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 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
6+ 0.12% |
$500 - $652
|
5K
$639K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.06% |
$500 - $652
|
10.4K
$1.33M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 2.13% |
$333 - $435
|
192
$24.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.53% |
$333 - $435
|
764
$97.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.17% |
$333 - $435
|
2.39K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4+ 0.13% |
$333 - $435
|
3.06K
$392K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.02% |
$250 - $326
|
12.6K
$1.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.51% |
$250 - $326
|
596
$76.2K
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$250 - $326
|
6.5K
$832K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2New |
$167 - $217
|
2
$256
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.3% |
$167 - $217
|
665
$85K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$167 - $217
|
3.51K
$448K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$83.3 - $109
|
683
$87.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$83.3 - $109
|
840
$107K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.01% |
$83.3 - $109
|
16.8K
$2.15M
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.24% |
$83.3 - $109
|
413
$52.8K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$83.3 - $109
|
16
$2.05K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.02% |
$83.3 - $109
|
4.04K
$516K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.14% |
$250 - $326
|
2.11K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 1.71% |
$250 - $326
|
172
$22K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-4- 2.56% |
$333 - $435
|
152
$19.4K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 0.19% |
$333 - $435
|
2.09K
$268K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5- 0.09% |
$417 - $544
|
5.55K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6- 0.18% |
$500 - $652
|
3.31K
$423K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6Closed |
$500 - $652
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-7- 0.01% |
$583 - $761
|
82.3K
$10.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8- 0.22% |
$666 - $870
|
3.63K
$464K
|
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-8- 0.1% |
$666 - $870
|
7.89K
$1.01M
|
|
|
May 17, 2022
Q1 2022
|
Somerville Kurt F
|
SELL
|
- |
-8- 0.11% |
$666 - $870
|
7.09K
$906K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 1.46% |
$916 - $1.2K
|
741
$94.7K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-11- 0.78% |
$916 - $1.2K
|
1.4K
$180K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13- 0.43% |
$1.08K - $1.41K
|
3K
$384K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.4% |
$1.25K - $1.63K
|
3.69K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16- 0.19% |
$1.33K - $1.74K
|
8.2K
$1.05M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16- 1.23% |
$1.33K - $1.74K
|
1.28K
$164K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-17- 0.3% |
$1.42K - $1.85K
|
5.64K
$720K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-18- 0.6% |
$1.5K - $1.96K
|
2.98K
$381K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$1.5K - $1.96K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-19- 0.41% |
$1.58K - $2.07K
|
4.62K
$591K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-19- 2.26% |
$1.58K - $2.07K
|
823
$105K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-20- 0.77% |
$1.67K - $2.17K
|
2.59K
$331K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-21- 4.09% |
$1.75K - $2.28K
|
492
$62.9K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-22- 0.52% |
$1.83K - $2.39K
|
4.17K
$534K
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-23- 0.73% |
$1.92K - $2.5K
|
3.14K
$401K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-24- 0.62% |
$2K - $2.61K
|
3.84K
$490K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.19% |
$2K - $2.61K
|
12.5K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-24- 0.27% |
$2K - $2.61K
|
8.89K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-25- 0.19% |
$2.08K - $2.72K
|
13.5K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 2.04% |
$2.25K - $2.94K
|
1.3K
$166K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27- 0.65% |
$2.25K - $2.94K
|
4.1K
$524K
|