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
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10K+ 33.33% |
$833K - $1.09M
|
40K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.99K+ 99.3% |
$832K - $1.09M
|
20.1K
$2.73M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.9K+ 9.12% |
$825K - $1.08M
|
119K
$16.1M
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.71KNew |
$809K - $1.06M
|
9.71K
$1.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9.67K+ 129.14% |
$806K - $1.05M
|
17.2K
$2.33M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
9.58K+ 10.02% |
$798K - $1.04M
|
105K
$14.3M
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.56K+ 10.7% |
$796K - $1.04M
|
98.9K
$13.4M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
9.51K+ 75.51% |
$792K - $1.03M
|
22.1K
$3.01M
|
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.49K+ 5.27% |
$791K - $1.03M
|
190K
$25.8M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.47K+ 111.45% |
$789K - $1.03M
|
18K
$2.44M
|
|
|
May 09, 2022
Q1 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
9.31K+ 5.04% |
$775K - $1.01M
|
194K
$26.4M
|
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.2KNew |
$766K - $1M
|
9.2K
$1.25M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9.09K+ 20.25% |
$757K - $988K
|
53.9K
$7.34M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.98K+ 60.47% |
$748K - $977K
|
23.8K
$3.24M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.85K+ 4.25% |
$737K - $962K
|
217K
$29.5M
|
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
8.79K+ 224.85% |
$733K - $956K
|
12.7K
$1.73M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.65K+ 21.52% |
$721K - $941K
|
48.8K
$6.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.58K+ 66.28% |
$714K - $932K
|
21.5K
$2.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.42KNew |
$702K - $916K
|
8.42K
$1.15M
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8.23K+ 22.13% |
$685K - $894K
|
45.4K
$6.17M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.22K+ 1.28% |
$684K - $893K
|
650K
$88.4M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.19K+ 32.73% |
$682K - $890K
|
33.2K
$4.51M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.16K+ 13.52% |
$680K - $887K
|
68.5K
$9.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Qvr LLC
|
BUY
|
- |
8.08KNew |
$673K - $879K
|
8.08K
$1.1M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8K+ 412.69% |
$667K - $870K
|
9.94K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
7.94KNew |
$661K - $863K
|
7.94K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.8K+ 35.74% |
$650K - $848K
|
29.6K
$4.03M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.78K+ 7.89% |
$648K - $846K
|
106K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
7.76K+ 2.5% |
$646K - $844K
|
318K
$43.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
7.63K+ 5.38% |
$636K - $830K
|
149K
$20.3M
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.62K+ 101.52% |
$634K - $828K
|
15.1K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.58K+ 10.3% |
$632K - $824K
|
81.2K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.57K+ 1.6% |
$630K - $823K
|
480K
$65.3M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.51KNew |
$625K - $816K
|
7.51K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.49K+ 6.56% |
$624K - $814K
|
122K
$16.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
7.45KNew |
$621K - $810K
|
7.45K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.45KNew |
$621K - $810K
|
7.45K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.36KNew |
$613K - $801K
|
7.36K
$1M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.13K+ 6.97% |
$594K - $775K
|
109K
$14.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.13K+ 18.18% |
$594K - $775K
|
46.3K
$6.3M
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
7.07K+ 161.41% |
$589K - $769K
|
11.5K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.03K+ 5.55% |
$586K - $764K
|
134K
$18.2M
|
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7KNew |
$583K - $761K
|
7K
$952K
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.93KNew |
$578K - $754K
|
6.93K
$943K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.93K+ 22.69% |
$577K - $754K
|
37.5K
$5.1M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.7K+ 64.55% |
$558K - $728K
|
17.1K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.68K+ 24.58% |
$556K - $726K
|
33.8K
$4.6M
|
|
|
May 05, 2022
Q1 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
6.61KNew |
$551K - $719K
|
6.61K
$899K
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
6.57K+ 6.29% |
$548K - $715K
|
111K
$15.1M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.54KNew |
$545K - $711K
|
6.54K
$890K
|