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 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-1.36K- 0.5% |
$103K - $127K
|
270K
$32.2M
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.37K- 5.94% |
$103K - $128K
|
21.7K
$2.6M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.4K- 37.76% |
$105K - $130K
|
2.31K
$276K
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.43K- 30.64% |
$107K - $133K
|
3.23K
$385K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 0.53% |
$109K - $135K
|
273K
$32.6M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.46K- 10.68% |
$110K - $136K
|
12.2K
$1.46M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.47K- 1.04% |
$111K - $137K
|
140K
$16.7M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 57.25% |
$113K - $139K
|
1.12K
$133K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.5K- 13.32% |
$113K - $140K
|
9.79K
$1.17M
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.51K- 16.95% |
$114K - $140K
|
7.4K
$884K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.52K- 9.2% |
$114K - $141K
|
15K
$1.79M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.52K- 1.8% |
$115K - $142K
|
83.3K
$9.95M
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.53K- 15.75% |
$115K - $142K
|
8.18K
$976K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.53K- 0.4% |
$115K - $142K
|
380K
$45.3M
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.57K- 17.89% |
$118K - $146K
|
7.19K
$859K
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.58K- 36.94% |
$119K - $147K
|
2.69K
$321K
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.6K- 4.11% |
$120K - $149K
|
37.4K
$4.46M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.62K- 4.47% |
$122K - $150K
|
34.5K
$4.13M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.7K- 2.09% |
$128K - $158K
|
79.8K
$9.53M
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-1.7K- 0.33% |
$128K - $158K
|
508K
$60.7M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 29.59% |
$134K - $165K
|
4.23K
$505K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.78K- 11.86% |
$134K - $166K
|
13.2K
$1.58M
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.81K- 27.71% |
$136K - $168K
|
4.72K
$563K
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.84K- 3.13% |
$138K - $171K
|
56.8K
$6.79M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.84K- 21.66% |
$139K - $171K
|
6.66K
$795K
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
SELL
|
- |
-1.91K- 4.41% |
$144K - $177K
|
41.3K
$4.93M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.91K- 2.59% |
$144K - $177K
|
71.7K
$8.56M
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.93K- 25.44% |
$145K - $179K
|
5.65K
$674K
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-2K- 9.52% |
$151K - $186K
|
19K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Robotti Robert
New York, NY |
SELL
|
- |
-2K- 21.7% |
$151K - $186K
|
7.22K
$862K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2K- 59.33% |
$151K - $186K
|
1.37K
$164K
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.04K- 45.68% |
$154K - $190K
|
2.43K
$290K
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
SELL
|
- |
-2.06K- 3.26% |
$155K - $192K
|
61.1K
$7.3M
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.07K- 22.89% |
$156K - $193K
|
6.97K
$833K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.09K- 2.67% |
$157K - $194K
|
76.2K
$9.11M
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.09K- 2.67% |
$157K - $194K
|
76.2K
$9.11M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.1K- 15.07% |
$158K - $195K
|
11.8K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.12K- 3.07% |
$159K - $197K
|
66.9K
$8M
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.14K- 1.47% |
$161K - $199K
|
143K
$17.1M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-2.16K- 0.75% |
$162K - $201K
|
286K
$34.2M
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.18K- 1.15% |
$164K - $202K
|
187K
$22.3M
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.24K- 0.4% |
$169K - $208K
|
552K
$65.9M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 10.28% |
$169K - $209K
|
19.6K
$2.34M
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.27K- 0.97% |
$171K - $211K
|
233K
$27.8M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 4.16% |
$171K - $211K
|
52.4K
$6.25M
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.31K- 1.55% |
$174K - $215K
|
146K
$17.5M
|
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.36K- 21.88% |
$177K - $219K
|
8.41K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.39K- 9.92% |
$180K - $223K
|
21.7K
$2.6M
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.41K- 16.29% |
$182K - $225K
|
12.4K
$1.48M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.45K- 21.11% |
$185K - $228K
|
9.17K
$1.1M
|