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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-624- 0.68% |
$52K - $67.8K
|
91.4K
$11.7M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-637Closed |
$53.1K - $69.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-643- 7.07% |
$53.6K - $69.9K
|
8.45K
$1.08M
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-645- 0.12% |
$53.7K - $70.1K
|
523K
$66.8M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-650- 2.94% |
$54.2K - $70.7K
|
21.4K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-653- 8.25% |
$54.4K - $71K
|
7.26K
$929K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-661- 4.76% |
$55.1K - $71.9K
|
13.2K
$1.69M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-681- 14.78% |
$56.7K - $74K
|
3.93K
$502K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-688- 30.52% |
$57.3K - $74.8K
|
1.57K
$200K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-698- 4.54% |
$58.2K - $75.9K
|
14.7K
$1.88M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-712- 21.29% |
$59.3K - $77.4K
|
2.63K
$337K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-724- 11.02% |
$60.3K - $78.7K
|
5.84K
$747K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-725- 11.29% |
$60.4K - $78.8K
|
5.7K
$728K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-726- 13.2% |
$60.5K - $78.9K
|
4.78K
$611K
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-734- 6.38% |
$61.1K - $79.8K
|
10.8K
$1.38M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-735- 23.57% |
$61.2K - $79.9K
|
2.38K
$305K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-750Closed |
$62.5K - $81.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-750- 23.08% |
$62.5K - $81.5K
|
2.5K
$320K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-754- 2.81% |
$62.8K - $82K
|
26K
$3.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-772- 14.89% |
$64.3K - $83.9K
|
4.41K
$564K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-785Closed |
$65.4K - $85.4K
|
0
$0
|
|
|
Aug 02, 2023
Q1 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-794- 3.2% |
$66.1K - $86.3K
|
24.1K
$3.08M
|
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-800- 3.47% |
$66.6K - $87K
|
22.3K
$2.85M
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-817- 1.08% |
$68.1K - $88.8K
|
74.9K
$9.58M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-818- 6.45% |
$68.1K - $88.9K
|
11.9K
$1.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-826Closed |
$68.8K - $89.8K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-833- 11.81% |
$69.4K - $90.6K
|
6.22K
$795K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-846- 7.63% |
$70.5K - $92K
|
10.2K
$1.31M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-871- 6.04% |
$72.6K - $94.7K
|
13.5K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-899- 3.88% |
$74.9K - $97.7K
|
22.2K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-929- 2.77% |
$77.4K - $101K
|
32.6K
$4.17M
|
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-931- 6.44% |
$77.6K - $101K
|
13.5K
$1.73M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-973- 3.42% |
$81.1K - $106K
|
27.5K
$3.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-984- 2.28% |
$82K - $107K
|
42.1K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-989- 2.61% |
$82.4K - $108K
|
36.9K
$4.72M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-994- 16.42% |
$82.8K - $108K
|
5.06K
$647K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$83.3K - $109K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 0.62% |
$84.1K - $110K
|
163K
$20.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.02K- 6.43% |
$84.7K - $111K
|
14.8K
$1.89M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.03K- 4.67% |
$85.6K - $112K
|
20.9K
$2.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.04K- 8.02% |
$86.6K - $113K
|
11.9K
$1.52M
|
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.04K- 2.43% |
$86.6K - $113K
|
41.8K
$5.34M
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.05K- 1.68% |
$87.7K - $114K
|
61.7K
$7.89M
|
|
|
May 16, 2022
Q1 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-1.1K- 22.45% |
$91.6K - $120K
|
3.8K
$486K
|
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.1K- 2.46% |
$91.6K - $120K
|
43.7K
$5.59M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 14.21% |
$91.8K - $120K
|
6.65K
$850K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 27.03% |
$92.6K - $121K
|
3K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.12KClosed |
$93.2K - $122K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.12K- 5.03% |
$93.6K - $122K
|
21.2K
$2.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.13K- 99.91% |
$94.3K - $123K
|
1
$128
|