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 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-93- 93.0% |
$7.75K - $10.1K
|
7
$895
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-94- 1.67% |
$7.83K - $10.2K
|
5.52K
$706K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-95- 2.45% |
$7.91K - $10.3K
|
3.79K
$485K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-100Closed |
$8.33K - $10.9K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-100- 0.74% |
$8.33K - $10.9K
|
13.5K
$1.73M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-100- 26.25% |
$8.33K - $10.9K
|
281
$35.9K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-101- 3.05% |
$8.41K - $11K
|
3.21K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-102Closed |
$8.5K - $11.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-102- 33.33% |
$8.5K - $11.1K
|
204
$26.1K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-105Closed |
$8.75K - $11.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-117- 9.48% |
$9.75K - $12.7K
|
1.12K
$143K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-118- 3.99% |
$9.83K - $12.8K
|
2.84K
$364K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-125- 0.53% |
$10.4K - $13.6K
|
23.2K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-125- 3.92% |
$10.4K - $13.6K
|
3.06K
$392K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-132- 4.31% |
$11K - $14.4K
|
2.93K
$375K
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-134- 3.48% |
$11.2K - $14.6K
|
3.72K
$475K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-134- 12.56% |
$11.2K - $14.6K
|
933
$119K
|
|
|
Apr 29, 2022
Q1 2022
|
Forte Capital LLC
|
SELL
|
- |
-135- 5.73% |
$11.2K - $14.7K
|
2.22K
$284K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-135- 0.74% |
$11.2K - $14.7K
|
18K
$2.3M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-146- 5.98% |
$12.2K - $15.9K
|
2.29K
$293K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-149- 29.86% |
$12.4K - $16.2K
|
350
$44.8K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-149- 5.94% |
$12.4K - $16.2K
|
2.36K
$302K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 2.96% |
$12.4K - $16.2K
|
4.89K
$625K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-150- 0.6% |
$12.5K - $16.3K
|
24.8K
$3.17M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-150- 3.38% |
$12.5K - $16.3K
|
4.29K
$548K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 2.98% |
$12.5K - $16.3K
|
4.88K
$624K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-153- 11.35% |
$12.7K - $16.6K
|
1.2K
$153K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-153- 1.39% |
$12.7K - $16.6K
|
10.8K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-155Closed |
$12.9K - $16.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-157- 1.92% |
$13.1K - $17.1K
|
8.03K
$1.03M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-161- 16.48% |
$13.4K - $17.5K
|
816
$104K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-162- 0.64% |
$13.5K - $17.6K
|
25.1K
$3.21M
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-167- 0.02% |
$13.9K - $18.2K
|
705K
$90.2M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-170- 0.31% |
$14.2K - $18.5K
|
54.7K
$6.99M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-172- 0.39% |
$14.3K - $18.7K
|
43.8K
$5.6M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-172- 1.49% |
$14.3K - $18.7K
|
11.3K
$1.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-173- 1.24% |
$14.4K - $18.8K
|
13.8K
$1.76M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-175- 22.32% |
$14.6K - $19K
|
609
$77.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-179- 81.74% |
$14.9K - $19.5K
|
40
$5.11K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-180- 5.59% |
$15K - $19.6K
|
3.04K
$389K
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-181- 3.99% |
$15.1K - $19.7K
|
4.36K
$557K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-197- 2.19% |
$16.4K - $21.4K
|
8.8K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-198Closed |
$16.5K - $21.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-200Closed |
$16.7K - $21.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-205- 1.57% |
$17.1K - $22.3K
|
12.8K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-206- 0.31% |
$17.2K - $22.4K
|
67.2K
$8.6M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-210- 3.53% |
$17.5K - $22.8K
|
5.74K
$733K
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-211- 5.58% |
$17.6K - $22.9K
|
3.57K
$456K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-214- 2.58% |
$17.8K - $23.3K
|
8.09K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-216- 0.24% |
$18K - $23.5K
|
88.6K
$11.3M
|