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 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.9KClosed |
$796K - $989K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-11.2K- 38.32% |
$819K - $1.02M
|
18.1K
$2.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.3K- 16.07% |
$824K - $1.02M
|
59K
$7.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 6.16% |
$828K - $1.03M
|
173K
$21.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.8K- 24.08% |
$857K - $1.06M
|
37.1K
$4.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-12KClosed |
$875K - $1.09M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12K- 99.65% |
$876K - $1.09M
|
42
$5.33K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-12.1K- 16.53% |
$884K - $1.1M
|
61.3K
$7.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-12.7KClosed |
$927K - $1.15M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7K- 8.05% |
$927K - $1.15M
|
145K
$18.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 16.9% |
$934K - $1.16M
|
63K
$7.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-12.9KClosed |
$939K - $1.17M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-13.1K- 12.16% |
$953K - $1.18M
|
94.4K
$12M
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-13.2K- 6.44% |
$961K - $1.19M
|
191K
$24.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.4K- 5.58% |
$975K - $1.21M
|
226K
$28.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-13.5KClosed |
$982K - $1.22M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-13.6KClosed |
$990K - $1.23M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-13.7K- 44.48% |
$1M - $1.24M
|
17.1K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14.2KClosed |
$1.04M - $1.29M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.3K- 68.19% |
$1.04M - $1.29M
|
6.66K
$845K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.5K- 15.59% |
$1.05M - $1.31M
|
78.3K
$9.93M
|
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-14.8K- 59.02% |
$1.08M - $1.34M
|
10.2K
$1.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-15K- 21.07% |
$1.09M - $1.36M
|
56.2K
$7.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-15.3K- 42.15% |
$1.12M - $1.39M
|
21K
$2.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-15.7KClosed |
$1.15M - $1.43M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15.8K- 9.73% |
$1.15M - $1.43M
|
147K
$18.6M
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15.9K- 3.32% |
$1.16M - $1.44M
|
463K
$58.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16.1K- 31.31% |
$1.18M - $1.46M
|
35.4K
$4.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-16.3K- 18.37% |
$1.19M - $1.47M
|
72.3K
$9.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-16.6KClosed |
$1.21M - $1.5M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-16.8K- 6.68% |
$1.22M - $1.52M
|
234K
$29.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-16.8K- 9.11% |
$1.22M - $1.52M
|
168K
$21.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.3K- 9.56% |
$1.26M - $1.57M
|
164K
$20.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-17.5K- 5.26% |
$1.27M - $1.58M
|
315K
$40M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.1K- 35.79% |
$1.32M - $1.64M
|
32.5K
$4.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-18.4KClosed |
$1.34M - $1.66M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-18.9K- 15.12% |
$1.38M - $1.71M
|
106K
$13.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-19.6K- 50.0% |
$1.43M - $1.78M
|
19.6K
$2.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-20.1K- 12.76% |
$1.47M - $1.82M
|
138K
$17.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-20.2K- 69.94% |
$1.47M - $1.83M
|
8.69K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.6K- 45.32% |
$1.5M - $1.86M
|
24.8K
$3.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.6K- 0.78% |
$1.5M - $1.87M
|
2.62M
$332M
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-20.7K- 27.49% |
$1.51M - $1.87M
|
54.5K
$6.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.7K- 17.2% |
$1.51M - $1.87M
|
99.5K
$12.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21.1KClosed |
$1.54M - $1.91M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-21.3K- 5.94% |
$1.55M - $1.93M
|
338K
$42.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21.5KClosed |
$1.57M - $1.95M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-21.6K- 43.08% |
$1.57M - $1.96M
|
28.5K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-21.8KClosed |
$1.59M - $1.98M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22.6K- 1.76% |
$1.65M - $2.05M
|
1.26M
$160M
|