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 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
59+ 19.67% |
$4.92K - $6.42K
|
359
$45.9K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59+ 5.22% |
$4.92K - $6.42K
|
1.19K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
58+ 0.45% |
$4.83K - $6.31K
|
12.8K
$1.64M
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
54+ 1.92% |
$4.5K - $5.87K
|
2.86K
$366K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
54+ 1.92% |
$4.5K - $5.87K
|
2.86K
$366K
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
50+ 0.32% |
$4.17K - $5.44K
|
15.7K
$2.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
50+ 1.84% |
$4.17K - $5.44K
|
2.77K
$354K
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50+ 0.4% |
$4.17K - $5.44K
|
12.4K
$1.59M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
48New |
$4K - $5.22K
|
48
$6.14K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
47+ 0.55% |
$3.92K - $5.11K
|
8.56K
$1.09M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
45+ 0.35% |
$3.75K - $4.89K
|
12.8K
$1.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$3.58K - $4.68K
|
43
$5.5K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43+ 3.13% |
$3.58K - $4.68K
|
1.42K
$181K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
43+ 1.63% |
$3.58K - $4.68K
|
2.68K
$343K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
41+ 1.37% |
$3.42K - $4.46K
|
3.03K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 0.24% |
$3.42K - $4.46K
|
17.4K
$2.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
38+ 1.69% |
$3.17K - $4.13K
|
2.29K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
35+ 0.89% |
$2.92K - $3.81K
|
3.96K
$506K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33+ 0.47% |
$2.75K - $3.59K
|
7.13K
$911K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
31+ 13.78% |
$2.58K - $3.37K
|
256
$32.7K
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
31+ 0.66% |
$2.58K - $3.37K
|
4.71K
$602K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
30+ 41.1% |
$2.5K - $3.26K
|
103
$13.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
29+ 0.22% |
$2.42K - $3.15K
|
13.1K
$1.67M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
28+ 1.12% |
$2.33K - $3.04K
|
2.53K
$324K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.71% |
$2.25K - $2.94K
|
3.83K
$489K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
27+ 0.54% |
$2.25K - $2.94K
|
5.06K
$646K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.06% |
$2.17K - $2.83K
|
44.1K
$5.64M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
24+ 0.3% |
$2K - $2.61K
|
7.94K
$1.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Unigestion Holding Sa
|
BUY
|
- |
23+ 0.17% |
$1.92K - $2.5K
|
13.6K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.15% |
$1.92K - $2.5K
|
14.9K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
21+ 70.0% |
$1.75K - $2.28K
|
51
$6.52K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
20+ 0.16% |
$1.67K - $2.17K
|
12.9K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.35% |
$1.58K - $2.07K
|
5.5K
$703K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19+ 0.21% |
$1.58K - $2.07K
|
9.2K
$1.18M
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
16+ 0.01% |
$1.33K - $1.74K
|
156K
$20M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16+ 0.66% |
$1.33K - $1.74K
|
2.45K
$314K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.65% |
$1.25K - $1.63K
|
2.31K
$295K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
14+ 0.15% |
$1.17K - $1.52K
|
9.18K
$1.17M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
13+ 0.35% |
$1.08K - $1.41K
|
3.74K
$478K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.65% |
$1K - $1.3K
|
1.86K
$237K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
12+ 0.52% |
$1K - $1.3K
|
2.33K
$298K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
12+ 6.9% |
$1K - $1.3K
|
186
$23.8K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
12+ 0.21% |
$1K - $1.3K
|
5.69K
$727K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 8.73% |
$916 - $1.2K
|
137
$17.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.67% |
$750 - $979
|
1.34K
$172K
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$750 - $979
|
6.53K
$835K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.3% |
$750 - $979
|
3.03K
$388K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$666 - $870
|
8
$1.02K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.64% |
$583 - $761
|
1.11K
$141K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.03% |
$500 - $652
|
18K
$2.3M
|