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 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.49K- 34.97% |
$187K - $231K
|
4.62K
$552K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.54K- 7.64% |
$191K - $236K
|
30.7K
$3.66M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.59K- 39.52% |
$195K - $241K
|
3.96K
$473K
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.59K- 11.58% |
$195K - $241K
|
19.8K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 11.86% |
$199K - $246K
|
19.6K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.65K- 1.24% |
$199K - $246K
|
211K
$25.2M
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.71K- 5.3% |
$204K - $252K
|
48.4K
$5.79M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.76K- 3.44% |
$208K - $257K
|
77.4K
$9.25M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.79K- 2.02% |
$210K - $260K
|
136K
$16.2M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.82K- 49.74% |
$212K - $262K
|
2.85K
$340K
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.83K- 5.16% |
$213K - $263K
|
52K
$6.22M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.86K- 29.87% |
$216K - $266K
|
6.72K
$803K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.9K- 27.24% |
$218K - $270K
|
7.74K
$925K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.02K- 2.71% |
$228K - $281K
|
108K
$12.9M
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.04K- 0.78% |
$229K - $282K
|
387K
$46.2M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.05K- 2.05% |
$230K - $284K
|
146K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 30.45% |
$231K - $286K
|
7.01K
$837K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.11K- 14.21% |
$234K - $289K
|
18.8K
$2.24M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.23K- 5.88% |
$243K - $300K
|
51.7K
$6.18M
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-3.32K- 7.42% |
$250K - $308K
|
41.3K
$4.94M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.39K- 9.93% |
$255K - $315K
|
30.8K
$3.67M
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 9.1% |
$257K - $318K
|
34.1K
$4.07M
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.47K- 1.13% |
$261K - $323K
|
302K
$36.1M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 3.76% |
$262K - $324K
|
89.1K
$10.6M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.51K- 1.67% |
$264K - $326K
|
207K
$24.7M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-3.52K- 3.24% |
$265K - $327K
|
105K
$12.6M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.56K- 4.11% |
$268K - $331K
|
83.1K
$9.92M
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.61K- 1.65% |
$272K - $336K
|
215K
$25.7M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 8.05% |
$273K - $338K
|
41.5K
$4.95M
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.73K- 11.8% |
$280K - $347K
|
27.9K
$3.33M
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-4K- 53.33% |
$301K - $372K
|
3.5K
$418K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.04K- 2.67% |
$304K - $376K
|
147K
$17.6M
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-4.1K- 1.13% |
$309K - $381K
|
358K
$42.8M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.11K- 0.92% |
$309K - $382K
|
442K
$52.8M
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-4.11K- 15.06% |
$309K - $382K
|
23.2K
$2.77M
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-4.28K- 26.9% |
$322K - $398K
|
11.6K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.49K- 1.49% |
$338K - $417K
|
296K
$35.4M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.55K- 10.02% |
$343K - $424K
|
40.9K
$4.88M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.78K- 1.4% |
$360K - $444K
|
337K
$40.3M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-4.78K- 97.37% |
$360K - $445K
|
129
$15.4K
|
|
Feb 03, 2023
Q4 2022
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.86K- 0.64% |
$366K - $452K
|
759K
$90.6M
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.9K- 5.72% |
$369K - $456K
|
80.9K
$9.66M
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.97K- 44.13% |
$374K - $462K
|
6.29K
$751K
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.08K- 3.72% |
$383K - $473K
|
132K
$15.7M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 31.87% |
$389K - $480K
|
11K
$1.32M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.22K- 20.99% |
$393K - $486K
|
19.7K
$2.35M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.24K- 78.86% |
$394K - $487K
|
1.4K
$168K
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.26K- 0.48% |
$396K - $489K
|
1.08M
$129M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.29K- 10.87% |
$398K - $492K
|
43.4K
$5.18M
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.31K- 3.95% |
$400K - $494K
|
129K
$15.4M
|