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
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.68KClosed |
$195K - $243K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 26.57% |
$199K - $247K
|
7.54K
$964K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.75K- 23.01% |
$200K - $249K
|
9.2K
$1.18M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.76KClosed |
$201K - $250K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2.77K- 0.75% |
$202K - $251K
|
367K
$46.9M
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-2.8KClosed |
$204K - $253K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.81KClosed |
$205K - $255K
|
0
$0
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.85KClosed |
$208K - $258K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.86KClosed |
$208K - $259K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 42.88% |
$215K - $267K
|
3.93K
$503K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.99KClosed |
$218K - $271K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3KClosed |
$219K - $272K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 42.86% |
$219K - $272K
|
4K
$512K
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.01KClosed |
$219K - $273K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.02K- 6.11% |
$220K - $273K
|
46.3K
$5.93M
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.03KClosed |
$221K - $274K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.05K- 14.67% |
$222K - $277K
|
17.7K
$2.27M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.09KClosed |
$225K - $280K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-3.1K- 38.64% |
$226K - $281K
|
4.93K
$630K
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.11K- 5.94% |
$227K - $282K
|
49.2K
$6.29M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.11K- 3.67% |
$227K - $282K
|
81.8K
$10.5M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-3.13KClosed |
$228K - $284K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.14KClosed |
$229K - $284K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.18K- 3.7% |
$232K - $288K
|
82.8K
$10.6M
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.18K- 3.7% |
$232K - $288K
|
82.8K
$10.6M
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-3.25KClosed |
$237K - $294K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 27.73% |
$237K - $295K
|
8.47K
$1.08M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.29KClosed |
$240K - $298K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.35K- 36.46% |
$244K - $304K
|
5.84K
$747K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.37K- 9.34% |
$246K - $306K
|
32.7K
$4.19M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$247K - $307K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.43K- 8.35% |
$250K - $311K
|
37.6K
$4.81M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.46K- 7.09% |
$252K - $314K
|
45.4K
$5.8M
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.47K- 6.34% |
$253K - $314K
|
51.2K
$6.55M
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-3.5K- 37.88% |
$255K - $317K
|
5.74K
$734K
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.52K- 36.29% |
$257K - $319K
|
6.18K
$791K
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-3.58KClosed |
$261K - $324K
|
0
$0
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.64KClosed |
$265K - $330K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.71K- 6.59% |
$271K - $336K
|
52.6K
$6.73M
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.73K- 56.02% |
$272K - $338K
|
2.93K
$374K
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.79K- 11.57% |
$276K - $343K
|
29K
$3.71M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.8KClosed |
$277K - $344K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.8K- 4.61% |
$277K - $344K
|
78.6K
$10.1M
|
|
Aug 08, 2022
Q2 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-3.8KClosed |
$277K - $344K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.86K- 24.25% |
$281K - $349K
|
12K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.87KClosed |
$282K - $351K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-3.9K- 5.99% |
$284K - $353K
|
61.2K
$7.83M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.95K- 13.26% |
$288K - $358K
|
25.8K
$3.3M
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-4.06KClosed |
$296K - $368K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4.08K- 64.13% |
$298K - $370K
|
2.28K
$292K
|