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
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-844- 0.58% |
$61.5K - $76.5K
|
146K
$18.6M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-894- 17.96% |
$65.2K - $81K
|
4.08K
$521K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 1.01% |
$65.6K - $81.5K
|
88.6K
$11.3M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-900Closed |
$65.6K - $81.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-912- 17.03% |
$66.5K - $82.6K
|
4.44K
$567K
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-917- 22.67% |
$66.8K - $83.1K
|
3.13K
$399K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-951- 0.94% |
$69.3K - $86.2K
|
101K
$12.8M
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-957- 2.67% |
$69.8K - $86.7K
|
34.8K
$4.44M
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-959- 1.17% |
$69.9K - $86.9K
|
81.3K
$10.4M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-960- 24.33% |
$70K - $87K
|
2.99K
$381K
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-982- 10.32% |
$71.6K - $89K
|
8.54K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-996- 21.43% |
$72.6K - $90.2K
|
3.65K
$466K
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.01K- 3.79% |
$73.4K - $91.2K
|
25.5K
$3.26M
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.01K- 2.37% |
$73.9K - $91.9K
|
41.7K
$5.32M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.03K- 2.58% |
$75.2K - $93.5K
|
39K
$4.98M
|
|
Jul 19, 2022
Q2 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.05K- 1.5% |
$76.5K - $95K
|
68.8K
$8.78M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.08K- 18.05% |
$78.5K - $97.6K
|
4.89K
$624K
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.08KClosed |
$78.5K - $97.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.08K- 11.19% |
$79K - $98.1K
|
8.6K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.11K- 1.44% |
$81K - $101K
|
76.1K
$9.71M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-1.12K- 6.8% |
$81.4K - $101K
|
15.3K
$1.95M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.12K- 12.42% |
$81.7K - $102K
|
7.91K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.12K- 44.72% |
$81.9K - $102K
|
1.39K
$177K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.12K- 44.72% |
$81.9K - $102K
|
1.39K
$177K
|
|
Aug 08, 2022
Q2 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.14K- 2.85% |
$83K - $103K
|
38.8K
$4.95M
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.16K- 14.7% |
$84.2K - $105K
|
6.7K
$855K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.16K- 5.67% |
$84.2K - $105K
|
19.2K
$2.45M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.16KClosed |
$84.4K - $105K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.21KClosed |
$87.8K - $109K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.21K- 3.38% |
$88.4K - $110K
|
34.7K
$4.42M
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.22K- 23.81% |
$88.6K - $110K
|
3.89K
$496K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.23% |
$89.1K - $111K
|
12K
$1.53M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.23K- 18.54% |
$89.3K - $111K
|
5.38K
$687K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.23K- 26.06% |
$89.4K - $111K
|
3.48K
$444K
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-1.23K- 0.87% |
$89.6K - $111K
|
141K
$18M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.25K- 11.7% |
$91.3K - $113K
|
9.45K
$1.21M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-1.27K- 28.26% |
$92.9K - $115K
|
3.23K
$413K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 5.49% |
$92.9K - $116K
|
22K
$2.8M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.3K- 41.39% |
$94.5K - $117K
|
1.84K
$234K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.68% |
$94.9K - $118K
|
34K
$4.34M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.31K- 9.38% |
$95.4K - $119K
|
12.6K
$1.61M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.31K- 22.7% |
$95.8K - $119K
|
4.47K
$571K
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.35K- 35.82% |
$98.5K - $122K
|
2.42K
$309K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.36K- 0.61% |
$99.2K - $123K
|
220K
$28.1M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 6.64% |
$102K - $127K
|
19.7K
$2.52M
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.43K- 8.24% |
$104K - $129K
|
15.9K
$2.02M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.43K- 4.11% |
$105K - $130K
|
33.4K
$4.26M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.44K- 8.64% |
$105K - $130K
|
15.2K
$1.94M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 34.84% |
$105K - $131K
|
2.7K
$345K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 12.78% |
$106K - $131K
|
9.9K
$1.26M
|