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
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-485- 7.92% |
$36.5K - $45.1K
|
5.64K
$674K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-488- 1.31% |
$36.7K - $45.4K
|
36.9K
$4.4M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-494- 0.07% |
$37.2K - $46K
|
756K
$90.3M
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-497- 5.82% |
$37.4K - $46.2K
|
8.04K
$961K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.58% |
$37.7K - $46.5K
|
85.2K
$10.2M
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-500- 3.06% |
$37.7K - $46.5K
|
15.9K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 0.27% |
$37.7K - $46.5K
|
183K
$21.9M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-500Closed |
$37.7K - $46.5K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-509- 4.25% |
$38.3K - $47.4K
|
11.5K
$1.37M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-514- 91.13% |
$38.7K - $47.8K
|
50
$5.97K
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-524- 11.82% |
$39.5K - $48.8K
|
3.91K
$467K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-531- 0.52% |
$40K - $49.4K
|
102K
$12.1M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-540- 4.48% |
$40.7K - $50.2K
|
11.5K
$1.37M
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-550- 6.97% |
$41.4K - $51.2K
|
7.34K
$877K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-557- 4.85% |
$41.9K - $51.8K
|
10.9K
$1.31M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-562- 28.66% |
$42.3K - $52.3K
|
1.4K
$167K
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-572- 8.27% |
$43.1K - $53.2K
|
6.35K
$758K
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-578- 9.41% |
$43.5K - $53.8K
|
5.57K
$665K
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-580- 3.49% |
$43.7K - $54K
|
16K
$1.91M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-581- 17.2% |
$43.7K - $54.1K
|
2.8K
$334K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-586- 6.55% |
$44.1K - $54.5K
|
8.36K
$998K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-589- 12.67% |
$44.4K - $54.8K
|
4.06K
$485K
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-590- 6.68% |
$44.4K - $54.9K
|
8.25K
$985K
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-592- 0.1% |
$44.6K - $55.1K
|
580K
$69.3M
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-600- 0.97% |
$45.2K - $55.8K
|
61.3K
$7.33M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-602- 5.98% |
$45.3K - $56K
|
9.47K
$1.13M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-604- 0.49% |
$45.5K - $56.2K
|
124K
$14.8M
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-606- 0.59% |
$45.6K - $56.4K
|
102K
$12.2M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-620- 7.82% |
$46.7K - $57.7K
|
7.31K
$873K
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-620- 19.49% |
$46.7K - $57.7K
|
2.56K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-622- 13.84% |
$46.8K - $57.9K
|
3.87K
$463K
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-630- 14.38% |
$47.4K - $58.6K
|
3.75K
$448K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-648- 5.15% |
$48.8K - $60.3K
|
11.9K
$1.43M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-653- 1.4% |
$49.2K - $60.8K
|
45.9K
$5.48M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-658- 15.79% |
$49.5K - $61.2K
|
3.51K
$419K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-668- 2.99% |
$50.3K - $62.2K
|
21.7K
$2.59M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-703- 1.64% |
$52.9K - $65.4K
|
42.2K
$5.04M
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-714- 1.08% |
$53.8K - $66.4K
|
65.5K
$7.82M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-724- 2.51% |
$54.5K - $67.4K
|
28.2K
$3.36M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-727- 4.53% |
$54.7K - $67.6K
|
15.3K
$1.83M
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-732- 8.03% |
$55.1K - $68.1K
|
8.39K
$1M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-736- 9.43% |
$55.4K - $68.5K
|
7.07K
$844K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-745- 1.76% |
$56.1K - $69.3K
|
41.6K
$4.97M
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-756- 7.67% |
$56.9K - $70.3K
|
9.1K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-774- 0.02% |
$58.3K - $72K
|
3.41M
$407M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-795- 12.21% |
$59.9K - $74K
|
5.72K
$683K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-801- 1.99% |
$60.3K - $74.5K
|
39.5K
$4.72M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-826- 38.76% |
$62.2K - $76.9K
|
1.31K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-838- 13.57% |
$63.1K - $78K
|
5.34K
$637K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-845- 4.7% |
$63.6K - $78.6K
|
17.1K
$2.05M
|