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
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$206K - $255K
|
2.74K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 10.93% |
$206K - $254K
|
27.7K
$3.31M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.71K+ 13.83% |
$204K - $253K
|
22.3K
$2.67M
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.7KNew |
$203K - $251K
|
2.7K
$322K
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.69KNew |
$203K - $251K
|
2.69K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 2.82% |
$203K - $250K
|
98.1K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.69KNew |
$202K - $250K
|
2.69K
$321K
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.63K+ 1.91% |
$198K - $245K
|
140K
$16.8M
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
2.6KNew |
$196K - $242K
|
2.6K
$310K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.59KNew |
$195K - $241K
|
2.59K
$309K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.58K+ 7.45% |
$194K - $240K
|
37.3K
$4.45M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.56KNew |
$193K - $238K
|
2.56K
$306K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.55K+ 3.77% |
$192K - $237K
|
70.1K
$8.38M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.54K+ 43.57% |
$191K - $237K
|
8.38K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 0.31% |
$191K - $236K
|
823K
$98.3M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.53KNew |
$191K - $236K
|
2.53K
$302K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.53K+ 2.53% |
$191K - $235K
|
103K
$12.3M
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.53K+ 30.67% |
$190K - $235K
|
10.8K
$1.29M
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.52K+ 32.48% |
$190K - $235K
|
10.3K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.52K+ 9.84% |
$190K - $235K
|
28.1K
$3.36M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
2.51KNew |
$189K - $234K
|
2.51K
$300K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.51KNew |
$189K - $234K
|
2.51K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.5KNew |
$188K - $233K
|
2.5K
$299K
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.49KNew |
$187K - $232K
|
2.49K
$297K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.48KNew |
$187K - $230K
|
2.48K
$296K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.48KNew |
$186K - $230K
|
2.48K
$296K
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $230K
|
2.47K
$295K
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.47KNew |
$186K - $230K
|
2.47K
$295K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
2.45K+ 43.24% |
$185K - $228K
|
8.12K
$970K
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.45K+ 11.89% |
$184K - $227K
|
23K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.45K+ 11.59% |
$184K - $227K
|
23.5K
$2.81M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.44K+ 25.27% |
$184K - $227K
|
12.1K
$1.44M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.44KNew |
$183K - $227K
|
2.44K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$291K
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$290K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$289K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$289K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$288K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.39KNew |
$180K - $222K
|
2.39K
$285K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
2.38K+ 7.86% |
$179K - $222K
|
32.7K
$3.9M
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$177K - $219K
|
2.36K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.36K+ 6.1% |
$177K - $219K
|
41K
$4.89M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.35KNew |
$177K - $219K
|
2.35K
$281K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.32K+ 15.73% |
$175K - $216K
|
17.1K
$2.04M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 6.97% |
$175K - $216K
|
35.6K
$4.26M
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.31K+ 1724.63% |
$174K - $215K
|
2.45K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 14.69% |
$173K - $214K
|
17.9K
$2.14M
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.27K+ 42.58% |
$171K - $212K
|
7.62K
$910K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.25K+ 11.15% |
$170K - $210K
|
22.5K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.2KNew |
$166K - $205K
|
2.2K
$263K
|