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 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.9% |
$729 - $906
|
1.12K
$142K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$510 - $634
|
19.3K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 7.53% |
$510 - $634
|
100
$12.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.15% |
$437 - $544
|
3.93K
$502K
|
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.79% |
$437 - $544
|
770
$98.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$437 - $544
|
16.7K
$2.13M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6+ 0.09% |
$437 - $544
|
6.55K
$835K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$365 - $453
|
959
$122K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$365 - $453
|
3.12K
$398K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.84% |
$365 - $453
|
601
$76.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$365 - $453
|
6.51K
$830K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5+ 0.13% |
$365 - $453
|
3.83K
$489K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$292 - $362
|
20.7K
$2.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 1.09% |
$292 - $362
|
372
$47.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.08% |
$219 - $272
|
3.67K
$468K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.07% |
$219 - $272
|
4.13K
$527K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.45% |
$219 - $272
|
668
$85.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.05% |
$219 - $272
|
5.72K
$730K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$146 - $181
|
15.3K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2+ 0.01% |
$146 - $181
|
21.2K
$2.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.01% |
$146 - $181
|
30.8K
$3.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$146 - $181
|
843
$108K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$146 - $181
|
2
$255
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
2+ 0.01% |
$146 - $181
|
13.9K
$1.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.51% |
$72.9 - $90.6
|
196
$25K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$72.9 - $90.6
|
4.09K
$521K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$72.9 - $90.6
|
1.04K
$132K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$72.9 - $90.6
|
3.31K
$422K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.98% |
$72.9 - $90.6
|
103
$13.1K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1Closed |
$72.9 - $90.6
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$146 - $181
|
4.33K
$553K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.4% |
$219 - $272
|
738
$94.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5- 2.91% |
$365 - $453
|
167
$21.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7Closed |
$510 - $634
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8- 0.01% |
$583 - $725
|
73.4K
$9.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 24.24% |
$583 - $725
|
25
$3.19K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-9- 0.33% |
$656 - $815
|
2.71K
$346K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-9- 0.11% |
$656 - $815
|
8.02K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10- 0.34% |
$729 - $906
|
2.97K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.18% |
$729 - $906
|
5.63K
$718K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 9.02% |
$802 - $997
|
111
$14.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 1.9% |
$948 - $1.18K
|
670
$85.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-15- 0.29% |
$1.09K - $1.36K
|
5.24K
$669K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15Closed |
$1.09K - $1.36K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-16Closed |
$1.17K - $1.45K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16- 0.46% |
$1.17K - $1.45K
|
3.5K
$446K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 2.9% |
$1.31K - $1.63K
|
603
$76.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-19- 0.59% |
$1.39K - $1.72K
|
3.2K
$408K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.65% |
$1.39K - $1.72K
|
2.91K
$372K
|