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 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
163+ 6.4% |
$3.56K - $14.7K
|
2.71K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
162+ 0.56% |
$3.54K - $14.6K
|
29.1K
$4.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
161+ 16.7% |
$3.52K - $14.5K
|
1.13K
$155K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
160+ 103.23% |
$3.49K - $14.4K
|
315
$43.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
156+ 2.04% |
$3.41K - $14.1K
|
7.81K
$1.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
154+ 0.63% |
$3.36K - $13.9K
|
24.8K
$3.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
150+ 5.29% |
$3.28K - $13.5K
|
2.99K
$412K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
150+ 2.63% |
$3.28K - $13.5K
|
5.84K
$805K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
150+ 5.54% |
$3.28K - $13.5K
|
2.86K
$394K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
149+ 1.4% |
$3.25K - $13.4K
|
10.8K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
148+ 27.77% |
$3.23K - $13.3K
|
681
$93.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
142+ 4.77% |
$3.1K - $12.8K
|
3.12K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.89% |
$3.01K - $12.4K
|
4.91K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
136+ 4.25% |
$2.97K - $12.3K
|
3.33K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
134New |
$2.93K - $12.1K
|
134
$18.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
132+ 0.3% |
$2.88K - $11.9K
|
44.3K
$6.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
132+ 1.42% |
$2.88K - $11.9K
|
9.4K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
131+ 22.35% |
$2.86K - $11.8K
|
717
$98.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
126+ 0.34% |
$2.75K - $11.4K
|
37.2K
$5.12M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
126+ 0.15% |
$2.75K - $11.4K
|
81.5K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
126+ 17.07% |
$2.75K - $11.4K
|
864
$119K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
125+ 2.27% |
$2.73K - $11.3K
|
5.62K
$775K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
121+ 2.96% |
$2.64K - $10.9K
|
4.21K
$580K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
121+ 2.67% |
$2.64K - $10.9K
|
4.66K
$642K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
120+ 3.2% |
$2.62K - $10.8K
|
3.87K
$534K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
116+ 2.92% |
$2.53K - $10.5K
|
4.09K
$563K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
115+ 0.72% |
$2.51K - $10.4K
|
16.1K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114+ 2.8% |
$2.49K - $10.3K
|
4.19K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
111+ 37.0% |
$2.42K - $10K
|
411
$56.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
107+ 1.53% |
$2.34K - $9.65K
|
7.09K
$976K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
104+ 1.49% |
$2.27K - $9.38K
|
7.08K
$975K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
103+ 0.82% |
$2.25K - $9.29K
|
12.7K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
100+ 0.89% |
$2.18K - $9.02K
|
11.3K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
97+ 1.88% |
$2.12K - $8.74K
|
5.25K
$723K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
94+ 1.44% |
$2.05K - $8.47K
|
6.64K
$915K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
93+ 0.43% |
$2.03K - $8.38K
|
22K
$3.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
92+ 116.46% |
$2.01K - $8.29K
|
171
$23.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 3.1% |
$1.9K - $7.84K
|
2.89K
$398K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
87+ 2.8% |
$1.9K - $7.84K
|
3.19K
$440K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$1.9K - $7.84K
|
87
$12K
|
|
|
Dec 22, 2022
Q3 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
85+ 0.12% |
$1.86K - $7.66K
|
72.2K
$9.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
84+ 0.73% |
$1.83K - $7.57K
|
11.6K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
83+ 2.77% |
$1.81K - $7.48K
|
3.08K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 41.5% |
$1.81K - $7.48K
|
283
$39K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
82+ 1.26% |
$1.79K - $7.39K
|
6.61K
$911K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 2.25% |
$1.75K - $7.21K
|
3.63K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
80New |
$1.75K - $7.21K
|
80
$11K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
76New |
$1.66K - $6.85K
|
76
$10.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 2.56% |
$1.64K - $6.76K
|
3K
$414K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
73+ 0.63% |
$1.59K - $6.58K
|
11.6K
$1.6M
|