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
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.48K- 16.06% |
$108K - $134K
|
7.75K
$988K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.48K- 1.44% |
$108K - $134K
|
102K
$13M
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.5K- 1.18% |
$109K - $136K
|
126K
$16.1M
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 25.1% |
$109K - $136K
|
4.48K
$571K
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.5K- 6.73% |
$109K - $136K
|
20.8K
$2.65M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.51K- 71.62% |
$110K - $137K
|
600
$76.6K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.52K- 6.07% |
$111K - $138K
|
23.6K
$3.01M
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.53K- 0.23% |
$111K - $139K
|
663K
$84.6M
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-1.53K- 0.27% |
$112K - $139K
|
574K
$73.2M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.55K- 1.69% |
$113K - $140K
|
89.9K
$11.5M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.58K- 6.49% |
$115K - $143K
|
22.7K
$2.9M
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.6K- 13.11% |
$117K - $145K
|
10.6K
$1.35M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.61K- 35.59% |
$117K - $146K
|
2.91K
$372K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.62K- 6.52% |
$118K - $147K
|
23.2K
$2.96M
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.67K- 7.57% |
$122K - $152K
|
20.4K
$2.61M
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-1.69K- 37.08% |
$123K - $153K
|
2.88K
$367K
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.74K- 1.61% |
$127K - $158K
|
107K
$13.6M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 3.63% |
$127K - $158K
|
46.4K
$5.93M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.79KClosed |
$130K - $162K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$131K - $163K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.81K- 29.92% |
$132K - $164K
|
4.23K
$539K
|
|
Jun 14, 2024
Q2 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.81K- 14.38% |
$132K - $164K
|
10.8K
$1.38M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.83K- 3.11% |
$134K - $166K
|
57K
$7.28M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.84KClosed |
$134K - $167K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.87K- 16.3% |
$136K - $169K
|
9.59K
$1.22M
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.87K- 4.89% |
$136K - $169K
|
36.3K
$4.64M
|
|
Aug 01, 2022
Q2 2022
|
Focused Investors LLC
|
SELL
|
- |
-1.9K- 0.1% |
$139K - $172K
|
1.98M
$253M
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.93K- 1.03% |
$140K - $174K
|
184K
$23.5M
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.93K- 2.3% |
$141K - $175K
|
81.8K
$10.4M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.93K- 8.68% |
$141K - $175K
|
20.3K
$2.59M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.97K- 76.51% |
$143K - $178K
|
604
$77.1K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 4.39% |
$145K - $180K
|
43.2K
$5.51M
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.99K- 12.19% |
$145K - $180K
|
14.3K
$1.83M
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2K- 1.47% |
$146K - $181K
|
134K
$17.1M
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-2K- 2.44% |
$146K - $181K
|
80K
$10.2M
|
|
Jul 29, 2022
Q2 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-2.01K- 0.39% |
$146K - $182K
|
515K
$65.7M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.01K- 33.88% |
$147K - $182K
|
3.93K
$501K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.06K- 2.04% |
$150K - $186K
|
99K
$12.6M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$151K - $188K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.07K- 2.24% |
$151K - $188K
|
90.5K
$11.5M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.09K- 4.23% |
$152K - $189K
|
47.2K
$6.02M
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.1K- 15.56% |
$153K - $190K
|
11.4K
$1.45M
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2.12K- 5.6% |
$155K - $192K
|
35.7K
$4.56M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.14K- 21.15% |
$156K - $194K
|
7.97K
$1.02M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.19K- 1.85% |
$159K - $198K
|
116K
$14.8M
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.2K- 5.27% |
$160K - $199K
|
39.6K
$5.05M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.2K- 36.67% |
$160K - $199K
|
3.8K
$485K
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.23K- 21.23% |
$162K - $202K
|
8.26K
$1.05M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.25K- 8.7% |
$164K - $203K
|
23.6K
$3.01M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.29KClosed |
$167K - $207K
|
0
$0
|