Purchases and Sales Made in Q3 2022 in Morgan Stanley (MS)

MS Quotes by TradingView

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 09, 2022 Q3 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
479
+ 9.22%
$10.5K - $43.2K
5.67K $782K
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
478
+ 6.63%
$10.4K - $43.1K
7.69K $1.06M
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
476
+ 34.9%
$10.4K - $42.9K
1.84K $254K
Nov 14, 2022 Q3 2022
Cable Hill Partners, LLC

Portland, OR
BUY
 -
475
+ 12.63%
$10.4K - $42.8K
4.24K $584K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
467
+ 7.58%
$10.2K - $42.1K
6.63K $913K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
465
+ 50.27%
$10.2K - $41.9K
1.39K $192K
Feb 21, 2023 Q3 2022
Dgs Capital Management, LLC

BUY
 -
461
+ 16.54%
$10.1K - $41.6K
3.25K $448K
Oct 27, 2022 Q3 2022
Kmg Fiduciary Partners, LLC

BUY
 -
457
+ 1.94%
$9.98K - $41.2K
24K $3.31M
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
452
+ 131.78%
$9.87K - $40.7K
795 $110K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
451
+ 4.77%
$9.85K - $40.7K
9.9K $1.36M
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
435
+ 10.06%
$9.5K - $39.2K
4.76K $656K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
432
+ 0.29%
$9.43K - $38.9K
151K $20.9M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
428
+ 1.31%
$9.35K - $38.6K
33.1K $4.57M
Oct 26, 2022 Q3 2022
Capital Investment Counsel, Inc

BUY
 -
425
+ 2.0%
$9.28K - $38.3K
21.6K $2.98M
Nov 03, 2022 Q3 2022
Abbrea Capital, LLC

BUY
 -
422
+ 3.19%
$9.22K - $38K
13.7K $1.88M
Oct 17, 2022 Q3 2022
Marino, Stram & Associates LLC

BUY
 -
420
+ 5.48%
$9.17K - $37.9K
8.09K $1.11M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
413
+ 0.43%
$9.02K - $37.2K
96.4K $13.3M
Oct 11, 2022 Q3 2022
Marcum Wealth, LLC

BUY
 -
406
+ 9.69%
$8.87K - $36.6K
4.6K $633K
Oct 14, 2022 Q3 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
397
+ 6.91%
$8.67K - $35.8K
6.14K $847K
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
378
+ 60.67%
$8.26K - $34.1K
1K $138K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
370
+ 0.56%
$8.08K - $33.4K
66.3K $9.13M
Oct 03, 2022 Q3 2022
Somerset Trust CO

BUY
 -
368
+ 2.48%
$8.04K - $33.2K
15.2K $2.09M
Oct 27, 2022 Q3 2022
Asio Capital, LLC

BUY
 -
366
+ 0.94%
$7.99K - $33K
39.3K $5.42M
Nov 08, 2022 Q3 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
364
+ 14.52%
$7.95K - $32.8K
2.87K $396K
Nov 14, 2022 Q3 2022
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
364
+ 1.08%
$7.95K - $32.8K
34.2K $4.71M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
361
+ 1.03%
$7.88K - $32.5K
35.4K $4.88M
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
360
+ 2.97%
$7.86K - $32.5K
12.5K $1.72M
Nov 07, 2022 Q3 2022
Altman Advisors, Inc.

Chicago, IL
BUY
 -
359
+ 2.21%
$7.84K - $32.4K
16.6K $2.29M
Nov 04, 2022 Q3 2022
True Private Wealth Advisors

BUY
 -
355
+ 4.49%
$7.75K - $32K
8.26K $1.14M
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
336
+ 1.36%
$7.34K - $30.3K
25K $3.44M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
326
+ 0.38%
$7.12K - $29.4K
85.3K $11.8M
Nov 21, 2022 Q3 2022
Integrated Investment Consultants, LLC

BUY
 -
325
+ 8.63%
$7.1K - $29.3K
4.09K $564K
Oct 25, 2022 Q3 2022
First Interstate Bank

Billings, MT
BUY
 -
313
+ 5.57%
$6.84K - $28.2K
5.93K $817K
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
313
+ 1.67%
$6.84K - $28.2K
19K $2.62M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
304
+ 4.18%
$6.64K - $27.4K
7.58K $1.04M
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
304
+ 6.0%
$6.64K - $27.4K
5.37K $740K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
303
+ 9.16%
$6.62K - $27.3K
3.61K $497K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
303
+ 9.16%
$6.62K - $27.3K
3.61K $497K
Oct 07, 2022 Q3 2022
Pinnacle Wealth Management Group, Inc.

BUY
 -
300
+ 0.91%
$6.55K - $27K
33.2K $4.58M
Nov 01, 2022 Q3 2022
Beta Wealth Group, Inc.

BUY
 -
300
+ 7.5%
$6.55K - $27K
4.3K $593K
Nov 14, 2022 Q3 2022
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
300
+ 0.41%
$6.55K - $27K
73.4K $10.1M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
294
+ 3.04%
$6.42K - $26.5K
9.96K $1.37M
Oct 18, 2022 Q3 2022
Compton Wealth Advisory Group, LLC

BUY
 -
283
+ 1.99%
$6.18K - $25.5K
14.5K $2M
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
282
+ 4.93%
$6.16K - $25.4K
6K $826K
Nov 10, 2022 Q3 2022
Artisan Partners Limited Partnership

Milwaukee, WI
BUY
 -
279
+ 0.02%
$6.09K - $25.2K
1.18M $163M
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
275
+ 16.72%
$6.01K - $24.8K
1.92K $265K
Nov 10, 2022 Q3 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
275
+ 0.67%
$6.01K - $24.8K
41.5K $5.72M
Nov 14, 2022 Q3 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
275
New
$6.01K - $24.8K
275 $37.9K
Nov 09, 2022 Q3 2022
Boston Partners

Boston, MA
BUY
 -
271
+ 2.04%
$5.92K - $24.4K
13.6K $1.87M

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