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 16, 2022
Q1 2022
|
Odey Holdings LTD
London, X0 |
SELL
|
- |
-3.6K- 25.82% |
$300K - $391K
|
10.3K
$1.43M
|
|
|
Apr 08, 2022
Q1 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-3.63K- 60.78% |
$302K - $394K
|
2.34K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.64KClosed |
$303K - $396K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.69K- 65.74% |
$307K - $401K
|
1.92K
$265K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.8K- 1.05% |
$316K - $413K
|
358K
$49.3M
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.85K- 3.75% |
$321K - $419K
|
99K
$13.6M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-3.89K- 1.44% |
$324K - $423K
|
267K
$36.7M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-3.93K- 11.13% |
$327K - $427K
|
31.4K
$4.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.94K- 14.17% |
$328K - $429K
|
23.9K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.09K- 16.63% |
$341K - $445K
|
20.5K
$2.83M
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-4.17K- 50.75% |
$347K - $453K
|
4.05K
$557K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.2K- 95.45% |
$350K - $457K
|
200
$27.6K
|
|
|
May 16, 2022
Q1 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-4.24KClosed |
$353K - $461K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-4.26K- 0.82% |
$355K - $463K
|
517K
$71.3M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.26K- 4.76% |
$355K - $464K
|
85.4K
$11.8M
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.39K- 8.59% |
$366K - $477K
|
46.7K
$6.44M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.4KClosed |
$366K - $478K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.46KClosed |
$372K - $485K
|
0
$0
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.49K- 0.76% |
$374K - $488K
|
588K
$81M
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.65K- 7.13% |
$387K - $506K
|
60.6K
$8.35M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4.83K- 1.51% |
$403K - $525K
|
315K
$43.4M
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.97K- 1.92% |
$414K - $540K
|
254K
$35M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-5K- 5.21% |
$416K - $543K
|
90.9K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-5K- 6.67% |
$417K - $544K
|
70K
$9.65M
|
|
|
May 16, 2022
Q1 2022
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-5KClosed |
$417K - $544K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.04KClosed |
$420K - $548K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.06KClosed |
$421K - $550K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.07K- 64.32% |
$423K - $551K
|
2.81K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.23K- 93.72% |
$435K - $568K
|
350
$48.2K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5.31K- 17.8% |
$442K - $577K
|
24.5K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-5.38KClosed |
$448K - $585K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.39K- 43.83% |
$449K - $586K
|
6.91K
$952K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.44KClosed |
$453K - $591K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5.49K- 11.24% |
$458K - $597K
|
43.4K
$5.98M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-5.5K- 1.47% |
$458K - $597K
|
369K
$50.9M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.55K- 16.72% |
$462K - $603K
|
27.6K
$3.81M
|
|
|
May 05, 2022
Q1 2022
|
Hosking Partners LLP
|
SELL
|
- |
-5.61K- 2.27% |
$467K - $610K
|
241K
$33.2M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.62K- 0.9% |
$468K - $611K
|
618K
$85.1M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.69K- 1.0% |
$474K - $619K
|
564K
$77.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-5.7K- 2.84% |
$475K - $620K
|
195K
$26.9M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.77K- 4.74% |
$481K - $628K
|
116K
$16M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-5.85KClosed |
$487K - $636K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.85KClosed |
$487K - $636K
|
0
$0
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.11K- 85.7% |
$509K - $665K
|
1.02K
$141K
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.11KClosed |
$509K - $665K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.12K- 45.93% |
$510K - $665K
|
7.21K
$993K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.28K- 11.4% |
$523K - $683K
|
48.8K
$6.72M
|
|
|
May 10, 2022
Q1 2022
|
Salzhauer Michael
|
SELL
|
- |
-6.3K- 29.8% |
$525K - $685K
|
14.8K
$2.04M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.4K- 71.82% |
$533K - $696K
|
2.51K
$346K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.51K- 46.4% |
$543K - $708K
|
7.52K
$1.04M
|