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 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-85- 1.58% |
$6.2K - $7.7K
|
5.29K
$674K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-86- 2.81% |
$6.27K - $7.79K
|
2.98K
$380K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-86Closed |
$6.27K - $7.79K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-90- 0.37% |
$6.56K - $8.15K
|
24.3K
$3.11M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-92Closed |
$6.71K - $8.34K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-94- 0.07% |
$6.85K - $8.52K
|
130K
$16.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-98- 2.6% |
$7.14K - $8.88K
|
3.67K
$468K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-99- 3.46% |
$7.22K - $8.97K
|
2.76K
$352K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100Closed |
$7.29K - $9.06K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.27% |
$7.29K - $9.06K
|
4.3K
$549K
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 0.52% |
$7.29K - $9.06K
|
19K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-102- 2.3% |
$7.44K - $9.24K
|
4.34K
$554K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-104- 3.05% |
$7.58K - $9.42K
|
3.31K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-104Closed |
$7.58K - $9.42K
|
0
$0
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-104- 3.05% |
$7.58K - $9.42K
|
3.31K
$422K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-105- 0.51% |
$7.65K - $9.51K
|
20.3K
$2.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
SELL
|
- |
-106- 0.6% |
$7.73K - $9.6K
|
17.4K
$2.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-106- 1.38% |
$7.73K - $9.6K
|
7.59K
$969K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-106- 0.87% |
$7.73K - $9.6K
|
12.1K
$1.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-108- 1.03% |
$7.87K - $9.79K
|
10.4K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-110- 0.16% |
$8.02K - $9.97K
|
70.5K
$8.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-111- 0.39% |
$8.09K - $10.1K
|
28.2K
$3.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-114- 3.76% |
$8.31K - $10.3K
|
2.92K
$373K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-115- 0.89% |
$8.38K - $10.4K
|
12.8K
$1.63M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-119- 3.04% |
$8.68K - $10.8K
|
3.8K
$484K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-130- 1.76% |
$9.48K - $11.8K
|
7.26K
$926K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-139- 0.76% |
$10.1K - $12.6K
|
18.1K
$2.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-139- 2.48% |
$10.1K - $12.6K
|
5.48K
$699K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-140- 4.14% |
$10.2K - $12.7K
|
3.24K
$413K
|
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-144- 5.13% |
$10.5K - $13K
|
2.66K
$340K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150Closed |
$10.9K - $13.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150Closed |
$10.9K - $13.6K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-150- 53.38% |
$10.9K - $13.6K
|
131
$16.7K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-152- 2.38% |
$11.1K - $13.8K
|
6.23K
$794K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-156- 2.62% |
$11.4K - $14.1K
|
5.8K
$739K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-157- 2.66% |
$11.4K - $14.2K
|
5.75K
$733K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-157- 1.94% |
$11.4K - $14.2K
|
7.93K
$1.01M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-160- 41.99% |
$11.7K - $14.5K
|
221
$28.2K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-163- 7.66% |
$11.9K - $14.8K
|
1.97K
$251K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-164- 1.11% |
$12K - $14.9K
|
14.6K
$1.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-164- 0.42% |
$12K - $14.9K
|
38.5K
$4.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-164- 1.32% |
$12K - $14.9K
|
12.3K
$1.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-174- 44.5% |
$12.7K - $15.8K
|
217
$27.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-177- 24.93% |
$12.9K - $16K
|
533
$68K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-178- 0.99% |
$13K - $16.1K
|
17.7K
$2.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
SELL
|
- |
-180- 0.28% |
$13.1K - $16.3K
|
63.2K
$8.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-182- 1.32% |
$13.3K - $16.5K
|
13.6K
$1.73M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-186- 0.14% |
$13.6K - $16.9K
|
130K
$16.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-187- 0.39% |
$13.6K - $16.9K
|
48K
$6.12M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-187- 5.98% |
$13.6K - $16.9K
|
2.94K
$375K
|