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 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
21.4KNew |
$1.79M - $2.33M
|
21.4K
$2.92M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.4K+ 148.67% |
$1.78M - $2.32M
|
35.7K
$4.86M
|
|
May 13, 2022
Q1 2022
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
21.2K+ 14.29% |
$1.77M - $2.3M
|
170K
$23.1M
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
20.7KNew |
$1.72M - $2.25M
|
20.7K
$2.81M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20.3K+ 101510.0% |
$1.69M - $2.21M
|
20.3K
$2.76M
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.65M - $2.16M
|
19.8K
$2.7M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
19.7KNew |
$1.64M - $2.14M
|
19.7K
$2.68M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.6K+ 4.43% |
$1.63M - $2.13M
|
462K
$62.8M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.4K+ 475.99% |
$1.62M - $2.11M
|
23.5K
$3.19M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19.3K+ 54.31% |
$1.61M - $2.1M
|
54.8K
$7.46M
|
|
May 12, 2022
Q1 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
19.1K+ 6.04% |
$1.59M - $2.08M
|
336K
$45.7M
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
18.7KNew |
$1.56M - $2.03M
|
18.7K
$2.54M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 14.32% |
$1.49M - $1.95M
|
143K
$19.5M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
17.9KNew |
$1.49M - $1.95M
|
17.9K
$2.44M
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
17.8K+ 95.32% |
$1.49M - $1.94M
|
36.6K
$4.97M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.8K+ 14.05% |
$1.48M - $1.94M
|
145K
$19.7M
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
17K+ 3.66% |
$1.42M - $1.85M
|
482K
$65.6M
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
16.7KNew |
$1.39M - $1.82M
|
16.7K
$2.27M
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
16.2KNew |
$1.35M - $1.76M
|
16.2K
$2.2M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.1K+ 85.63% |
$1.34M - $1.75M
|
34.9K
$4.74M
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16.1K+ 31.48% |
$1.34M - $1.75M
|
67.1K
$9.13M
|
|
May 16, 2022
Q1 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.26M - $1.64M
|
15.1K
$2.06M
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
15KNew |
$1.25M - $1.63M
|
15K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
15K+ 60.0% |
$1.25M - $1.63M
|
40K
$5.44M
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
14.6K+ 16.78% |
$1.22M - $1.59M
|
102K
$13.8M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
14.5K+ 88.98% |
$1.21M - $1.58M
|
30.9K
$4.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 2.83% |
$1.21M - $1.57M
|
525K
$71.4M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 0.74% |
$1.2M - $1.56M
|
1.96M
$267M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.2KNew |
$1.19M - $1.55M
|
14.2K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14.2K+ 37.03% |
$1.18M - $1.54M
|
52.5K
$7.14M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.9K+ 483.34% |
$1.16M - $1.51M
|
16.8K
$2.28M
|
|
Apr 28, 2022
Q1 2022
|
Granger Management LLC
|
BUY
|
- |
13.9KNew |
$1.16M - $1.51M
|
13.9K
$1.89M
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.3K+ 46.24% |
$1.11M - $1.45M
|
42.1K
$5.72M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
13K+ 2.83% |
$1.08M - $1.41M
|
471K
$64.1M
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$1M - $1.3M
|
12K
$1.63M
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
11.6K+ 2.75% |
$967K - $1.26M
|
433K
$58.9M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
11.5K+ 38.92% |
$958K - $1.25M
|
41.1K
$5.59M
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
11.3K+ 23.67% |
$943K - $1.23M
|
59.1K
$8.04M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
11.1KNew |
$926K - $1.21M
|
11.1K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11K+ 85.74% |
$914K - $1.19M
|
23.8K
$3.23M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.7K+ 4.96% |
$888K - $1.16M
|
225K
$30.6M
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
10.5K+ 3.07% |
$875K - $1.14M
|
353K
$48M
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$871K - $1.14M
|
10.5K
$1.42M
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.4KNew |
$867K - $1.13M
|
10.4K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.3KNew |
$855K - $1.12M
|
10.3K
$1.4M
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
BUY
|
- |
10.2K+ 327.23% |
$850K - $1.11M
|
13.3K
$1.81M
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$840K - $1.1M
|
10.1K
$1.37M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.1K+ 2.89% |
$840K - $1.1M
|
359K
$48.8M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
10.1KNew |
$839K - $1.1M
|
10.1K
$1.37M
|
|
Apr 21, 2022
Q1 2022
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 6.25% |
$833K - $1.09M
|
170K
$23.1M
|