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 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
237+ 0.14% |
$19.7K - $25.8K
|
176K
$22.5M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
233+ 4.25% |
$19.4K - $25.3K
|
5.72K
$731K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
232+ 1.62% |
$19.3K - $25.2K
|
14.5K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
231+ 5.49% |
$19.2K - $25.1K
|
4.44K
$568K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
230+ 10.07% |
$19.2K - $25K
|
2.51K
$321K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
230+ 10.83% |
$19.2K - $25K
|
2.35K
$301K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
229New |
$19.1K - $24.9K
|
229
$29.3K
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
226+ 8.59% |
$18.8K - $24.6K
|
2.86K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
223+ 1.86% |
$18.6K - $24.2K
|
12.2K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
221+ 6.04% |
$18.4K - $24K
|
3.88K
$496K
|
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
217+ 0.32% |
$18.1K - $23.6K
|
68.6K
$8.77M
|
|
|
May 16, 2022
Q1 2022
|
Robotti Robert
New York, NY |
BUY
|
- |
215+ 3.07% |
$17.9K - $23.4K
|
7.22K
$923K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214+ 17.86% |
$17.8K - $23.3K
|
1.41K
$181K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
210+ 8.29% |
$17.5K - $22.8K
|
2.74K
$351K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
210+ 7.4% |
$17.5K - $22.8K
|
3.05K
$390K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
207+ 4.6% |
$17.2K - $22.5K
|
4.7K
$601K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
205+ 19.85% |
$17.1K - $22.3K
|
1.24K
$158K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
200+ 7.15% |
$16.7K - $21.7K
|
3K
$383K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
200New |
$16.7K - $21.7K
|
200
$25.6K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$16.7K - $21.7K
|
200
$25.6K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 0.49% |
$16.7K - $21.7K
|
41.3K
$5.27M
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200+ 200.0% |
$16.7K - $21.7K
|
300
$38.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
195New |
$16.2K - $21.2K
|
195
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
195+ 3.02% |
$16.2K - $21.2K
|
6.65K
$850K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
191+ 8.07% |
$15.9K - $20.8K
|
2.56K
$327K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
188+ 0.13% |
$15.7K - $20.4K
|
145K
$18.6M
|
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
186+ 1.5% |
$15.5K - $20.2K
|
12.6K
$1.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
180+ 1.31% |
$15K - $19.6K
|
13.9K
$1.78M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
173+ 9.39% |
$14.4K - $18.8K
|
2.02K
$258K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
173+ 3.4% |
$14.4K - $18.8K
|
5.26K
$672K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
172+ 4.96% |
$14.3K - $18.7K
|
3.64K
$466K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
169+ 5.9% |
$14.1K - $18.4K
|
3.03K
$388K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
168+ 1.68% |
$14K - $18.3K
|
10.2K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
166+ 3.45% |
$13.8K - $18K
|
4.98K
$637K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
165+ 4.23% |
$13.7K - $17.9K
|
4.06K
$519K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
160+ 5.24% |
$13.3K - $17.4K
|
3.22K
$411K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
154+ 0.16% |
$12.8K - $16.7K
|
94.6K
$12.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
151+ 3.9% |
$12.6K - $16.4K
|
4.02K
$514K
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
150+ 0.75% |
$12.5K - $16.3K
|
20.2K
$2.58M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150+ 6.02% |
$12.5K - $16.3K
|
2.64K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150+ 17.24% |
$12.5K - $16.3K
|
1.02K
$130K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$12.5K - $16.3K
|
150
$19.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
142+ 4.45% |
$11.8K - $15.4K
|
3.33K
$426K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
141+ 20.32% |
$11.7K - $15.3K
|
835
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140+ 3.23% |
$11.7K - $15.2K
|
4.47K
$572K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
139+ 5.08% |
$11.6K - $15.1K
|
2.88K
$368K
|
|
|
May 09, 2022
Q1 2022
|
Humankind Investments LLC
|
BUY
|
- |
139+ 4.98% |
$11.6K - $15.1K
|
2.93K
$375K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
127+ 2.85% |
$10.6K - $13.8K
|
4.59K
$586K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
126+ 47.55% |
$10.5K - $13.7K
|
391
$50K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
122+ 3.18% |
$10.2K - $13.3K
|
3.96K
$507K
|