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 |
|---|---|---|---|---|---|---|---|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.52KNew |
$544K - $709K
|
6.52K
$887K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.52K+ 27.73% |
$543K - $709K
|
30K
$4.09M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.5K+ 220.65% |
$541K - $707K
|
9.44K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.46K+ 14.95% |
$538K - $702K
|
49.6K
$6.75M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.28K+ 3.21% |
$523K - $683K
|
202K
$27.4M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.22K+ 33.4% |
$518K - $676K
|
24.8K
$3.38M
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.2K+ 2.83% |
$516K - $674K
|
225K
$30.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
6.12K+ 253.23% |
$510K - $666K
|
8.54K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6.08K+ 3.28% |
$506K - $661K
|
192K
$26.1M
|
|
|
May 16, 2022
Q1 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6KNew |
$500K - $652K
|
6K
$816K
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
5.85K+ 8.16% |
$488K - $637K
|
77.6K
$10.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
5.74K+ 3.32% |
$478K - $624K
|
179K
$24.3M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
5.69K+ 38.81% |
$474K - $619K
|
20.4K
$2.77M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.67K+ 21.41% |
$472K - $616K
|
32.1K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.41K+ 126.54% |
$450K - $588K
|
9.68K
$1.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
5.4K+ 112.87% |
$450K - $587K
|
10.2K
$1.39M
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
5.38K+ 2.96% |
$448K - $585K
|
187K
$25.5M
|
|
|
May 10, 2022
Q1 2022
|
Parametrica Management LTD
|
BUY
|
- |
5.37KNew |
$447K - $584K
|
5.37K
$730K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.37K+ 11.89% |
$447K - $584K
|
50.5K
$6.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.33K+ 17.76% |
$444K - $580K
|
35.3K
$4.81M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.33K+ 46.02% |
$444K - $580K
|
16.9K
$2.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.32K+ 2.27% |
$443K - $578K
|
240K
$32.6M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.24K+ 51.51% |
$437K - $570K
|
15.4K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$426K - $556K
|
5.11K
$695K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.1KNew |
$425K - $555K
|
5.1K
$694K
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
5.1K+ 16.35% |
$425K - $555K
|
36.3K
$4.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.06K+ 1323.3% |
$421K - $550K
|
5.44K
$739K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.04K+ 3.3% |
$420K - $548K
|
158K
$21.4M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5K+ 66.58% |
$417K - $544K
|
12.5K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.98KNew |
$415K - $541K
|
4.98K
$677K
|
|
|
May 13, 2022
Q1 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.89K+ 136.79% |
$408K - $532K
|
8.47K
$1.15M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.82K+ 158.31% |
$401K - $524K
|
7.86K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.82K+ 6.01% |
$401K - $524K
|
84.9K
$11.5M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.79K+ 1.95% |
$399K - $520K
|
250K
$34M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.75K+ 6.68% |
$395K - $516K
|
75.8K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
4.65K+ 6.01% |
$387K - $505K
|
82K
$11.2M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.65K+ 9.4% |
$387K - $505K
|
54.1K
$7.35M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.52KNew |
$377K - $492K
|
4.52K
$615K
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.45KNew |
$371K - $484K
|
4.45K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.45KNew |
$370K - $484K
|
4.45K
$605K
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
4.44K+ 174.93% |
$370K - $483K
|
6.98K
$949K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.4K+ 26.04% |
$366K - $478K
|
21.3K
$2.9M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.32K+ 41.42% |
$360K - $469K
|
14.7K
$2M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.32K+ 41.42% |
$360K - $469K
|
14.7K
$2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.25K+ 54.52% |
$354K - $463K
|
12.1K
$1.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22K+ 11.44% |
$351K - $459K
|
41.1K
$5.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
4.21K+ 54.72% |
$351K - $458K
|
11.9K
$1.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.16K+ 4.02% |
$346K - $452K
|
108K
$14.6M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.12K+ 34.99% |
$343K - $448K
|
15.9K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.06K+ 8.98% |
$338K - $442K
|
49.3K
$6.7M
|