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 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-190- 3.81% |
$13.9K - $17.2K
|
4.79K
$612K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-190- 1.48% |
$13.9K - $17.2K
|
12.6K
$1.61M
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-192- 1.63% |
$14K - $17.4K
|
11.6K
$1.48M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-193- 3.88% |
$14.1K - $17.5K
|
4.78K
$610K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-195- 43.24% |
$14.2K - $17.7K
|
256
$32.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-198- 0.25% |
$14.4K - $17.9K
|
78.4K
$10M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-198- 12.64% |
$14.4K - $17.9K
|
1.37K
$175K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-200- 1.97% |
$14.6K - $18.1K
|
9.95K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 87.34% |
$14.6K - $18.1K
|
29
$3.7K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-200Closed |
$14.6K - $18.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 4.28% |
$14.6K - $18.1K
|
4.47K
$570K
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-200- 0.07% |
$14.6K - $18.1K
|
274K
$34.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-204Closed |
$14.9K - $18.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-207- 1.15% |
$15.1K - $18.8K
|
17.8K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-210- 0.03% |
$15.3K - $19K
|
821K
$105M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.93% |
$15.5K - $19.2K
|
22.5K
$2.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-215- 1.6% |
$15.7K - $19.5K
|
13.2K
$1.69M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-219- 2.34% |
$16K - $19.8K
|
9.14K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-222- 2.26% |
$16.2K - $20.1K
|
9.59K
$1.22M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-224- 3.79% |
$16.3K - $20.3K
|
5.68K
$725K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-227- 0.85% |
$16.5K - $20.6K
|
26.5K
$3.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-229- 7.83% |
$16.7K - $20.7K
|
2.7K
$344K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-231- 5.28% |
$16.8K - $20.9K
|
4.14K
$529K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-235- 4.18% |
$17.1K - $21.3K
|
5.39K
$687K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-242- 1.22% |
$17.6K - $21.9K
|
19.6K
$2.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-243- 2.06% |
$17.7K - $22K
|
11.5K
$1.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-245- 1.88% |
$17.9K - $22.2K
|
12.8K
$1.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-247- 3.49% |
$18K - $22.4K
|
6.84K
$873K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-248- 24.82% |
$18.1K - $22.5K
|
751
$95.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 6.45% |
$18.2K - $22.7K
|
3.63K
$463K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-252- 6.44% |
$18.4K - $22.8K
|
3.66K
$467K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-253- 1.15% |
$18.4K - $22.9K
|
21.7K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-256- 5.97% |
$18.7K - $23.2K
|
4.03K
$515K
|
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-260- 0.24% |
$19K - $23.6K
|
108K
$13.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-262- 2.03% |
$19.1K - $23.7K
|
12.6K
$1.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-264- 1.98% |
$19.2K - $23.9K
|
13.1K
$1.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-272- 4.06% |
$19.8K - $24.6K
|
6.43K
$820K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-277- 27.16% |
$20.2K - $25.1K
|
743
$94.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-286- 0.34% |
$20.8K - $25.9K
|
84.1K
$10.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-290- 1.47% |
$21.1K - $26.3K
|
19.4K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-295- 0.9% |
$21.5K - $26.7K
|
32.3K
$4.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 23.47% |
$21.9K - $27.2K
|
978
$125K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-300- 0.9% |
$21.9K - $27.2K
|
32.9K
$4.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300Closed |
$21.9K - $27.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 8.2% |
$21.9K - $27.2K
|
3.36K
$428K
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-300Closed |
$21.9K - $27.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-306- 2.95% |
$22.3K - $27.7K
|
10.1K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-307- 38.04% |
$22.4K - $27.8K
|
500
$63.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-307- 6.97% |
$22.4K - $27.8K
|
4.1K
$523K
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-321- 1.17% |
$23.4K - $29.1K
|
27.2K
$3.46M
|