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 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
121+ 3.26% |
$10.1K - $13.2K
|
3.83K
$490K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
121+ 3.24% |
$10.1K - $13.2K
|
3.85K
$493K
|
|
|
Apr 18, 2022
Q1 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
120+ 0.26% |
$10K - $13K
|
45.6K
$5.83M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
120+ 3.04% |
$10K - $13K
|
4.07K
$520K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
119+ 3.51% |
$9.91K - $12.9K
|
3.51K
$448K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
117+ 2.12% |
$9.75K - $12.7K
|
5.62K
$719K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
116+ 5.26% |
$9.66K - $12.6K
|
2.32K
$297K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
115+ 2.54% |
$9.58K - $12.5K
|
4.65K
$594K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115+ 30.34% |
$9.58K - $12.5K
|
494
$63.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
112+ 2.22% |
$9.33K - $12.2K
|
5.17K
$661K
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
111+ 0.64% |
$9.25K - $12.1K
|
17.5K
$2.24M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
110+ 0.38% |
$9.16K - $12K
|
29.1K
$3.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
107+ 0.23% |
$8.91K - $11.6K
|
45.7K
$5.84M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
106+ 102.91% |
$8.83K - $11.5K
|
209
$26.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
105+ 4.08% |
$8.75K - $11.4K
|
2.68K
$343K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
104New |
$8.66K - $11.3K
|
104
$13.3K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
104+ 2.96% |
$8.66K - $11.3K
|
3.61K
$462K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
104+ 2.28% |
$8.66K - $11.3K
|
4.67K
$597K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 50.0% |
$8.33K - $10.9K
|
300
$38.4K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 19.92% |
$8.33K - $10.9K
|
602
$77K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
100+ 1.73% |
$8.33K - $10.9K
|
5.89K
$753K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
97+ 18.51% |
$8.08K - $10.5K
|
621
$79.4K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
96+ 1.73% |
$8K - $10.4K
|
5.66K
$724K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
94+ 3.46% |
$7.83K - $10.2K
|
2.81K
$359K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
93+ 3.54% |
$7.75K - $10.1K
|
2.72K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
93New |
$7.75K - $10.1K
|
93
$11.9K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
92New |
$7.66K - $10K
|
92
$11.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
91+ 1.12% |
$7.58K - $9.89K
|
8.24K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
91+ 1.73% |
$7.58K - $9.89K
|
5.36K
$685K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
91+ 0.19% |
$7.58K - $9.89K
|
48.6K
$6.21M
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
90+ 0.63% |
$7.5K - $9.79K
|
14.3K
$1.83M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
89+ 0.34% |
$7.41K - $9.68K
|
26.5K
$3.39M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
87+ 0.6% |
$7.25K - $9.46K
|
14.5K
$1.85M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
86New |
$7.16K - $9.35K
|
86
$11K
|
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
BUY
|
- |
85+ 0.14% |
$7.08K - $9.24K
|
59.1K
$7.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
84+ 10.55% |
$7K - $9.13K
|
880
$113K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
84+ 0.76% |
$7K - $9.13K
|
11.2K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
81+ 0.17% |
$6.75K - $8.81K
|
48.2K
$6.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
77+ 3.22% |
$6.41K - $8.37K
|
2.47K
$316K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 1.44% |
$6.33K - $8.26K
|
5.37K
$687K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
75+ 26.88% |
$6.25K - $8.15K
|
354
$45.3K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
73+ 12.21% |
$6.08K - $7.94K
|
671
$85.8K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
71+ 2.79% |
$5.92K - $7.72K
|
2.62K
$335K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
70New |
$5.83K - $7.61K
|
70
$8.95K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
67+ 1.62% |
$5.58K - $7.28K
|
4.19K
$536K
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
66+ 2.18% |
$5.5K - $7.18K
|
3.09K
$395K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
65+ 7.31% |
$5.42K - $7.07K
|
954
$122K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
64+ 0.45% |
$5.33K - $6.96K
|
14.3K
$1.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
62+ 2.07% |
$5.17K - $6.74K
|
3.06K
$392K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60New |
$5K - $6.52K
|
60
$7.67K
|