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 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.1K+ 17.44% |
$663K - $824K
|
61.3K
$7.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
9.04KNew |
$659K - $819K
|
9.04K
$1.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
8.76K+ 5.86% |
$638K - $793K
|
158K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.51K+ 2.46% |
$620K - $771K
|
355K
$45M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.5K+ 28.33% |
$620K - $770K
|
38.5K
$4.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
8.38K+ 8.34% |
$611K - $760K
|
109K
$13.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.34K+ 7.55% |
$608K - $755K
|
119K
$15.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
8.33K+ 3.4% |
$607K - $755K
|
253K
$32.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.23K+ 234.68% |
$600K - $746K
|
11.7K
$1.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.2K+ 9.87% |
$598K - $743K
|
91.3K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirova
Paris, I0 |
BUY
|
- |
8.19KNew |
$597K - $742K
|
8.19K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.18K+ 86.78% |
$596K - $741K
|
17.6K
$2.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
8.18K+ 72.62% |
$596K - $741K
|
19.4K
$2.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
8.15K+ 2.5% |
$594K - $739K
|
335K
$42.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
8.15KNew |
$594K - $738K
|
8.15K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.05K+ 181.02% |
$587K - $729K
|
12.5K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.96KNew |
$580K - $721K
|
7.96K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.96K+ 3.94% |
$580K - $721K
|
210K
$26.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
7.95K+ 43.74% |
$579K - $720K
|
26.1K
$3.31M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.74K+ 9.53% |
$564K - $702K
|
88.9K
$11.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.6K+ 3.05% |
$554K - $688K
|
257K
$32.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
7.23K+ 19.29% |
$527K - $655K
|
44.7K
$5.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.17K+ 5.89% |
$522K - $649K
|
129K
$16.3M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.15KNew |
$522K - $648K
|
7.15K
$907K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.03K+ 2.82% |
$513K - $637K
|
257K
$32.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
6.97K+ 0.79% |
$508K - $632K
|
885K
$112M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.72K+ 1.42% |
$490K - $609K
|
478K
$60.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.56K+ 12.46% |
$478K - $594K
|
59.2K
$7.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.53K+ 59.24% |
$476K - $592K
|
17.6K
$2.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
6.31K+ 9.48% |
$460K - $572K
|
72.9K
$9.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.29K+ 6.35% |
$458K - $569K
|
105K
$13.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.01K+ 33.18% |
$438K - $544K
|
24.1K
$3.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 40.0% |
$437K - $544K
|
21K
$2.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.99K+ 52.24% |
$437K - $543K
|
17.5K
$2.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.97K+ 14.26% |
$435K - $541K
|
47.8K
$6.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.85K+ 8.55% |
$427K - $530K
|
74.3K
$9.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.78K+ 108.54% |
$421K - $524K
|
11.1K
$1.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.73K+ 6.62% |
$418K - $520K
|
92.4K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.68K+ 39.13% |
$414K - $514K
|
20.2K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.62KNew |
$409K - $509K
|
5.62K
$712K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.61K+ 12.28% |
$409K - $509K
|
51.3K
$6.51M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 38.68% |
$407K - $506K
|
20K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.58K+ 50.11% |
$407K - $506K
|
16.7K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.57KNew |
$406K - $505K
|
5.57K
$707K
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.5KNew |
$401K - $498K
|
5.5K
$697K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
5.48K+ 22.09% |
$400K - $497K
|
30.3K
$3.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.45K+ 26.79% |
$397K - $493K
|
25.8K
$3.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$396K - $492K
|
5.43K
$689K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.39K+ 5.3% |
$393K - $488K
|
107K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.25K+ 19.02% |
$383K - $476K
|
32.9K
$4.17M
|