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 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.13K- 19.41% |
$94.4K - $123K
|
4.7K
$648K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.16K- 14.96% |
$96.8K - $126K
|
6.61K
$910K
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-1.19K- 7.19% |
$98.8K - $129K
|
15.3K
$2.11M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.19K- 27.87% |
$99.5K - $130K
|
3.09K
$426K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.2K- 0.1% |
$100K - $130K
|
1.22M
$169M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.21K- 13.33% |
$101K - $131K
|
7.86K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.22K- 1.1% |
$101K - $132K
|
109K
$15M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 4.82% |
$103K - $135K
|
24.4K
$3.37M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.24K- 18.83% |
$103K - $135K
|
5.35K
$737K
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.26K- 8.66% |
$105K - $137K
|
13.3K
$1.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-1.27K- 3.8% |
$106K - $138K
|
32.1K
$4.43M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.29K- 3.47% |
$107K - $140K
|
35.9K
$4.94M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 1.06% |
$108K - $140K
|
120K
$16.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.29K- 2.41% |
$108K - $141K
|
52.3K
$7.21M
|
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 0.69% |
$108K - $141K
|
186K
$25.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.31K- 0.8% |
$109K - $143K
|
163K
$22.5M
|
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.31K- 26.46% |
$109K - $143K
|
3.64K
$502K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.33K- 7.12% |
$111K - $145K
|
17.4K
$2.39M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.33K- 1.01% |
$111K - $145K
|
130K
$18M
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.35K- 23.48% |
$112K - $147K
|
4.4K
$606K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.36K- 25.35% |
$113K - $148K
|
4K
$551K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.37K- 15.91% |
$114K - $149K
|
7.24K
$998K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.38K- 1.06% |
$115K - $150K
|
130K
$17.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.38K- 0.05% |
$115K - $150K
|
2.86M
$394M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 3.71% |
$116K - $151K
|
36K
$4.96M
|
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.39K- 36.1% |
$116K - $151K
|
2.46K
$339K
|
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.4K- 10.45% |
$116K - $152K
|
12K
$1.65M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.4K- 18.98% |
$116K - $152K
|
5.97K
$822K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.41K- 11.02% |
$117K - $153K
|
11.3K
$1.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.42K- 35.32% |
$118K - $154K
|
2.59K
$357K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-1.42K- 1.51% |
$118K - $154K
|
92.6K
$12.8M
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.47K- 6.71% |
$122K - $160K
|
20.4K
$2.81M
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 28.74% |
$123K - $160K
|
3.66K
$504K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.48K- 31.3% |
$123K - $161K
|
3.25K
$448K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.48K- 1.08% |
$123K - $161K
|
136K
$18.8M
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.5K- 2.01% |
$125K - $163K
|
73.1K
$10.1M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.55KClosed |
$129K - $169K
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.57K- 27.8% |
$131K - $171K
|
4.09K
$563K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$131K - $171K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-1.58KClosed |
$132K - $172K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.59K- 7.01% |
$132K - $173K
|
21.1K
$2.91M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.61K- 8.16% |
$134K - $175K
|
18.1K
$2.5M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.61K- 36.15% |
$134K - $175K
|
2.85K
$393K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.69KClosed |
$140K - $183K
|
0
$0
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.79K- 9.69% |
$149K - $194K
|
16.6K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 0.85% |
$149K - $195K
|
209K
$28.8M
|
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 5.08% |
$151K - $196K
|
33.7K
$4.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-1.83K- 2.84% |
$152K - $198K
|
62.3K
$8.59M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.84K- 2.14% |
$153K - $200K
|
84.1K
$11.6M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.84KClosed |
$154K - $200K
|
0
$0
|