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 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.26K+ 74.38% |
$188K - $246K
|
5.3K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 23.71% |
$187K - $243K
|
11.7K
$1.48M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.23K+ 26.6% |
$186K - $243K
|
10.6K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.19K+ 33.32% |
$182K - $238K
|
8.76K
$1.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.19K+ 105.76% |
$182K - $238K
|
4.25K
$540K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.18K+ 1044.5% |
$182K - $237K
|
2.39K
$303K
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.18K+ 0.32% |
$182K - $237K
|
688K
$87.2M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.15K+ 79.93% |
$179K - $234K
|
4.84K
$614K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.13K+ 2.63% |
$177K - $231K
|
83.1K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.11K+ 10.89% |
$176K - $230K
|
21.5K
$2.73M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$172K - $225K
|
2.07K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.05K+ 29.36% |
$171K - $223K
|
9.03K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.98K+ 44.06% |
$165K - $215K
|
6.47K
$821K
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.95K+ 17.95% |
$162K - $212K
|
12.8K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.92K+ 24.0% |
$160K - $208K
|
9.9K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.91K+ 24.44% |
$159K - $208K
|
9.74K
$1.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.89K+ 4.83% |
$158K - $206K
|
41K
$5.21M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.87K+ 1.87% |
$156K - $203K
|
102K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.84KNew |
$153K - $200K
|
1.84K
$234K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.84K+ 0.75% |
$153K - $200K
|
245K
$31.1M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.83K+ 19.61% |
$152K - $199K
|
11.1K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.82K+ 1.89% |
$151K - $197K
|
97.9K
$12.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.8K+ 11.24% |
$150K - $196K
|
17.8K
$2.26M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
1.8KNew |
$150K - $196K
|
1.8K
$228K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 130.49% |
$149K - $195K
|
3.16K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 43.73% |
$148K - $193K
|
5.83K
$739K
|
|
|
May 13, 2022
Q1 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
1.77K+ 11.1% |
$147K - $192K
|
17.7K
$2.25M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.75K+ 81.2% |
$146K - $191K
|
3.91K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 11.78% |
$146K - $190K
|
16.6K
$2.11M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.74K+ 30.07% |
$145K - $190K
|
7.54K
$957K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.72K+ 19.48% |
$144K - $187K
|
10.6K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 14.36% |
$143K - $187K
|
13.7K
$1.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.71K+ 0.16% |
$142K - $185K
|
1.09M
$138M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.71K+ 6.41% |
$142K - $185K
|
28.3K
$3.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.68K+ 22.88% |
$140K - $182K
|
9K
$1.14M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.67KNew |
$139K - $182K
|
1.67K
$212K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.66K+ 0.67% |
$138K - $181K
|
249K
$31.6M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.66K+ 35.23% |
$138K - $181K
|
6.38K
$809K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.6K+ 27.61% |
$133K - $174K
|
7.38K
$936K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.58K+ 2.64% |
$132K - $172K
|
61.6K
$7.81M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
1.58K+ 1.32% |
$131K - $171K
|
121K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 11.69% |
$130K - $170K
|
14.9K
$1.89M
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.54K+ 7.27% |
$128K - $167K
|
22.7K
$2.88M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 71.18% |
$127K - $166K
|
3.68K
$467K
|
|
|
Apr 21, 2022
Q1 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1.5K+ 17.65% |
$125K - $163K
|
10K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5K+ 15.84% |
$125K - $163K
|
11K
$1.39M
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.5KNew |
$125K - $163K
|
1.5K
$190K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.49K+ 34.86% |
$124K - $162K
|
5.77K
$732K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.49K+ 35.29% |
$124K - $162K
|
5.72K
$726K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.49KNew |
$124K - $162K
|
1.49K
$189K
|