $37K
|
14.9K
$1.78M
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-398- 13.68% |
$30K - $37K
|
2.51K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-404- 0.49% |
$30.4K - $37.6K
|
82.7K
$9.87M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-406- 9.69% |
$30.6K - $37.8K
|
3.78K
$452K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-409- 11.59% |
$30.8K - $38.1K
|
3.12K
$373K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-414- 6.3% |
$31.2K - $38.5K
|
6.16K
$735K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-421- 1.12% |
$31.7K - $39.2K
|
37.2K
$4.44M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-425- 6.24% |
$32K - $39.5K
|
6.39K
$763K
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-426- 3.49% |
$32.1K - $39.6K
|
11.8K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-431- 29.91% |
$32.5K - $40.1K
|
1.01K
$121K
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-435- 12.14% |
$32.8K - $40.5K
|
3.15K
$376K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-436- 7.4% |
$32.8K - $40.6K
|
5.46K
$652K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-438- 2.3% |
$33K - $40.8K
|
18.6K
$2.22M
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-445- 2.21% |
$33.5K - $41.4K
|
19.7K
$2.36M
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-447- 1.98% |
$33.7K - $41.6K
|
22.1K
$2.64M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-455- 9.13% |
$34.3K - $42.3K
|
4.53K
$541K
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-455- 0.64% |
$34.3K - $42.3K
|
71.2K
$8.5M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-455- 14.59% |
$34.3K - $42.3K
|
2.66K
$318K
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-475- 16.5% |
$35.8K - $44.2K
|
2.4K
$287K
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-480- 7.79% |
$36.1K - $44.7K
|
5.68K
$679K
|