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 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.85K- 0.9% |
$154K - $201K
|
205K
$26.2M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.89K- 31.87% |
$157K - $205K
|
4.03K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.94K- 38.46% |
$161K - $211K
|
3.1K
$396K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.96KClosed |
$163K - $213K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.97K- 4.31% |
$164K - $214K
|
43.6K
$5.58M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.98KClosed |
$165K - $215K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.04KClosed |
$170K - $221K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-2.04K- 9.32% |
$170K - $221K
|
19.8K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.04K- 11.44% |
$170K - $222K
|
15.8K
$2.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.05KClosed |
$171K - $223K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.05KClosed |
$171K - $223K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$171K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.05KClosed |
$171K - $223K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.06KClosed |
$171K - $224K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-2.06KClosed |
$171K - $224K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$172K - $225K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.07KClosed |
$173K - $225K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$173K - $226K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.08KClosed |
$173K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.08K- 6.53% |
$173K - $226K
|
29.8K
$3.8M
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.09KClosed |
$174K - $227K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.09KClosed |
$174K - $227K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-2.12KClosed |
$177K - $231K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-2.16KClosed |
$180K - $235K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.17KClosed |
$181K - $236K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-2.18KClosed |
$182K - $237K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.18KClosed |
$182K - $237K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.19KClosed |
$183K - $238K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.2KClosed |
$183K - $239K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.2KClosed |
$183K - $239K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.2KClosed |
$183K - $239K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-2.2K- 23.87% |
$184K - $240K
|
7.03K
$898K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.21KClosed |
$184K - $240K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.22KClosed |
$185K - $242K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.23KClosed |
$186K - $243K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-2.24KClosed |
$187K - $243K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.24KClosed |
$187K - $244K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.25KClosed |
$187K - $245K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.26KClosed |
$188K - $245K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.26K- 21.71% |
$188K - $245K
|
8.14K
$1.04M
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.26KClosed |
$188K - $245K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-2.26KClosed |
$188K - $246K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.27KClosed |
$189K - $246K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$189K - $247K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-2.28KClosed |
$190K - $248K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.28K- 0.11% |
$190K - $248K
|
2.01M
$256M
|
|
|
May 13, 2022
Q1 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.3KClosed |
$192K - $250K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-2.35K- 0.8% |
$196K - $256K
|
292K
$37.3M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.36K- 1.79% |
$197K - $257K
|
130K
$16.6M
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-2.41K- 2.61% |
$201K - $262K
|
89.8K
$11.5M
|