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 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
17.2KNew |
$1.25M - $1.56M
|
17.2K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17K+ 17.16% |
$1.24M - $1.54M
|
116K
$14.7M
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16.5K+ 31.44% |
$1.2M - $1.5M
|
69K
$8.75M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
16.5K+ 2.41% |
$1.2M - $1.49M
|
699K
$88.7M
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
16.2KNew |
$1.18M - $1.47M
|
16.2K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.2K+ 79.11% |
$1.18M - $1.47M
|
36.7K
$4.66M
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
16K+ 260.28% |
$1.17M - $1.45M
|
22.2K
$2.81M
|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
16K+ 3.06% |
$1.17M - $1.45M
|
539K
$68.3M
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.5K+ 11.56% |
$1.13M - $1.41M
|
150K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
15.4K+ 47.28% |
$1.12M - $1.39M
|
48K
$6.08M
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.9K+ 0.63% |
$1.08M - $1.35M
|
2.37M
$301M
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
BUY
|
- |
14.6K+ 105.17% |
$1.06M - $1.32M
|
28.5K
$3.61M
|
|
Aug 12, 2022
Q2 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
14.5K+ 1.91% |
$1.06M - $1.32M
|
773K
$98.1M
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
14.5K+ 67.31% |
$1.06M - $1.31M
|
36K
$4.56M
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
14.1K+ 7.42% |
$1.03M - $1.28M
|
204K
$25.8M
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
13.5K+ 14.95% |
$985K - $1.22M
|
104K
$13.2M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
13.4KNew |
$977K - $1.21M
|
13.4K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.4K+ 0.2% |
$974K - $1.21M
|
6.81M
$863M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.4KNew |
$904K - $1.12M
|
12.4K
$1.57M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
12.2K+ 5.84% |
$891K - $1.11M
|
222K
$28.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 28604.76% |
$876K - $1.09M
|
12.1K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12K+ 81.56% |
$873K - $1.09M
|
26.7K
$3.38M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
11.8K+ 59.69% |
$860K - $1.07M
|
31.5K
$4M
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
11.7K+ 5.38% |
$854K - $1.06M
|
229K
$29.1M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 15.74% |
$852K - $1.06M
|
85.9K
$10.9M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$832K - $1.03M
|
11.4K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.4K+ 70.3% |
$831K - $1.03M
|
27.6K
$3.5M
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.3K+ 5.15% |
$823K - $1.02M
|
230K
$29.2M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.3K+ 18.31% |
$822K - $1.02M
|
72.9K
$9.24M
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$821K - $1.02M
|
11.3K
$1.43M
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.2K+ 4.42% |
$818K - $1.02M
|
265K
$33.6M
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 20.11% |
$817K - $1.01M
|
66.9K
$8.48M
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
11.1K+ 24.44% |
$812K - $1.01M
|
56.7K
$7.19M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1KNew |
$809K - $1.01M
|
11.1K
$1.41M
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
11.1K+ 5.93% |
$809K - $1.01M
|
198K
$25.1M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
11KNew |
$802K - $997K
|
11K
$1.39M
|
|
Aug 10, 2022
Q2 2022
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
10.8K+ 2.81% |
$785K - $975K
|
394K
$50M
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$765K - $951K
|
10.5K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
10.5KNew |
$765K - $951K
|
10.5K
$1.33M
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
10.4K+ 4.8% |
$758K - $942K
|
227K
$28.8M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.3K+ 77.63% |
$749K - $931K
|
23.5K
$2.98M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
10.1K+ 0.54% |
$736K - $914K
|
1.89M
$239M
|
|
Jul 26, 2022
Q2 2022
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 5.88% |
$729K - $906K
|
180K
$22.8M
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
9.96K+ 0.91% |
$726K - $902K
|
1.1M
$139M
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.93KNew |
$724K - $900K
|
9.93K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.8K+ 46.05% |
$715K - $888K
|
31.1K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.59K+ 57.17% |
$699K - $869K
|
26.4K
$3.34M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.3K+ 239.93% |
$678K - $843K
|
13.2K
$1.67M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
9.26K+ 37.77% |
$675K - $839K
|
33.8K
$4.28M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.1K+ 34.98% |
$663K - $824K
|
35.1K
$4.45M
|