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
|
Detalus Advisors, LLC
|
BUY
|
- |
3.15KNew |
$230K - $285K
|
3.15K
$399K
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.14K+ 163.34% |
$229K - $285K
|
5.06K
$642K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.11KNew |
$227K - $282K
|
3.11K
$395K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
3.11K+ 5.26% |
$227K - $282K
|
62.2K
$7.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$226K - $281K
|
3.11K
$394K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$226K - $281K
|
3.1K
$393K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.09KNew |
$225K - $280K
|
3.09K
$392K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
3.08K+ 7.4% |
$224K - $279K
|
44.7K
$5.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.06K+ 0.56% |
$223K - $278K
|
548K
$69.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.02K+ 4.49% |
$220K - $273K
|
70.2K
$8.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3K+ 4.38% |
$219K - $272K
|
71.6K
$9.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3K+ 6.06% |
$219K - $272K
|
52.5K
$6.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.98K+ 74.19% |
$217K - $270K
|
7K
$888K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.96KNew |
$215K - $268K
|
2.96K
$375K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.86KNew |
$209K - $260K
|
2.86K
$363K
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.86K+ 19.12% |
$208K - $259K
|
17.8K
$2.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$208K - $258K
|
2.85K
$361K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.85K+ 44.02% |
$208K - $258K
|
9.31K
$1.18M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.83K+ 169.06% |
$206K - $256K
|
4.5K
$571K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
2.8KNew |
$204K - $254K
|
2.8K
$355K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.78K+ 94.52% |
$202K - $252K
|
5.72K
$725K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 44.66% |
$202K - $252K
|
9K
$1.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.74K+ 5.0% |
$200K - $249K
|
57.6K
$7.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.73K+ 37.38% |
$199K - $248K
|
10K
$1.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.68K+ 31.42% |
$196K - $243K
|
11.2K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.67K+ 73.4% |
$195K - $242K
|
6.32K
$801K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.64KNew |
$193K - $239K
|
2.64K
$335K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.61K+ 2.48% |
$190K - $236K
|
108K
$13.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.58K+ 2.23% |
$188K - $234K
|
119K
$15M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.54K+ 5.88% |
$185K - $230K
|
45.6K
$5.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$183K - $228K
|
2.52K
$319K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.5K+ 4.06% |
$182K - $226K
|
63.9K
$8.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.49KNew |
$181K - $225K
|
2.49K
$315K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.49K+ 91.73% |
$181K - $225K
|
5.19K
$659K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.46KNew |
$180K - $223K
|
2.46K
$312K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.44KNew |
$178K - $221K
|
2.44K
$309K
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
2.39K+ 6.53% |
$174K - $217K
|
39K
$4.94M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.38K+ 26.4% |
$173K - $215K
|
11.4K
$1.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.37K+ 30.85% |
$173K - $214K
|
10K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.29K+ 1050.0% |
$167K - $207K
|
2.51K
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26K+ 6.67% |
$164K - $204K
|
36.1K
$4.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.24K+ 28.46% |
$163K - $203K
|
10.1K
$1.28M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.24K+ 7.55% |
$163K - $203K
|
31.9K
$4.04M
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.2KNew |
$160K - $199K
|
2.2K
$279K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.16K+ 0.81% |
$158K - $196K
|
269K
$34.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 4.98% |
$157K - $196K
|
45.5K
$5.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 17.75% |
$155K - $193K
|
14.1K
$1.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.1K+ 12.46% |
$153K - $190K
|
18.9K
$2.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.08K+ 65.85% |
$152K - $188K
|
5.24K
$664K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.02K+ 65.27% |
$148K - $183K
|
5.13K
$650K
|