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 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-2.45K- 12.97% |
$204K - $266K
|
16.4K
$2.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.46K- 5.87% |
$205K - $267K
|
39.5K
$5.44M
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-2.49K- 25.94% |
$207K - $271K
|
7.11K
$979K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.5K- 3.61% |
$208K - $271K
|
66.6K
$9.18M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.5KClosed |
$208K - $271K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.56KClosed |
$213K - $278K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.6K- 92.56% |
$217K - $283K
|
209
$28.8K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.63KClosed |
$219K - $286K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.65K- 4.49% |
$221K - $288K
|
56.4K
$7.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.67K- 20.14% |
$222K - $290K
|
10.6K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.68K- 0.08% |
$223K - $291K
|
3.41M
$470M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.71KClosed |
$226K - $295K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.75KClosed |
$229K - $299K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.76K- 20.36% |
$230K - $300K
|
10.8K
$1.49M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.79K- 3.62% |
$233K - $304K
|
74.3K
$10.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 0.52% |
$233K - $304K
|
539K
$74.3M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.81K- 45.48% |
$234K - $306K
|
3.37K
$465K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.81K- 12.88% |
$234K - $306K
|
19K
$2.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.85KClosed |
$238K - $310K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.88K- 11.5% |
$240K - $313K
|
22.2K
$3.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.89KClosed |
$241K - $314K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.89K- 10.44% |
$241K - $314K
|
24.8K
$3.42M
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.9KClosed |
$241K - $315K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 32.68% |
$242K - $315K
|
5.98K
$823K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2.9K- 4.87% |
$242K - $316K
|
56.7K
$7.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.91KClosed |
$243K - $317K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.93K- 21.14% |
$244K - $318K
|
10.9K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.93KClosed |
$244K - $319K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.93KClosed |
$244K - $319K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.95KClosed |
$245K - $320K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.95K- 1.21% |
$245K - $320K
|
240K
$33M
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.96K- 19.28% |
$247K - $322K
|
12.4K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.96K- 12.46% |
$247K - $322K
|
20.8K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3K- 20.0% |
$250K - $326K
|
12K
$1.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3.04K- 3.39% |
$254K - $331K
|
86.6K
$11.9M
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.05K- 5.87% |
$254K - $331K
|
48.9K
$6.73M
|
|
|
May 13, 2022
Q1 2022
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-3.1KClosed |
$258K - $337K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.15K- 2.6% |
$262K - $342K
|
118K
$16.3M
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-3.16KClosed |
$263K - $343K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-3.17K- 3.94% |
$264K - $344K
|
77.2K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-3.2K- 25.73% |
$267K - $348K
|
9.24K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.24KClosed |
$270K - $352K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 51.06% |
$273K - $356K
|
3.14K
$432K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$279K - $364K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.35K- 14.42% |
$279K - $364K
|
19.9K
$2.74M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-3.4KClosed |
$283K - $370K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-3.46KClosed |
$288K - $376K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-3.48KClosed |
$290K - $378K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.53K- 1.52% |
$294K - $384K
|
230K
$31.6M
|
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3.56KClosed |
$297K - $387K
|
0
$0
|