Purchases and Sales Made in Q2 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
185+ 1.63% |
$13.5K - $16.8K
|
11.5K
$1.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
183+ 0.29% |
$13.3K - $16.6K
|
62.5K
$7.77M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
165+ 2.86% |
$12K - $15K
|
5.94K
$738K
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
162+ 4.0% |
$11.8K - $14.7K
|
4.21K
$523K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155New |
$11.3K - $14K
|
155
$19.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
155+ 0.42% |
$11.3K - $14K
|
36.6K
$4.55M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
151+ 78.65% |
$11K - $13.7K
|
343
$42.6K
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
149+ 1.52% |
$10.9K - $13.5K
|
9.95K
$1.24M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 1.39% |
$10.6K - $13.2K
|
10.7K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
144New |
$10.5K - $13K
|
144
$17.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
143+ 3.81% |
$10.4K - $13K
|
3.89K
$484K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
142+ 0.1% |
$10.4K - $12.9K
|
142K
$17.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
138+ 345.0% |
$10.1K - $12.5K
|
178
$22.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
136+ 1.45% |
$9.91K - $12.3K
|
9.54K
$1.19M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
135+ 87.1% |
$9.84K - $12.2K
|
290
$36K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
130+ 2.28% |
$9.48K - $11.8K
|
5.83K
$724K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
129+ 15.45% |
$9.4K - $11.7K
|
964
$120K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
128+ 2.48% |
$9.33K - $11.6K
|
5.3K
$659K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
124+ 3.24% |
$9.04K - $11.2K
|
3.96K
$491K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
124+ 0.44% |
$9.04K - $11.2K
|
28.3K
$3.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
121+ 1.04% |
$8.82K - $11K
|
11.8K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
121+ 0.07% |
$8.82K - $11K
|
176K
$21.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
121+ 2.12% |
$8.82K - $11K
|
5.84K
$726K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
119+ 11.32% |
$8.68K - $10.8K
|
1.17K
$145K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
113New |
$8.24K - $10.2K
|
113
$14K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
113New |
$8.24K - $10.2K
|
113
$14K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
113+ 1.76% |
$8.24K - $10.2K
|
6.53K
$811K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
109+ 13.36% |
$7.95K - $9.88K
|
925
$115K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
108+ 12.27% |
$7.87K - $9.79K
|
988
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108+ 1.46% |
$7.87K - $9.79K
|
7.51K
$933K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
107+ 4.22% |
$7.8K - $9.7K
|
2.65K
$329K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
104+ 2.64% |
$7.58K - $9.42K
|
4.05K
$503K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
104+ 1.83% |
$7.58K - $9.42K
|
5.79K
$720K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 9.08% |
$7.29K - $9.06K
|
1.2K
$149K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98New |
$7.14K - $8.88K
|
98
$12.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
97+ 0.87% |
$7.07K - $8.79K
|
11.2K
$1.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
96+ 0.23% |
$7K - $8.7K
|
41.2K
$5.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
94+ 5.95% |
$6.85K - $8.52K
|
1.67K
$208K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
92+ 2.48% |
$6.71K - $8.34K
|
3.81K
$473K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
92+ 2.66% |
$6.71K - $8.34K
|
3.55K
$442K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
91+ 0.31% |
$6.63K - $8.25K
|
29.2K
$3.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 0.9% |
$6.42K - $7.97K
|
9.83K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 0.69% |
$6.2K - $7.7K
|
12.4K
$1.54M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
81+ 0.75% |
$5.9K - $7.34K
|
10.9K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79+ 1.14% |
$5.76K - $7.16K
|
7.04K
$874K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78+ 78.0% |
$5.69K - $7.07K
|
178
$22.1K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
77+ 0.8% |
$5.61K - $6.98K
|
9.66K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
72+ 34.45% |
$5.25K - $6.52K
|
281
$34.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
70New |
$5.1K - $6.34K
|
70
$8.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.72% |
$4.74K - $5.89K
|
9.05K
$1.12M
|