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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
399+ 6.27% |
$33.2K - $43.4K
|
6.77K
$865K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
395+ 207.89% |
$32.9K - $42.9K
|
585
$74.8K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
393+ 1.53% |
$32.7K - $42.7K
|
26K
$3.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
391+ 1.93% |
$32.6K - $42.5K
|
20.7K
$2.64M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
389+ 0.89% |
$32.4K - $42.3K
|
44.2K
$5.65M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
389+ 5.27% |
$32.4K - $42.3K
|
7.78K
$994K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
385+ 8.71% |
$32.1K - $41.9K
|
4.8K
$614K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
385New |
$32.1K - $41.9K
|
385
$49.2K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
381New |
$31.7K - $41.4K
|
381
$48.7K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
376+ 13.65% |
$31.3K - $40.9K
|
3.13K
$400K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
375+ 0.48% |
$31.2K - $40.8K
|
78.6K
$10M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
373+ 7.0% |
$31.1K - $40.6K
|
5.7K
$729K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
373+ 7.0% |
$31.1K - $40.6K
|
5.7K
$729K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
368New |
$30.7K - $40K
|
368
$47.1K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
366+ 1.85% |
$30.5K - $39.8K
|
20.1K
$2.57M
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
BUY
|
- |
362+ 0.13% |
$30.2K - $39.4K
|
275K
$35.1M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
358+ 8.85% |
$29.8K - $38.9K
|
4.41K
$563K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
350+ 7.5% |
$29.2K - $38.1K
|
5.02K
$642K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
345+ 7.6% |
$28.7K - $37.5K
|
4.88K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
337+ 2.55% |
$28.1K - $36.6K
|
13.6K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
332+ 2.12% |
$27.7K - $36.1K
|
16K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
331+ 0.54% |
$27.6K - $36K
|
61.4K
$7.86M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
328+ 24.68% |
$27.3K - $35.7K
|
1.66K
$212K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
325+ 14.12% |
$27.1K - $35.3K
|
2.63K
$336K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
321+ 5.72% |
$26.7K - $34.9K
|
5.93K
$758K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
315+ 0.87% |
$26.2K - $34.2K
|
36.5K
$4.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
312+ 1.74% |
$26K - $33.9K
|
18.2K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
308+ 5.5% |
$25.7K - $33.5K
|
5.9K
$755K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
307+ 7.86% |
$25.6K - $33.4K
|
4.22K
$539K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
305+ 6.86% |
$25.4K - $33.2K
|
4.75K
$608K
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
302+ 2.7% |
$25.2K - $32.8K
|
11.5K
$1.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
300+ 11.21% |
$25K - $32.6K
|
2.98K
$380K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
300+ 11.07% |
$25K - $32.6K
|
3.01K
$385K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
298+ 8.33% |
$24.8K - $32.4K
|
3.88K
$495K
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
285+ 126.67% |
$23.7K - $31K
|
510
$65.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
279+ 1.37% |
$23.2K - $30.3K
|
20.7K
$2.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
274+ 7.84% |
$22.8K - $29.8K
|
3.77K
$482K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
274+ 4.26% |
$22.8K - $29.8K
|
6.7K
$857K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
273+ 9.62% |
$22.7K - $29.7K
|
3.11K
$398K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
260+ 2.32% |
$21.7K - $28.3K
|
11.5K
$1.47M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
257+ 3.4% |
$21.4K - $27.9K
|
7.81K
$998K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
253+ 6.17% |
$21.1K - $27.5K
|
4.35K
$556K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
251+ 66.93% |
$20.9K - $27.3K
|
626
$80K
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
250+ 0.45% |
$20.8K - $27.2K
|
56.2K
$7.19M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 11.54% |
$20.8K - $27.2K
|
2.42K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 1.04% |
$20.8K - $27.2K
|
24.3K
$3.11M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
247+ 28.04% |
$20.6K - $26.9K
|
1.13K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
243New |
$20.2K - $26.4K
|
243
$31.1K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
240+ 5.62% |
$20K - $26.1K
|
4.51K
$576K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
239+ 4.09% |
$19.9K - $26K
|
6.08K
$777K
|