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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.29KClosed |
$167K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.29KClosed |
$167K - $208K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-2.31KClosed |
$169K - $210K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.32KClosed |
$169K - $210K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.32K- 44.31% |
$169K - $210K
|
2.92K
$373K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-2.33KClosed |
$170K - $211K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.34KClosed |
$171K - $212K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.34KClosed |
$171K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.37K- 19.08% |
$172K - $214K
|
10K
$1.28M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.38KClosed |
$173K - $215K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$174K - $217K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.39KClosed |
$174K - $217K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-2.4K- 16.67% |
$175K - $217K
|
12K
$1.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.4K- 11.37% |
$175K - $218K
|
18.7K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.41KClosed |
$176K - $219K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.42KClosed |
$177K - $220K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.42K- 24.5% |
$177K - $220K
|
7.47K
$956K
|
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
$177K - $220K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.43KClosed |
$177K - $220K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.45K- 27.75% |
$178K - $222K
|
6.37K
$815K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.45KClosed |
$179K - $222K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.45KClosed |
$179K - $222K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.45KClosed |
$179K - $222K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.46KClosed |
$179K - $223K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$180K - $223K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$180K - $224K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49KClosed |
$181K - $225K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.49KClosed |
$182K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.5K- 4.12% |
$182K - $226K
|
58.1K
$7.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.5KClosed |
$182K - $227K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-2.5KClosed |
$183K - $227K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.51KClosed |
$183K - $228K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.51KClosed |
$183K - $228K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.52KClosed |
$184K - $229K
|
0
$0
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.53KClosed |
$185K - $229K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.55KClosed |
$186K - $231K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.56KClosed |
$186K - $232K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.56KClosed |
$187K - $232K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.57K- 0.53% |
$187K - $233K
|
478K
$61.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-2.59KClosed |
$189K - $235K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-2.6K- 29.64% |
$189K - $235K
|
6.16K
$788K
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-2.6KClosed |
$190K - $236K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$190K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.62KClosed |
$191K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.64K- 8.77% |
$192K - $239K
|
27.4K
$3.51M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.64K- 86.16% |
$192K - $239K
|
424
$54.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$193K - $239K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.65KClosed |
$193K - $240K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.67K- 1.19% |
$195K - $242K
|
223K
$28.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-2.68KClosed |
$195K - $242K
|
0
$0
|