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 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-531- 3.56% |
$38.7K - $48.1K
|
14.4K
$1.83M
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-540- 0.6% |
$39.4K - $48.9K
|
89.3K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-541- 1.39% |
$39.4K - $49K
|
38.3K
$4.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-544- 11.66% |
$39.7K - $49.3K
|
4.12K
$526K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-545- 13.33% |
$39.7K - $49.4K
|
3.54K
$452K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-546- 0.42% |
$39.8K - $49.5K
|
128K
$16.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-548- 20.81% |
$39.9K - $49.7K
|
2.09K
$266K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-550- 12.94% |
$40.1K - $49.8K
|
3.7K
$472K
|
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-559- 0.34% |
$40.8K - $50.7K
|
163K
$20.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-573- 12.3% |
$41.8K - $51.9K
|
4.09K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-574- 7.79% |
$41.8K - $52K
|
6.79K
$866K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-575- 6.47% |
$41.9K - $52.1K
|
8.32K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-586- 19.7% |
$42.7K - $53.1K
|
2.39K
$305K
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-600- 8.05% |
$43.7K - $54.4K
|
6.85K
$874K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-600- 8.68% |
$43.7K - $54.4K
|
6.31K
$805K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-609Closed |
$44.4K - $55.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-612- 1.44% |
$44.6K - $55.5K
|
41.9K
$5.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-614- 8.17% |
$44.8K - $55.6K
|
6.9K
$881K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-615- 3.39% |
$44.8K - $55.7K
|
17.5K
$2.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-620- 13.86% |
$45.2K - $56.2K
|
3.85K
$491K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-622- 2.82% |
$45.3K - $56.4K
|
21.4K
$2.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-630- 18.18% |
$45.9K - $57.1K
|
2.84K
$362K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-631- 1.96% |
$46K - $57.2K
|
31.5K
$4.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-640- 43.1% |
$46.7K - $58K
|
845
$108K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-658- 3.44% |
$48K - $59.6K
|
18.5K
$2.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-665- 13.4% |
$48.5K - $60.3K
|
4.3K
$548K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-668- 15.09% |
$48.7K - $60.5K
|
3.76K
$480K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-670- 3.86% |
$48.8K - $60.7K
|
16.7K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-679- 4.93% |
$49.5K - $61.5K
|
13.1K
$1.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-691- 4.83% |
$50.4K - $62.6K
|
13.6K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-711- 14.07% |
$51.8K - $64.4K
|
4.34K
$554K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-718- 10.2% |
$52.3K - $65.1K
|
6.32K
$806K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-725- 1.08% |
$52.9K - $65.7K
|
66.4K
$8.47M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-733- 2.2% |
$53.4K - $66.4K
|
32.6K
$4.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-734- 6.81% |
$53.5K - $66.5K
|
10K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-744- 0.51% |
$54.2K - $67.4K
|
145K
$18.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-754- 1.55% |
$55K - $68.3K
|
47.8K
$6.1M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-769- 11.56% |
$56.1K - $69.7K
|
5.88K
$750K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-774- 5.63% |
$56.4K - $70.1K
|
13K
$1.66M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-783- 83.74% |
$57.1K - $70.9K
|
152
$19.4K
|
|
|
Aug 02, 2022
Q2 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-783- 0.37% |
$57.1K - $70.9K
|
208K
$26.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-802- 6.99% |
$58.5K - $72.7K
|
10.7K
$1.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-811- 3.03% |
$59.1K - $73.5K
|
25.9K
$3.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-814- 10.85% |
$59.3K - $73.8K
|
6.69K
$854K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-816- 15.39% |
$59.5K - $73.9K
|
4.49K
$572K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-819- 22.2% |
$59.7K - $74.2K
|
2.87K
$366K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-820- 3.43% |
$59.8K - $74.3K
|
23.1K
$2.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-823Closed |
$60K - $74.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-830- 8.1% |
$60.5K - $75.2K
|
9.41K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-830- 21.64% |
$60.5K - $75.2K
|
3.01K
$383K
|