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 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
650+ 66.67% |
$54.2K - $70.7K
|
1.63K
$208K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
648+ 1.55% |
$54K - $70.5K
|
42.5K
$5.43M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
645+ 4.48% |
$53.7K - $70.1K
|
15K
$1.92M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
642+ 23.46% |
$53.5K - $69.8K
|
3.38K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
637+ 27.89% |
$53.1K - $69.3K
|
2.92K
$373K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
634+ 11.33% |
$52.8K - $68.9K
|
6.23K
$797K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
627+ 3.26% |
$52.2K - $68.2K
|
19.8K
$2.54M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
626+ 3.81% |
$52.2K - $68.1K
|
17.1K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
621+ 8.67% |
$51.7K - $67.5K
|
7.78K
$995K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
618+ 7.09% |
$51.5K - $67.2K
|
9.33K
$1.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
600+ 28.45% |
$50K - $65.2K
|
2.71K
$346K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
599+ 13.88% |
$49.9K - $65.1K
|
4.91K
$628K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
580+ 4.26% |
$48.3K - $63.1K
|
14.2K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
567+ 6.94% |
$47.2K - $61.6K
|
8.74K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
561+ 4.08% |
$46.7K - $61K
|
14.3K
$1.83M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
554+ 7.41% |
$46.2K - $60.2K
|
8.03K
$1.03M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
551+ 18.9% |
$45.9K - $59.9K
|
3.47K
$443K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
543+ 1.28% |
$45.2K - $59K
|
43.1K
$5.51M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
540+ 13.87% |
$45K - $58.7K
|
4.43K
$567K
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
532+ 18.23% |
$44.3K - $57.8K
|
3.45K
$441K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
531+ 5.55% |
$44.2K - $57.7K
|
10.1K
$1.29M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
530+ 11.41% |
$44.2K - $57.6K
|
5.17K
$662K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
527+ 18.76% |
$43.9K - $57.3K
|
3.34K
$427K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
518+ 11.27% |
$43.2K - $56.3K
|
5.11K
$654K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
505+ 5.47% |
$42.1K - $54.9K
|
9.74K
$1.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
500+ 8.33% |
$41.7K - $54.4K
|
6.5K
$831K
|
|
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
BUY
|
- |
500+ 0.14% |
$41.7K - $54.4K
|
365K
$46.6M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
500+ 14.51% |
$41.7K - $54.4K
|
3.95K
$504K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
494+ 15.41% |
$41.2K - $53.7K
|
3.7K
$473K
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
490+ 4.96% |
$40.8K - $53.3K
|
10.4K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
488+ 12.74% |
$40.7K - $53.1K
|
4.32K
$552K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
486+ 22.19% |
$40.5K - $52.8K
|
2.68K
$342K
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
484+ 3.0% |
$40.3K - $52.6K
|
16.6K
$2.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
466+ 1.04% |
$38.8K - $50.7K
|
45.2K
$5.78M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
465+ 8.58% |
$38.7K - $50.6K
|
5.88K
$752K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
464+ 14.5% |
$38.7K - $50.5K
|
3.66K
$468K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
459+ 11.23% |
$38.2K - $49.9K
|
4.55K
$581K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
458+ 0.9% |
$38.2K - $49.8K
|
51.5K
$6.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
456+ 28.79% |
$38K - $49.6K
|
2.04K
$261K
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
452+ 3.07% |
$37.7K - $49.1K
|
15.2K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
438+ 0.61% |
$36.5K - $47.6K
|
72.6K
$9.28M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 1.77% |
$36.4K - $47.5K
|
25.1K
$3.21M
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
419+ 5.47% |
$34.9K - $45.6K
|
8.08K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
415+ 1.78% |
$34.6K - $45.1K
|
23.8K
$3.04M
|
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
410+ 14.29% |
$34.2K - $44.6K
|
3.28K
$419K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
409+ 0.49% |
$34.1K - $44.5K
|
84.4K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
408New |
$34K - $44.4K
|
408
$52.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
404+ 3.23% |
$33.7K - $43.9K
|
12.9K
$1.65M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
403+ 4.7% |
$33.6K - $43.8K
|
8.98K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
402+ 2.7% |
$33.5K - $43.7K
|
15.3K
$1.95M
|