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 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.02K+ 5.31% |
$147K - $183K
|
40.1K
$5.09M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
2.02K+ 14.43% |
$147K - $183K
|
16K
$2.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2K+ 0.25% |
$146K - $181K
|
806K
$102M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.97K+ 3.04% |
$143K - $178K
|
66.7K
$8.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.95K+ 46.69% |
$142K - $177K
|
6.12K
$776K
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.9K+ 35.85% |
$139K - $172K
|
7.2K
$913K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 26.26% |
$138K - $171K
|
9.1K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.87K+ 1.44% |
$136K - $170K
|
131K
$16.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.85K+ 22.46% |
$135K - $168K
|
10.1K
$1.28M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.85K+ 0.87% |
$135K - $168K
|
216K
$27.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.85K+ 8.1% |
$135K - $167K
|
24.6K
$3.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.81K+ 20.16% |
$132K - $164K
|
10.8K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.8K+ 41.72% |
$131K - $163K
|
6.12K
$776K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.78K+ 57.39% |
$130K - $161K
|
4.88K
$619K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.77K+ 32.24% |
$129K - $161K
|
7.27K
$922K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.75K+ 37.29% |
$128K - $159K
|
6.46K
$819K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.72K+ 1.66% |
$125K - $156K
|
106K
$13.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.72K+ 61.72% |
$125K - $156K
|
4.51K
$571K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
1.71K+ 12.01% |
$124K - $154K
|
15.9K
$2.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7K+ 9.52% |
$124K - $154K
|
19.5K
$2.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.68K+ 140.67% |
$123K - $152K
|
2.88K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.67K+ 5.12% |
$122K - $151K
|
34.3K
$4.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.66K+ 12.05% |
$121K - $150K
|
15.4K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.64K+ 15.48% |
$119K - $148K
|
12.2K
$1.55M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.58KNew |
$115K - $143K
|
1.58K
$200K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
1.57K+ 10.43% |
$115K - $143K
|
16.7K
$2.11M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
1.56K+ 77.32% |
$114K - $141K
|
3.57K
$453K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.54K+ 0.26% |
$112K - $140K
|
602K
$76.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.53K+ 5.51% |
$112K - $139K
|
29.3K
$3.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.53K+ 4.55% |
$112K - $139K
|
35.2K
$4.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 63.26% |
$111K - $139K
|
3.95K
$500K
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.52K+ 34.45% |
$111K - $138K
|
5.94K
$753K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.5K+ 11.76% |
$109K - $136K
|
14.3K
$1.81M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1.49K+ 2.85% |
$109K - $135K
|
53.9K
$6.84M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.48K+ 7.36% |
$108K - $134K
|
21.6K
$2.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.45K+ 24.37% |
$106K - $131K
|
7.4K
$938K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.45K+ 280.08% |
$106K - $131K
|
1.97K
$249K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.44KNew |
$105K - $130K
|
1.44K
$182K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42K+ 7.13% |
$103K - $128K
|
21.3K
$2.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.41K+ 52.26% |
$103K - $128K
|
4.12K
$522K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.41K+ 11.91% |
$103K - $127K
|
13.2K
$1.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 75.54% |
$102K - $126K
|
3.24K
$411K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.39K+ 1.47% |
$101K - $126K
|
96K
$12.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
1.39K+ 5.82% |
$101K - $126K
|
25.2K
$3.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.38K+ 5.75% |
$101K - $125K
|
25.4K
$3.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 37.31% |
$100K - $124K
|
5.05K
$640K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.34K+ 44.91% |
$97.7K - $121K
|
4.32K
$548K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 50.86% |
$97.4K - $121K
|
3.96K
$502K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.32K+ 12.87% |
$96.3K - $120K
|
11.6K
$1.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.29K+ 3.15% |
$94.3K - $117K
|
42.3K
$5.37M
|