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 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-220- 6.63% |
$18.3K - $23.9K
|
3.1K
$396K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-228- 2.38% |
$19K - $24.8K
|
9.36K
$1.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-232- 5.43% |
$19.3K - $25.2K
|
4.04K
$517K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-233- 11.2% |
$19.4K - $25.3K
|
1.85K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-239- 1.52% |
$19.9K - $26K
|
15.5K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-242- 2.02% |
$20.2K - $26.3K
|
11.7K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-247- 82.33% |
$20.6K - $26.9K
|
53
$6.78K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-250- 3.34% |
$20.8K - $27.2K
|
7.23K
$924K
|
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
SELL
|
- |
-252- 0.4% |
$21K - $27.4K
|
63.3K
$8.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-254- 1.51% |
$21.2K - $27.6K
|
16.6K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-254- 1.63% |
$21.2K - $27.6K
|
15.4K
$1.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-257- 0.51% |
$21.4K - $27.9K
|
50.4K
$6.44M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-257- 1.61% |
$21.4K - $27.9K
|
15.7K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-260- 5.46% |
$21.7K - $28.3K
|
4.5K
$575K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-263- 1.92% |
$21.9K - $28.6K
|
13.5K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-268- 9.8% |
$22.3K - $29.1K
|
2.47K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-273- 4.37% |
$22.7K - $29.7K
|
5.98K
$765K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-285- 4.31% |
$23.7K - $31K
|
6.33K
$809K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-290- 2.23% |
$24.2K - $31.5K
|
12.7K
$1.63M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-298- 9.42% |
$24.8K - $32.4K
|
2.87K
$367K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-300- 3.53% |
$25K - $32.6K
|
8.2K
$1.05M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-300- 0.29% |
$25K - $32.6K
|
103K
$13.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300Closed |
$25K - $32.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-300- 10.0% |
$25K - $32.6K
|
2.7K
$345K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-300- 7.13% |
$25K - $32.6K
|
3.91K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-300Closed |
$25K - $32.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-302- 6.46% |
$25.2K - $32.8K
|
4.38K
$559K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-303- 6.84% |
$25.2K - $32.9K
|
4.13K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-306- 8.12% |
$25.5K - $33.3K
|
3.46K
$443K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-309- 10.91% |
$25.7K - $33.6K
|
2.52K
$323K
|
|
|
Apr 20, 2022
Q1 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-312- 4.96% |
$26K - $33.9K
|
5.98K
$764K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-313- 5.12% |
$26.1K - $34K
|
5.8K
$742K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-315- 2.1% |
$26.2K - $34.2K
|
14.7K
$1.88M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-320- 11.86% |
$26.7K - $34.8K
|
2.38K
$304K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-325- 4.85% |
$27.1K - $35.3K
|
6.38K
$815K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-328- 84.75% |
$27.3K - $35.7K
|
59
$7.54K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-335- 3.41% |
$27.9K - $36.4K
|
9.48K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-340- 1.88% |
$28.3K - $37K
|
17.7K
$2.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Lipe & Dalton
|
SELL
|
- |
-349- 1.12% |
$29.1K - $37.9K
|
30.8K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-359- 6.78% |
$29.9K - $39K
|
4.94K
$631K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-361- 9.17% |
$30.1K - $39.3K
|
3.58K
$457K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-366- 1.77% |
$30.5K - $39.8K
|
20.3K
$2.6M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-373- 11.76% |
$31.1K - $40.6K
|
2.8K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-374- 5.91% |
$31.2K - $40.7K
|
5.95K
$761K
|
|
|
Apr 20, 2022
Q1 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-375- 0.53% |
$31.2K - $40.8K
|
69.9K
$8.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-378- 4.79% |
$31.5K - $41.1K
|
7.52K
$961K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-381- 0.98% |
$31.7K - $41.4K
|
38.7K
$4.95M
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-383- 0.67% |
$31.9K - $41.6K
|
56.7K
$7.25M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-383- 1.84% |
$31.9K - $41.6K
|
20.4K
$2.61M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-386- 79.1% |
$32.2K - $42K
|
102
$13K
|