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 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.04K+ 6.4% |
$86.6K - $113K
|
17.3K
$2.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1.03K+ 8.01% |
$85.9K - $112K
|
13.9K
$1.78M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.03K+ 16.09% |
$85.4K - $111K
|
7.4K
$946K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.02K+ 18.83% |
$84.7K - $111K
|
6.42K
$820K
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.02K+ 17.85% |
$84.7K - $111K
|
6.71K
$858K
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
990+ 7.76% |
$82.5K - $108K
|
13.7K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
968+ 18.79% |
$80.6K - $105K
|
6.12K
$783K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
956+ 0.59% |
$79.6K - $104K
|
163K
$20.9M
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
945+ 27.21% |
$78.7K - $103K
|
4.42K
$565K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
916+ 3.67% |
$76.3K - $99.6K
|
25.9K
$3.31M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
909+ 24.4% |
$75.7K - $98.8K
|
4.64K
$593K
|
|
|
May 13, 2022
Q1 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
900+ 39.13% |
$75K - $97.9K
|
3.2K
$409K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
894+ 4.42% |
$74.5K - $97.2K
|
21.1K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
889+ 15.33% |
$74.1K - $96.7K
|
6.69K
$855K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
888+ 15.31% |
$74K - $96.6K
|
6.69K
$855K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
880+ 13.49% |
$73.3K - $95.7K
|
7.4K
$946K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
856+ 24.84% |
$71.3K - $93.1K
|
4.3K
$550K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
849+ 15.39% |
$70.7K - $92.3K
|
6.36K
$814K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
841New |
$70.1K - $91.4K
|
841
$108K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
831+ 7.32% |
$69.2K - $90.4K
|
12.2K
$1.56M
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
829+ 28.99% |
$69.1K - $90.1K
|
3.69K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
821+ 37.9% |
$68.4K - $89.3K
|
2.99K
$382K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
801+ 597.76% |
$66.7K - $87.1K
|
935
$120K
|
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
BUY
|
- |
790+ 28.32% |
$65.8K - $85.9K
|
3.58K
$458K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
787+ 1.32% |
$65.6K - $85.6K
|
60.6K
$7.74M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
781+ 11.29% |
$65.1K - $84.9K
|
7.7K
$984K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
781+ 35.53% |
$65.1K - $84.9K
|
2.98K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
780+ 7.07% |
$65K - $84.8K
|
11.8K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
775+ 9.44% |
$64.6K - $84.3K
|
8.98K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
772+ 16.3% |
$64.3K - $83.9K
|
5.51K
$704K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
765+ 2.36% |
$63.7K - $83.2K
|
33.2K
$4.25M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
757+ 3.55% |
$63.1K - $82.3K
|
22.1K
$2.82M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
754+ 5.19% |
$62.8K - $82K
|
15.3K
$1.95M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
754+ 5.8% |
$62.8K - $82K
|
13.8K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
725+ 1.52% |
$60.4K - $78.8K
|
48.6K
$6.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
719+ 18.21% |
$59.9K - $78.2K
|
4.67K
$597K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
715+ 16.84% |
$59.6K - $77.7K
|
4.96K
$634K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
710+ 5.44% |
$59.2K - $77.2K
|
13.8K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
705+ 7.68% |
$58.7K - $76.7K
|
9.89K
$1.26M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
702+ 18.84% |
$58.5K - $76.3K
|
4.43K
$566K
|
|
|
May 09, 2022
Q1 2022
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
685+ 18.51% |
$57.1K - $74.5K
|
4.39K
$561K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
673+ 1.39% |
$56.1K - $73.2K
|
49.1K
$6.27M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
673+ 3.16% |
$56.1K - $73.2K
|
22K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
669+ 5.47% |
$55.7K - $72.7K
|
12.9K
$1.65M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
668+ 15.73% |
$55.7K - $72.6K
|
4.91K
$628K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
666+ 24.26% |
$55.5K - $72.4K
|
3.41K
$436K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
666+ 24.26% |
$55.5K - $72.4K
|
3.41K
$436K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
664+ 9.85% |
$55.3K - $72.2K
|
7.41K
$947K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
663+ 17.23% |
$55.2K - $72.1K
|
4.51K
$577K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
651+ 6.48% |
$54.2K - $70.8K
|
10.7K
$1.37M
|