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
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-389- 3.81% |
$32.4K - $42.3K
|
9.82K
$1.25M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-391- 2.63% |
$32.6K - $42.5K
|
14.5K
$1.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-391- 1.15% |
$32.6K - $42.5K
|
33.6K
$4.3M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-393- 0.18% |
$32.7K - $42.7K
|
220K
$28.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-397- 1.57% |
$33.1K - $43.2K
|
24.8K
$3.18M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 8.6% |
$33.3K - $43.5K
|
4.25K
$543K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$33.3K - $43.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-400- 14.92% |
$33.3K - $43.5K
|
2.28K
$292K
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-403- 3.86% |
$33.6K - $43.8K
|
10K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-410- 6.45% |
$34.2K - $44.6K
|
5.94K
$760K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-415- 11.64% |
$34.6K - $45.1K
|
3.15K
$403K
|
|
|
May 12, 2022
Q1 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-415- 1.03% |
$34.6K - $45.1K
|
39.9K
$5.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-423- 0.78% |
$35.2K - $46K
|
53.8K
$6.88M
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-428- 0.34% |
$35.7K - $46.5K
|
125K
$16M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-430- 11.56% |
$35.8K - $46.8K
|
3.29K
$421K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-435- 7.19% |
$36.2K - $47.3K
|
5.62K
$718K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-440- 7.94% |
$36.7K - $47.8K
|
5.1K
$652K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 36.47% |
$37.5K - $48.9K
|
784
$100K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-451- 3.69% |
$37.6K - $49K
|
11.8K
$1.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-456- 47.6% |
$38K - $49.6K
|
502
$64.2K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-465- 5.14% |
$38.7K - $50.6K
|
8.58K
$1.1M
|
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-468- 10.11% |
$39K - $50.9K
|
4.16K
$532K
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-469- 4.93% |
$39.1K - $51K
|
9.04K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-470- 0.42% |
$39.2K - $51.1K
|
110K
$14.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-475- 11.27% |
$39.6K - $51.6K
|
3.74K
$478K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-478- 5.55% |
$39.8K - $52K
|
8.14K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-485- 32.68% |
$40.4K - $52.7K
|
999
$128K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-498- 1.26% |
$41.5K - $54.1K
|
38.9K
$4.97M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.56% |
$41.7K - $54.4K
|
89.5K
$11.4M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-500- 5.26% |
$41.7K - $54.4K
|
9K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-508- 2.35% |
$42.3K - $55.2K
|
21.1K
$2.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-530- 7.15% |
$44.2K - $57.6K
|
6.88K
$880K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-535- 25.3% |
$44.6K - $58.2K
|
1.58K
$202K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-544- 11.59% |
$45.3K - $59.1K
|
4.15K
$531K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-546- 0.95% |
$45.5K - $59.4K
|
56.9K
$7.28M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-547- 14.72% |
$45.6K - $59.5K
|
3.17K
$405K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-550- 17.59% |
$45.8K - $59.8K
|
2.58K
$329K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-556- 7.71% |
$46.3K - $60.5K
|
6.65K
$850K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-568Closed |
$47.3K - $61.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-569- 4.12% |
$47.4K - $61.9K
|
13.2K
$1.69M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-569- 8.08% |
$47.4K - $61.9K
|
6.47K
$827K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-574- 18.44% |
$47.8K - $62.4K
|
2.54K
$325K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-582- 7.37% |
$48.5K - $63.3K
|
7.31K
$935K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-587- 13.72% |
$48.9K - $63.8K
|
3.69K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-600- 20.38% |
$50K - $65.2K
|
2.34K
$300K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-600- 10.5% |
$50K - $65.2K
|
5.12K
$654K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-600- 3.04% |
$50K - $65.2K
|
19.1K
$2.44M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
SELL
|
- |
-615- 2.11% |
$51.2K - $66.9K
|
28.5K
$3.65M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-616- 18.72% |
$51.3K - $67K
|
2.68K
$342K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-619- 2.15% |
$51.6K - $67.3K
|
28.2K
$3.6M
|