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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
62+ 1.86% |
$4.52K - $5.62K
|
3.39K
$433K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 4.83% |
$4.52K - $5.62K
|
1.35K
$172K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.47% |
$4.45K - $5.53K
|
13K
$1.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
59+ 1.54% |
$4.3K - $5.35K
|
3.89K
$496K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 0.46% |
$4.3K - $5.35K
|
12.9K
$1.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
59+ 0.69% |
$4.3K - $5.35K
|
8.62K
$1.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
58+ 0.11% |
$4.23K - $5.26K
|
54.5K
$6.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
54+ 0.41% |
$3.94K - $4.89K
|
13.3K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
51+ 0.15% |
$3.72K - $4.62K
|
33.4K
$4.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
50+ 1.81% |
$3.65K - $4.53K
|
2.82K
$359K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50+ 0.55% |
$3.65K - $4.53K
|
9.09K
$1.16M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 8.31% |
$3.65K - $4.53K
|
652
$83.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
46+ 0.9% |
$3.35K - $4.17K
|
5.16K
$658K
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
BUY
|
- |
44+ 0.14% |
$3.21K - $3.99K
|
31.4K
$4.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
43+ 1.4% |
$3.13K - $3.9K
|
3.11K
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 8.7% |
$3.13K - $3.9K
|
537
$68.5K
|
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
43+ 0.91% |
$3.13K - $3.9K
|
4.75K
$606K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
40+ 1.34% |
$2.92K - $3.62K
|
3.02K
$385K
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
39+ 0.66% |
$2.84K - $3.53K
|
5.97K
$762K
|
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.87% |
$2.62K - $3.26K
|
4.2K
$535K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
35+ 0.71% |
$2.55K - $3.17K
|
4.95K
$631K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
34New |
$2.48K - $3.08K
|
34
$4.34K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33+ 0.65% |
$2.41K - $2.99K
|
5.15K
$657K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
33+ 0.3% |
$2.41K - $2.99K
|
10.9K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 0.07% |
$2.33K - $2.9K
|
44.2K
$5.63M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.79% |
$2.33K - $2.9K
|
4.1K
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
32+ 0.65% |
$2.33K - $2.9K
|
4.95K
$631K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 0.9% |
$2.26K - $2.81K
|
3.48K
$444K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
30+ 0.43% |
$2.19K - $2.72K
|
6.96K
$888K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
28+ 54.9% |
$2.04K - $2.54K
|
79
$10.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 1.65% |
$1.97K - $2.45K
|
1.66K
$212K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
26New |
$1.9K - $2.36K
|
26
$3.32K
|
|
|
Aug 12, 2022
Q2 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
25+ 0.14% |
$1.82K - $2.27K
|
17.7K
$2.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.9% |
$1.75K - $2.17K
|
2.7K
$345K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 0.8% |
$1.68K - $2.08K
|
2.9K
$370K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
22+ 0.6% |
$1.6K - $1.99K
|
3.66K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 0.25% |
$1.6K - $1.99K
|
8.76K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.46K - $1.81K
|
20
$2.55K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 31.67% |
$1.39K - $1.72K
|
79
$10.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
18+ 0.48% |
$1.31K - $1.63K
|
3.76K
$479K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.18% |
$1.31K - $1.63K
|
10K
$1.28M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.92% |
$1.24K - $1.54K
|
1.87K
$239K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.47% |
$1.24K - $1.54K
|
3.6K
$459K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17+ 0.19% |
$1.24K - $1.54K
|
9.2K
$1.17M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.4% |
$1.09K - $1.36K
|
3.75K
$479K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
14+ 0.12% |
$1.02K - $1.27K
|
11.3K
$1.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
13+ 1.22% |
$948 - $1.18K
|
1.08K
$138K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$948 - $1.18K
|
6.54K
$835K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.89% |
$875 - $1.09K
|
1.36K
$173K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 0.03% |
$802 - $997
|
43.8K
$5.59M
|