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
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03KNew |
$303K - $375K
|
4.03K
$481K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.93K+ 3.25% |
$296K - $365K
|
125K
$14.9M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.91KNew |
$295K - $364K
|
3.91K
$467K
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.91K+ 7.65% |
$294K - $364K
|
55.1K
$6.58M
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
3.88KNew |
$292K - $361K
|
3.88K
$463K
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.85KNew |
$290K - $358K
|
3.85K
$460K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.76K+ 35.2% |
$283K - $350K
|
14.4K
$1.72M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.75K+ 62.42% |
$282K - $349K
|
9.76K
$1.17M
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.71KNew |
$279K - $345K
|
3.71K
$443K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.7K+ 29.09% |
$279K - $344K
|
16.4K
$1.96M
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.67KNew |
$276K - $341K
|
3.67K
$438K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.64K+ 9.08% |
$274K - $339K
|
43.8K
$5.23M
|
|
Jan 18, 2023
Q4 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
3.64K+ 5.04% |
$274K - $339K
|
75.8K
$9.06M
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.63K+ 0.61% |
$274K - $338K
|
601K
$71.8M
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.63K+ 83.88% |
$273K - $338K
|
7.95K
$950K
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.62K+ 108.91% |
$273K - $337K
|
6.94K
$829K
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.6KNew |
$271K - $335K
|
3.6K
$430K
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.59KNew |
$270K - $334K
|
3.59K
$429K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$264K - $326K
|
3.51K
$419K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.48KNew |
$262K - $324K
|
3.48K
$416K
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.42KNew |
$258K - $318K
|
3.42K
$408K
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.4KNew |
$256K - $316K
|
3.4K
$406K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.4K+ 87.35% |
$256K - $316K
|
7.28K
$870K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.36KNew |
$253K - $313K
|
3.36K
$401K
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.35K+ 13.03% |
$253K - $312K
|
29.1K
$3.47M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.32K+ 8.4% |
$250K - $309K
|
42.9K
$5.13M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.32K+ 413.95% |
$250K - $309K
|
4.13K
$493K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.31K+ 27.28% |
$249K - $308K
|
15.5K
$1.85M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$249K - $308K
|
3.31K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27KNew |
$246K - $304K
|
3.27K
$390K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.26K+ 0.52% |
$245K - $303K
|
626K
$74.7M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.25KNew |
$245K - $302K
|
3.25K
$388K
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.25KNew |
$244K - $302K
|
3.25K
$388K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.22K+ 3.34% |
$243K - $300K
|
99.7K
$11.9M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.21K+ 100.63% |
$242K - $299K
|
6.4K
$765K
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$241K - $298K
|
3.2K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.2KNew |
$241K - $297K
|
3.2K
$382K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.13K+ 7.23% |
$236K - $291K
|
46.4K
$5.54M
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 1.53% |
$235K - $291K
|
207K
$24.8M
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.06K+ 3.04% |
$230K - $285K
|
104K
$12.4M
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.06KNew |
$230K - $285K
|
3.06K
$365K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.06K+ 1.44% |
$230K - $284K
|
215K
$25.7M
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
3.05K+ 4.23% |
$230K - $284K
|
75.3K
$8.99M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 18.77% |
$226K - $279K
|
19K
$2.27M
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.9KNew |
$219K - $270K
|
2.9K
$347K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.87K+ 6.12% |
$216K - $267K
|
49.8K
$5.95M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.81KNew |
$212K - $262K
|
2.81K
$336K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.8KNew |
$211K - $261K
|
2.8K
$334K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.8KNew |
$211K - $260K
|
2.8K
$334K
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
2.77K+ 3.43% |
$209K - $258K
|
83.6K
$9.99M
|