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
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 0.4% |
$2.33K - $3.04K
|
7.04K
$900K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-31Closed |
$2.58K - $3.37K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-32Closed |
$2.67K - $3.48K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-33Closed |
$2.75K - $3.59K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-33- 0.13% |
$2.75K - $3.59K
|
26.2K
$3.36M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33Closed |
$2.75K - $3.59K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-34- 0.12% |
$2.83K - $3.7K
|
28.1K
$3.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-34- 1.42% |
$2.83K - $3.7K
|
2.37K
$303K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-37- 1.49% |
$3.08K - $4.02K
|
2.45K
$313K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-37- 5.38% |
$3.08K - $4.02K
|
651
$83.2K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-39Closed |
$3.25K - $4.24K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-39Closed |
$3.25K - $4.24K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-44- 0.18% |
$3.67K - $4.78K
|
24.3K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-44Closed |
$3.67K - $4.78K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.85% |
$4K - $5.22K
|
2.55K
$326K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-49- 0.67% |
$4.08K - $5.33K
|
7.3K
$934K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-50- 1.78% |
$4.17K - $5.44K
|
2.76K
$353K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.38% |
$4.17K - $5.44K
|
3.58K
$458K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.83% |
$4.17K - $5.44K
|
5.96K
$762K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 7.69% |
$4.17K - $5.44K
|
600
$76.7K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-50- 2.93% |
$4.17K - $5.44K
|
1.66K
$212K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-53- 1.31% |
$4.42K - $5.76K
|
4.01K
$512K
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-54- 0.2% |
$4.5K - $5.87K
|
27.2K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-55- 0.04% |
$4.58K - $5.98K
|
151K
$19.3M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-59- 1.13% |
$4.92K - $6.42K
|
5.17K
$661K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-61- 3.21% |
$5.08K - $6.63K
|
1.84K
$235K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-62- 0.32% |
$5.17K - $6.74K
|
19.2K
$2.45M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-63- 0.67% |
$5.25K - $6.85K
|
9.4K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-65Closed |
$5.42K - $7.07K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-69- 71.13% |
$5.75K - $7.5K
|
28
$3.58K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 85.54% |
$5.92K - $7.72K
|
12
$1.53K
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-72- 0.63% |
$6K - $7.83K
|
11.3K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-74- 1.32% |
$6.16K - $8.05K
|
5.55K
$709K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-75- 0.94% |
$6.25K - $8.15K
|
7.9K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-75- 1.48% |
$6.25K - $8.15K
|
5K
$639K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 2.28% |
$6.33K - $8.26K
|
3.26K
$416K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-76- 7.59% |
$6.33K - $8.26K
|
925
$118K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 6.54% |
$6.41K - $8.37K
|
1.1K
$141K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-78- 2.43% |
$6.5K - $8.48K
|
3.13K
$400K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-78- 2.55% |
$6.5K - $8.48K
|
2.98K
$382K
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-81- 0.59% |
$6.75K - $8.81K
|
13.5K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-81- 27.09% |
$6.75K - $8.81K
|
218
$27.9K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.13% |
$7K - $9.13K
|
66.5K
$8.5M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-86- 0.69% |
$7.16K - $9.35K
|
12.3K
$1.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-88- 0.39% |
$7.33K - $9.57K
|
22.5K
$2.88M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-88- 0.02% |
$7.33K - $9.57K
|
380K
$48.6M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 2.22% |
$7.41K - $9.68K
|
3.92K
$501K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-91Closed |
$7.58K - $9.89K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-91- 80.53% |
$7.58K - $9.89K
|
22
$2.81K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-93Closed |
$7.75K - $10.1K
|
0
$0
|