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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.29K+ 37.21% |
$94.3K - $117K
|
4.77K
$605K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.29K+ 8.4% |
$94K - $117K
|
16.6K
$2.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.29K+ 2.93% |
$93.7K - $117K
|
45.2K
$5.73M
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.28K+ 4.14% |
$93.5K - $116K
|
32.2K
$4.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.27K+ 16.39% |
$92.9K - $115K
|
9.05K
$1.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.23K+ 196.65% |
$89.7K - $112K
|
1.86K
$235K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.21K+ 15.37% |
$88.4K - $110K
|
9.1K
$1.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$87.6K - $109K
|
1.2K
$152K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
1.2K+ 456.27% |
$87.5K - $109K
|
1.46K
$185K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.18K+ 64.98% |
$85.9K - $107K
|
2.99K
$379K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 4.84% |
$83.8K - $104K
|
24.9K
$3.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.15K+ 6.03% |
$83.7K - $104K
|
20.2K
$2.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.13K+ 13.89% |
$82.4K - $102K
|
9.27K
$1.17M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.12K+ 112.3% |
$81.9K - $102K
|
2.12K
$269K
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.11K+ 8.66% |
$80.9K - $101K
|
13.9K
$1.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.09K+ 0.33% |
$79.8K - $99.1K
|
331K
$41.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 45.02% |
$77.5K - $96.3K
|
3.42K
$434K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.05KNew |
$76.3K - $94.9K
|
1.05K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.01K+ 4.69% |
$73.8K - $91.7K
|
22.6K
$2.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.01K+ 34.56% |
$73.7K - $91.6K
|
3.94K
$499K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1K+ 1.99% |
$73.2K - $91K
|
51.5K
$6.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Robotti Robert
New York, NY |
BUY
|
- |
1K+ 13.86% |
$72.9K - $90.6K
|
8.22K
$1.04M
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 10.0% |
$72.9K - $90.6K
|
11K
$1.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1K+ 15.38% |
$72.9K - $90.6K
|
7.5K
$951K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
995+ 33.19% |
$72.5K - $90.2K
|
3.99K
$506K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
982+ 9.74% |
$71.6K - $89K
|
11.1K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
980+ 32.33% |
$71.4K - $88.8K
|
4.01K
$509K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
972+ 11.05% |
$70.9K - $88.1K
|
9.77K
$1.24M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
966+ 41.87% |
$70.4K - $87.5K
|
3.27K
$415K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
966+ 6.23% |
$70.4K - $87.5K
|
16.5K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
965+ 24.35% |
$70.3K - $87.4K
|
4.93K
$625K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
955+ 3.69% |
$69.6K - $86.5K
|
26.9K
$3.41M
|
|
|
Aug 10, 2022
Q2 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
955+ 1.79% |
$69.6K - $86.5K
|
54.2K
$6.87M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
951+ 6.07% |
$69.3K - $86.2K
|
16.6K
$2.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
900+ 2.71% |
$65.6K - $81.5K
|
34.1K
$4.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
BUY
|
- |
888+ 0.16% |
$64.7K - $80.5K
|
549K
$69.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
874+ 11.59% |
$63.7K - $79.2K
|
8.41K
$1.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
866+ 17.12% |
$63.1K - $78.5K
|
5.93K
$751K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
863+ 36.21% |
$62.9K - $78.2K
|
3.25K
$412K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
861+ 12.88% |
$62.8K - $78K
|
7.55K
$957K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
860+ 12.86% |
$62.7K - $77.9K
|
7.55K
$957K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
844+ 27.92% |
$61.5K - $76.5K
|
3.87K
$490K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
839+ 28.72% |
$61.2K - $76K
|
3.76K
$477K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
830+ 4.05% |
$60.5K - $75.2K
|
21.3K
$2.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
829+ 11.13% |
$60.4K - $75.1K
|
8.28K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
822+ 2.76% |
$59.9K - $74.5K
|
30.6K
$3.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
812+ 3.27% |
$59.2K - $73.6K
|
25.7K
$3.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
804New |
$58.6K - $72.9K
|
804
$102K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
800+ 9.76% |
$58.3K - $72.5K
|
9K
$1.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
798+ 9.48% |
$58.2K - $72.3K
|
9.22K
$1.17M
|