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 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.23K+ 2.73% |
$381K - $474K
|
197K
$25M
|
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.17K+ 84.97% |
$377K - $468K
|
11.2K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
5.16K+ 18.35% |
$376K - $468K
|
33.3K
$4.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.06K+ 33.49% |
$369K - $459K
|
20.2K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.04KNew |
$367K - $456K
|
5.04K
$639K
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
5KNew |
$365K - $453K
|
5K
$634K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$365K - $453K
|
5K
$634K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5K+ 21.03% |
$365K - $453K
|
28.8K
$3.65M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.97K+ 68.69% |
$363K - $451K
|
12.2K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 10.17% |
$360K - $448K
|
53.5K
$6.78M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.93K+ 19.9% |
$360K - $447K
|
29.7K
$3.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.86K+ 23.4% |
$354K - $440K
|
25.6K
$3.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.81KNew |
$350K - $435K
|
4.81K
$609K
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
4.79K+ 6.17% |
$349K - $434K
|
82.4K
$10.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.71K+ 2.23% |
$343K - $427K
|
216K
$27.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.7K+ 10.64% |
$343K - $426K
|
48.9K
$6.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.68K+ 71.7% |
$341K - $424K
|
11.2K
$1.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.67K+ 55.32% |
$340K - $423K
|
13.1K
$1.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.53K+ 69.27% |
$330K - $410K
|
11.1K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.51K+ 42.63% |
$329K - $409K
|
15.1K
$1.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.48K+ 123.89% |
$326K - $406K
|
8.09K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.43K+ 1538.19% |
$323K - $401K
|
4.72K
$598K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
4.42KNew |
$322K - $400K
|
4.42K
$560K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
4.4KNew |
$321K - $399K
|
4.4K
$558K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.31K+ 1.23% |
$314K - $390K
|
354K
$44.9M
|
|
|
Aug 12, 2022
Q2 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.23KNew |
$309K - $384K
|
4.23K
$537K
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 3.94% |
$303K - $376K
|
110K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$297K - $369K
|
4.07K
$517K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.06KNew |
$296K - $368K
|
4.06K
$515K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.05K+ 8.58% |
$295K - $367K
|
51.2K
$6.5M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.98K+ 1.86% |
$290K - $360K
|
217K
$27.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.91K+ 38.43% |
$285K - $354K
|
14.1K
$1.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.84K+ 9.13% |
$280K - $348K
|
46K
$5.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
3.83K+ 35.98% |
$279K - $347K
|
14.5K
$1.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.82K+ 36.96% |
$279K - $346K
|
14.2K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 10.44% |
$274K - $340K
|
39.7K
$5.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.69KNew |
$269K - $334K
|
3.69K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.63K+ 4.47% |
$264K - $329K
|
84.7K
$10.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.6K+ 24.0% |
$262K - $326K
|
18.6K
$2.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.59K+ 22.37% |
$261K - $325K
|
19.6K
$2.49M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
3.55KNew |
$258K - $321K
|
3.55K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.55KNew |
$258K - $321K
|
3.55K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.51KNew |
$256K - $318K
|
3.51K
$445K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
3.49K+ 1.46% |
$254K - $316K
|
243K
$30.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 45.43% |
$249K - $310K
|
10.9K
$1.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.4KNew |
$248K - $308K
|
3.4K
$431K
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.29K+ 17.59% |
$240K - $298K
|
22K
$2.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.25K+ 144.94% |
$237K - $295K
|
5.49K
$697K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.23K+ 15.88% |
$236K - $293K
|
23.6K
$2.99M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.18KNew |
$232K - $288K
|
3.18K
$404K
|