Purchases and Sales Made in Q3 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
762+ 18.96% |
$16.6K - $68.7K
|
4.78K
$659K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
756+ 8.3% |
$16.5K - $68.2K
|
9.86K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
754+ 2.83% |
$16.5K - $68K
|
27.4K
$3.78M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
743+ 0.69% |
$16.2K - $67K
|
109K
$15M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
738+ 10.32% |
$16.1K - $66.5K
|
7.89K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
734+ 4.28% |
$16K - $66.2K
|
17.9K
$2.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
731+ 22.97% |
$16K - $65.9K
|
3.91K
$539K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
721+ 17.88% |
$15.7K - $65K
|
4.75K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
714+ 132.96% |
$15.6K - $64.4K
|
1.25K
$172K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
714+ 3.62% |
$15.6K - $64.4K
|
20.4K
$2.82M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
710+ 15.75% |
$15.5K - $64K
|
5.22K
$719K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
702+ 83.27% |
$15.3K - $63.3K
|
1.55K
$213K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
700+ 7.38% |
$15.3K - $63.1K
|
10.2K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
700+ 8.41% |
$15.3K - $63.1K
|
9.03K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
700New |
$15.3K - $63.1K
|
700
$96.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
688+ 1.13% |
$15K - $62K
|
61.6K
$8.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
680+ 4.88% |
$14.9K - $61.3K
|
14.6K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
679+ 1.01% |
$14.8K - $61.2K
|
67.6K
$9.31M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
663+ 20.43% |
$14.5K - $59.8K
|
3.91K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
658New |
$14.4K - $59.3K
|
658
$90.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
653+ 0.45% |
$14.3K - $58.9K
|
146K
$20.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
640+ 100.0% |
$14K - $57.7K
|
1.28K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
634+ 0.17% |
$13.8K - $57.2K
|
381K
$52.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
633+ 23.06% |
$13.8K - $57.1K
|
3.38K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
629New |
$13.7K - $56.7K
|
629
$86.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
627+ 3.79% |
$13.7K - $56.5K
|
17.2K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
618+ 12.24% |
$13.5K - $55.7K
|
5.67K
$781K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
616+ 4.0% |
$13.5K - $55.5K
|
16K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
616+ 6.27% |
$13.5K - $55.5K
|
10.4K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
610+ 5.0% |
$13.3K - $55K
|
12.8K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
609+ 7.86% |
$13.3K - $54.9K
|
8.36K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
608+ 6.72% |
$13.3K - $54.8K
|
9.66K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
606+ 2.69% |
$13.2K - $54.6K
|
23.1K
$3.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
598+ 0.22% |
$13.1K - $53.9K
|
271K
$37.3M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
589+ 10.74% |
$12.9K - $53.1K
|
6.07K
$837K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
580+ 4.76% |
$12.7K - $52.3K
|
12.8K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
570+ 9.55% |
$12.4K - $51.4K
|
6.54K
$901K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
569+ 2.67% |
$12.4K - $51.3K
|
21.9K
$3.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
552+ 4.15% |
$12.1K - $49.8K
|
13.8K
$1.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
548+ 0.24% |
$12K - $49.4K
|
227K
$31.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
548+ 13.29% |
$12K - $49.4K
|
4.67K
$644K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
540+ 22.3% |
$11.8K - $48.7K
|
2.96K
$408K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
536+ 4.24% |
$11.7K - $48.3K
|
13.2K
$1.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
534+ 0.54% |
$11.7K - $48.1K
|
100K
$13.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
519+ 8.63% |
$11.3K - $46.8K
|
6.53K
$900K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
515+ 16.19% |
$11.2K - $46.4K
|
3.7K
$509K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
514+ 4.57% |
$11.2K - $46.3K
|
11.8K
$1.62M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
$10.9K - $45.1K
|
500
$68.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
492+ 5.81% |
$10.7K - $44.4K
|
8.96K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
489+ 1.11% |
$10.7K - $44.1K
|
44.7K
$6.15M
|