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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-321- 0.39% |
$23.4K - $29.1K
|
81.1K
$10.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-322- 9.01% |
$23.5K - $29.2K
|
3.25K
$415K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-325- 9.27% |
$23.7K - $29.4K
|
3.18K
$406K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-344- 9.3% |
$25.1K - $31.2K
|
3.36K
$428K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-345- 10.95% |
$25.2K - $31.3K
|
2.81K
$358K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-347- 7.11% |
$25.3K - $31.4K
|
4.54K
$579K
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-349- 11.13% |
$25.4K - $31.6K
|
2.79K
$356K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-356- 7.83% |
$26K - $32.3K
|
4.19K
$535K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-360- 21.73% |
$26.2K - $32.6K
|
1.3K
$165K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-360- 0.07% |
$26.2K - $32.6K
|
526K
$67.2M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-365- 8.48% |
$26.6K - $33.1K
|
3.94K
$502K
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-369- 4.53% |
$26.9K - $33.4K
|
7.77K
$991K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-369- 2.74% |
$26.9K - $33.4K
|
13.1K
$1.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-371- 3.05% |
$27K - $33.6K
|
11.8K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-385Closed |
$28.1K - $34.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-390- 0.69% |
$28.4K - $35.3K
|
56K
$7.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-390- 4.6% |
$28.4K - $35.3K
|
8.08K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-394- 0.46% |
$28.7K - $35.7K
|
85K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-394- 2.5% |
$28.7K - $35.7K
|
15.4K
$1.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-395- 67.52% |
$28.8K - $35.8K
|
190
$24.2K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-397- 8.14% |
$28.9K - $36K
|
4.48K
$572K
|
|
|
Jul 19, 2022
Q2 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-400- 6.69% |
$29.2K - $36.2K
|
5.58K
$712K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-400- 11.36% |
$29.2K - $36.2K
|
3.12K
$398K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-401- 0.65% |
$29.2K - $36.3K
|
61.3K
$7.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-402- 1.21% |
$29.3K - $36.4K
|
32.9K
$4.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-407- 9.22% |
$29.7K - $36.9K
|
4.01K
$511K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-410- 7.02% |
$29.9K - $37.2K
|
5.43K
$693K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-423- 13.31% |
$30.8K - $38.3K
|
2.76K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-424- 1.81% |
$30.9K - $38.4K
|
23.1K
$2.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-425- 8.48% |
$31K - $38.5K
|
4.58K
$585K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-427- 10.18% |
$31.1K - $38.7K
|
3.77K
$481K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-428- 3.9% |
$31.2K - $38.8K
|
10.5K
$1.35M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-444- 2.15% |
$32.4K - $40.2K
|
20.3K
$2.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-449- 7.34% |
$32.7K - $40.7K
|
5.67K
$724K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-465- 20.39% |
$33.9K - $42.1K
|
1.82K
$232K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-471- 0.96% |
$34.3K - $42.7K
|
48.6K
$6.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-475- 29.23% |
$34.6K - $43K
|
1.15K
$147K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-478- 14.33% |
$34.8K - $43.3K
|
2.86K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-483- 4.89% |
$35.2K - $43.8K
|
9.4K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-488- 1.94% |
$35.6K - $44.2K
|
24.6K
$3.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-495- 0.76% |
$36.1K - $44.9K
|
64.4K
$8.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-500- 1.17% |
$36.5K - $45.3K
|
42.4K
$5.41M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 1.87% |
$36.5K - $45.3K
|
26.3K
$3.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 3.99% |
$36.5K - $45.3K
|
12K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 0.53% |
$36.5K - $45.3K
|
94.6K
$12.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-502Closed |
$36.6K - $45.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-510- 2.99% |
$37.2K - $46.2K
|
16.6K
$2.11M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-510- 10.16% |
$37.2K - $46.2K
|
4.51K
$575K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-511- 0.95% |
$37.3K - $46.3K
|
53.6K
$6.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-529- 1.14% |
$38.6K - $47.9K
|
45.8K
$5.84M
|