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 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-19- 2.04% |
$1.39K - $1.72K
|
914
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-21- 0.75% |
$1.53K - $1.9K
|
2.78K
$355K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 0.57% |
$1.68K - $2.08K
|
4.02K
$513K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24- 0.42% |
$1.75K - $2.17K
|
5.71K
$729K
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-24- 0.08% |
$1.75K - $2.17K
|
28.9K
$3.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-24- 0.25% |
$1.75K - $2.17K
|
9.72K
$1.24M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-25- 0.91% |
$1.82K - $2.27K
|
2.73K
$349K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-25- 0.88% |
$1.82K - $2.27K
|
2.83K
$361K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-28- 0.03% |
$2.04K - $2.54K
|
88.3K
$11.3M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-29- 49.15% |
$2.11K - $2.63K
|
30
$3.83K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.22% |
$2.19K - $2.72K
|
13.5K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30- 0.23% |
$2.19K - $2.72K
|
12.8K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-32- 0.34% |
$2.33K - $2.9K
|
9.3K
$1.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 0.8% |
$2.41K - $2.99K
|
4.07K
$519K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 0.87% |
$2.48K - $3.08K
|
3.89K
$496K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-34- 18.28% |
$2.48K - $3.08K
|
152
$19.4K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-34- 0.84% |
$2.48K - $3.08K
|
4K
$510K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-35- 0.44% |
$2.55K - $3.17K
|
7.9K
$1.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-36- 0.23% |
$2.62K - $3.26K
|
15.5K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-36- 2.13% |
$2.62K - $3.26K
|
1.65K
$211K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-37- 1.22% |
$2.7K - $3.35K
|
3K
$382K
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-40- 1.29% |
$2.92K - $3.62K
|
3.05K
$390K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-40- 1.01% |
$2.92K - $3.62K
|
3.92K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-40- 0.15% |
$2.92K - $3.62K
|
27.1K
$3.46M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-41- 0.94% |
$2.99K - $3.72K
|
4.32K
$551K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-42- 0.52% |
$3.06K - $3.81K
|
8.04K
$1.03M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 3.78% |
$3.28K - $4.08K
|
1.14K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-47- 1.18% |
$3.43K - $4.26K
|
3.95K
$504K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-50- 5.95% |
$3.65K - $4.53K
|
790
$101K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 2.66% |
$3.65K - $4.53K
|
1.83K
$234K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50- 0.12% |
$3.65K - $4.53K
|
41.2K
$5.26M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-51- 0.71% |
$3.72K - $4.62K
|
7.17K
$915K
|
|
|
Aug 08, 2022
Q2 2022
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-55- 10.78% |
$4.01K - $4.98K
|
455
$58.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-55- 0.76% |
$4.01K - $4.98K
|
7.21K
$920K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-59- 0.33% |
$4.3K - $5.35K
|
17.9K
$2.29M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-63- 2.3% |
$4.59K - $5.71K
|
2.68K
$342K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-63- 0.26% |
$4.59K - $5.71K
|
23.8K
$3.03M
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-64- 1.28% |
$4.67K - $5.8K
|
4.94K
$630K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-65- 0.55% |
$4.74K - $5.89K
|
11.7K
$1.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-66- 1.06% |
$4.81K - $5.98K
|
6.17K
$787K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-75- 21.19% |
$5.47K - $6.8K
|
279
$35.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-76- 0.75% |
$5.54K - $6.89K
|
10.1K
$1.29M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-80- 0.52% |
$5.83K - $7.25K
|
15.2K
$1.94M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-80- 1.6% |
$5.83K - $7.25K
|
4.92K
$628K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-80- 0.79% |
$5.83K - $7.25K
|
9.99K
$1.27M
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-80- 2.24% |
$5.83K - $7.25K
|
3.49K
$445K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-82- 2.22% |
$5.98K - $7.43K
|
3.61K
$460K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-82- 2.46% |
$5.98K - $7.43K
|
3.25K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-82- 0.21% |
$5.98K - $7.43K
|
39.9K
$5.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-84- 3.19% |
$6.12K - $7.61K
|
2.55K
$325K
|