Purchases and Sales Made in Q1 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.49KNew |
$124K - $161K
|
1.49K
$205K
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.48K+ 17.16% |
$123K - $161K
|
10.1K
$1.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.47K+ 141.82% |
$122K - $159K
|
2.5K
$344K
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.46K+ 8.75% |
$122K - $159K
|
18.2K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 1.6% |
$122K - $159K
|
93K
$12.8M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.46K+ 1.43% |
$121K - $158K
|
103K
$14.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.45K+ 2.02% |
$121K - $158K
|
73.4K
$10.1M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.44K+ 3.14% |
$120K - $156K
|
47.2K
$6.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
1.43K+ 1.02% |
$119K - $155K
|
142K
$19.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.42K+ 14.3% |
$118K - $155K
|
11.4K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.41K+ 11.41% |
$118K - $153K
|
13.8K
$1.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
1.41K+ 1.14% |
$117K - $153K
|
124K
$17.2M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 26.13% |
$117K - $153K
|
6.77K
$933K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
1.4K+ 3.38% |
$117K - $152K
|
42.9K
$5.91M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.36K+ 1335.29% |
$113K - $148K
|
1.46K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.35K+ 27.48% |
$113K - $147K
|
6.27K
$864K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.33K+ 369.44% |
$111K - $145K
|
1.69K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.33K+ 17.19% |
$110K - $144K
|
9.04K
$1.25M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.32K+ 19.59% |
$110K - $143K
|
8.05K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.31K+ 29.11% |
$109K - $142K
|
5.79K
$798K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.3K+ 38.81% |
$109K - $142K
|
4.66K
$642K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.3K+ 6.7% |
$108K - $141K
|
20.6K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.29K+ 257.8% |
$107K - $140K
|
1.79K
$247K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.29K+ 10.67% |
$107K - $140K
|
13.3K
$1.84M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
1.28K+ 15.46% |
$107K - $140K
|
9.58K
$1.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.27K+ 2.99% |
$106K - $139K
|
43.9K
$6.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 11.25% |
$105K - $137K
|
12.4K
$1.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.26K+ 70.83% |
$105K - $137K
|
3.03K
$418K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.25K+ 26.6% |
$104K - $136K
|
5.95K
$820K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.24KNew |
$103K - $135K
|
1.24K
$171K
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
1.21K+ 26.1% |
$101K - $132K
|
5.87K
$808K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.2K+ 0.54% |
$100K - $131K
|
222K
$30.6M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.18K+ 0.86% |
$98.6K - $129K
|
139K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.17K+ 12.61% |
$97.8K - $128K
|
10.5K
$1.44M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 65.78% |
$96.7K - $126K
|
2.93K
$403K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.16K+ 10.95% |
$96.7K - $126K
|
11.8K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$96.5K - $126K
|
1.16K
$160K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 12.38% |
$94.2K - $123K
|
10.3K
$1.41M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.13K+ 4.09% |
$94.1K - $123K
|
28.8K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.12K+ 0.74% |
$93.5K - $122K
|
152K
$21M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 2.61% |
$91.9K - $120K
|
43.3K
$5.97M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 23.51% |
$90.9K - $119K
|
5.73K
$790K
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
1.09K+ 3.28% |
$90.9K - $119K
|
34.4K
$4.74M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08K+ 24.01% |
$90.1K - $118K
|
5.59K
$770K
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.08KNew |
$89.7K - $117K
|
1.08K
$148K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.08K+ 22.24% |
$89.6K - $117K
|
5.91K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 11.29% |
$89K - $116K
|
10.5K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 16.87% |
$87.9K - $115K
|
7.31K
$1.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.05K+ 8.92% |
$87.1K - $114K
|
12.8K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.04K+ 35.99% |
$87K - $114K
|
3.95K
$544K
|