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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
270+ 1.02% |
$5.9K - $24.3K
|
26.7K
$3.42M
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
268+ 1.48% |
$5.85K - $24.2K
|
18.4K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
266+ 1.13% |
$5.81K - $24K
|
23.8K
$3.05M
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
259+ 13.17% |
$5.66K - $23.3K
|
2.23K
$284K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
258+ 118.89% |
$5.63K - $23.3K
|
475
$60.7K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
257+ 19.09% |
$5.61K - $23.2K
|
1.6K
$205K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
255+ 0.38% |
$5.57K - $23K
|
66.7K
$8.53M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
251+ 4.42% |
$5.48K - $22.6K
|
5.94K
$759K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
251+ 3.33% |
$5.48K - $22.6K
|
7.8K
$997K
|
|
Oct 19, 2022
Q3 2022
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
250+ 5.45% |
$5.46K - $22.5K
|
4.84K
$618K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
250+ 3.31% |
$5.46K - $22.5K
|
7.8K
$997K
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
248+ 2.47% |
$5.42K - $22.4K
|
10.3K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
246+ 9.3% |
$5.37K - $22.2K
|
2.89K
$370K
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
245+ 6.91% |
$5.35K - $22.1K
|
3.79K
$485K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
245+ 2.7% |
$5.35K - $22.1K
|
9.33K
$1.19M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
243+ 2.66% |
$5.31K - $21.9K
|
9.38K
$1.2M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
242+ 1.16% |
$5.29K - $21.8K
|
21.1K
$2.69M
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
242+ 5.98% |
$5.29K - $21.8K
|
4.29K
$549K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
238+ 1.33% |
$5.2K - $21.5K
|
18.2K
$2.33M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
238+ 0.97% |
$5.2K - $21.5K
|
24.9K
$3.18M
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
BUY
|
- |
235+ 11.07% |
$5.13K - $21.2K
|
2.36K
$301K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
235+ 69.32% |
$5.13K - $21.2K
|
574
$73.4K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
235+ 6.08% |
$5.13K - $21.2K
|
4.1K
$524K
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
234+ 8.73% |
$5.11K - $21.1K
|
2.91K
$373K
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
234+ 5.53% |
$5.11K - $21.1K
|
4.46K
$571K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
229+ 1.29% |
$5K - $20.6K
|
18K
$2.3M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
228+ 8.04% |
$4.98K - $20.6K
|
3.06K
$392K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
208+ 5.26% |
$4.54K - $18.8K
|
4.16K
$532K
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
204+ 2.03% |
$4.46K - $18.4K
|
10.3K
$1.31M
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
201+ 3.51% |
$4.39K - $18.1K
|
5.92K
$757K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.35% |
$4.37K - $18K
|
6.16K
$788K
|
|
Nov 03, 2022
Q3 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
200+ 0.45% |
$4.37K - $18K
|
44.6K
$5.71M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
199+ 32.95% |
$4.35K - $17.9K
|
803
$103K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
199New |
$4.35K - $17.9K
|
199
$25.4K
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
197+ 0.15% |
$4.3K - $17.8K
|
130K
$16.6M
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
195+ 2.72% |
$4.26K - $17.6K
|
7.37K
$942K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
195+ 6.68% |
$4.26K - $17.6K
|
3.11K
$398K
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
195+ 1.23% |
$4.26K - $17.6K
|
16.1K
$2.05M
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
195+ 5.64% |
$4.26K - $17.6K
|
3.65K
$467K
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
190+ 1.24% |
$4.15K - $17.1K
|
15.5K
$1.98M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
184+ 6.66% |
$4.02K - $16.6K
|
2.95K
$377K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
184+ 0.05% |
$4.02K - $16.6K
|
383K
$49M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
179+ 5.29% |
$3.91K - $16.1K
|
3.56K
$455K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
179+ 0.37% |
$3.91K - $16.1K
|
48K
$6.14M
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
175+ 2.04% |
$3.82K - $15.8K
|
8.77K
$1.12M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
175+ 3.02% |
$3.82K - $15.8K
|
5.97K
$763K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
174+ 1.04% |
$3.8K - $15.7K
|
16.9K
$2.16M
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
170+ 0.66% |
$3.71K - $15.3K
|
25.7K
$3.29M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
170+ 3.49% |
$3.71K - $15.3K
|
5.04K
$644K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
167New |
$3.65K - $15.1K
|
167
$21.4K
|