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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.01K+ 41.45% |
$251K - $327K
|
10.3K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.01KNew |
$251K - $327K
|
3.01K
$409K
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.94KNew |
$245K - $320K
|
2.94K
$400K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
2.94KNew |
$245K - $319K
|
2.94K
$400K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$244K - $318K
|
2.93K
$398K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.92K+ 1.91% |
$243K - $318K
|
156K
$21.2M
|
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
2.88K+ 13.0% |
$240K - $313K
|
25K
$3.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.86K+ 11.5% |
$239K - $311K
|
27.8K
$3.78M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.86KNew |
$238K - $311K
|
2.86K
$389K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.84KNew |
$236K - $309K
|
2.84K
$386K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.83K+ 117.79% |
$236K - $308K
|
5.24K
$713K
|
|
|
Apr 19, 2022
Q1 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.8KNew |
$233K - $304K
|
2.8K
$380K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.79KNew |
$232K - $303K
|
2.79K
$379K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73K+ 53.95% |
$228K - $297K
|
7.8K
$1.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.73KNew |
$227K - $296K
|
2.73K
$371K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$226K - $295K
|
2.71K
$368K
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.7K+ 11.2% |
$225K - $294K
|
26.8K
$3.65M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.68K+ 25.43% |
$224K - $292K
|
13.2K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.68KNew |
$223K - $291K
|
2.68K
$364K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.68KNew |
$223K - $291K
|
2.68K
$364K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.66K+ 0.81% |
$222K - $289K
|
333K
$45.3M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.66K+ 61.9% |
$222K - $289K
|
6.96K
$946K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.64KNew |
$220K - $287K
|
2.64K
$359K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.64K+ 22.4% |
$220K - $287K
|
14.4K
$1.96M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
2.63K+ 38.17% |
$219K - $286K
|
9.52K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
2.6KNew |
$217K - $283K
|
2.6K
$354K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$217K - $283K
|
2.6K
$354K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 14.77% |
$216K - $282K
|
20.1K
$2.74M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
2.59KNew |
$216K - $282K
|
2.59K
$352K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.58K+ 74.0% |
$215K - $281K
|
6.08K
$826K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.57KNew |
$214K - $280K
|
2.57K
$350K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.53KNew |
$211K - $275K
|
2.53K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.51K+ 7.05% |
$209K - $273K
|
38.1K
$5.18M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
2.5KNew |
$209K - $272K
|
2.5K
$341K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.49KNew |
$207K - $270K
|
2.49K
$338K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.49K+ 3.16% |
$207K - $270K
|
81.1K
$11M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.48K+ 3.49% |
$207K - $270K
|
73.4K
$9.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
2.48K+ 14.37% |
$206K - $269K
|
19.7K
$2.68M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$205K - $268K
|
2.46K
$335K
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
2.45KNew |
$204K - $267K
|
2.45K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.45K+ 40.97% |
$204K - $266K
|
8.43K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.43K+ 6.04% |
$203K - $264K
|
42.7K
$5.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.41KNew |
$201K - $262K
|
2.41K
$328K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.4K+ 38.37% |
$200K - $261K
|
8.67K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.4K+ 20.0% |
$200K - $261K
|
14.4K
$1.96M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38K+ 7.38% |
$198K - $259K
|
34.7K
$4.71M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.35K+ 9.11% |
$196K - $255K
|
28.1K
$3.83M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
2.32K+ 19.86% |
$193K - $252K
|
14K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.31KNew |
$193K - $252K
|
2.31K
$315K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.27K+ 20.97% |
$189K - $246K
|
13.1K
$1.78M
|