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
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4.05KNew |
$337K - $440K
|
4.05K
$514K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.04K+ 7.82% |
$336K - $439K
|
55.7K
$7.07M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
3.95KNew |
$329K - $429K
|
3.95K
$501K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
3.94K+ 6.47% |
$328K - $428K
|
64.8K
$8.22M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.93K+ 150.56% |
$327K - $427K
|
6.54K
$829K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92KNew |
$327K - $427K
|
3.92K
$498K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.81K+ 10.01% |
$317K - $414K
|
41.8K
$5.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.8K+ 45.44% |
$316K - $413K
|
12.1K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
3.77K+ 14.49% |
$314K - $410K
|
29.8K
$3.78M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75K+ 21.09% |
$312K - $408K
|
21.5K
$2.73M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.73K+ 11.54% |
$311K - $406K
|
36.1K
$4.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3.71K+ 1.15% |
$309K - $403K
|
327K
$41.5M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.7KNew |
$308K - $402K
|
3.7K
$469K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.69K+ 7.27% |
$307K - $401K
|
54.4K
$6.9M
|
|
|
May 16, 2022
Q1 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.68K+ 12.71% |
$306K - $400K
|
32.6K
$4.14M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.66KNew |
$305K - $398K
|
3.66K
$464K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.64KNew |
$303K - $396K
|
3.64K
$462K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.63K+ 11.05% |
$302K - $395K
|
36.5K
$4.63M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.61K+ 21.05% |
$301K - $393K
|
20.8K
$2.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 44.23% |
$299K - $391K
|
11.7K
$1.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.58K+ 45.27% |
$298K - $389K
|
11.5K
$1.46M
|
|
|
Apr 13, 2022
Q1 2022
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
3.56K+ 1.57% |
$297K - $387K
|
231K
$29.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.56K+ 52.43% |
$296K - $387K
|
10.3K
$1.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
3.55K+ 12.94% |
$296K - $386K
|
31K
$3.93M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.52KNew |
$293K - $382K
|
3.52K
$446K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.5K+ 4.02% |
$291K - $380K
|
90.4K
$11.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.49KNew |
$291K - $380K
|
3.49K
$443K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.49K+ 136.77% |
$290K - $379K
|
6.03K
$765K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.42K+ 3.4% |
$285K - $372K
|
104K
$13.2M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
3.35K+ 20.42% |
$279K - $364K
|
19.8K
$2.51M
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.35K+ 83.12% |
$279K - $364K
|
7.38K
$936K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.34K+ 5.15% |
$279K - $364K
|
68.3K
$8.66M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.34K+ 48.89% |
$278K - $363K
|
10.2K
$1.29M
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.32K+ 11.35% |
$277K - $361K
|
32.6K
$4.13M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.28K+ 0.26% |
$274K - $357K
|
1.29M
$163M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.26KNew |
$272K - $355K
|
3.26K
$414K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.25K+ 29.81% |
$271K - $353K
|
14.1K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 153.81% |
$269K - $351K
|
5.33K
$676K
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.17K+ 50.72% |
$264K - $345K
|
9.42K
$1.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.16KNew |
$263K - $343K
|
3.16K
$401K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.13KNew |
$261K - $340K
|
3.13K
$397K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
3.12K+ 6.32% |
$260K - $339K
|
52.4K
$6.65M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
3.09KNew |
$258K - $336K
|
3.09K
$392K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
3.09K+ 8.02% |
$257K - $336K
|
41.6K
$5.28M
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.08K+ 24.83% |
$257K - $335K
|
15.5K
$1.97M
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
3.07K+ 11.68% |
$256K - $333K
|
29.3K
$3.72M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.07K+ 4.97% |
$255K - $333K
|
64.7K
$8.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.06K+ 8.71% |
$255K - $333K
|
38.2K
$4.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.03KNew |
$252K - $329K
|
3.03K
$384K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.02KNew |
$252K - $329K
|
3.02K
$384K
|