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 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
72+ 2.33% |
$1.57K - $6.49K
|
3.16K
$436K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
71New |
$1.55K - $6.4K
|
71
$9.78K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71+ 0.29% |
$1.55K - $6.4K
|
24.2K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
68+ 10.26% |
$1.49K - $6.13K
|
731
$101K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68+ 18.28% |
$1.49K - $6.13K
|
440
$60.6K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
67+ 1.67% |
$1.46K - $6.04K
|
4.07K
$561K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
BUY
|
- |
65+ 5.65% |
$1.42K - $5.86K
|
1.22K
$167K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
60+ 0.77% |
$1.31K - $5.41K
|
7.86K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
58+ 0.67% |
$1.27K - $5.23K
|
8.68K
$1.2M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
58+ 1.45% |
$1.27K - $5.23K
|
4.05K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
57New |
$1.24K - $5.14K
|
57
$7.85K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56+ 1.8% |
$1.22K - $5.05K
|
3.17K
$437K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
55+ 0.06% |
$1.2K - $4.96K
|
90K
$12.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
52+ 0.84% |
$1.14K - $4.69K
|
6.21K
$856K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
52+ 1.82% |
$1.14K - $4.69K
|
2.91K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50+ 0.41% |
$1.09K - $4.51K
|
12.3K
$1.7M
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
49+ 7.85% |
$1.07K - $4.42K
|
673
$92.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49+ 0.34% |
$1.07K - $4.42K
|
14.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.98% |
$1.07K - $4.42K
|
5.05K
$696K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47+ 20.89% |
$1.03K - $4.24K
|
272
$37.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
47+ 1.45% |
$1.03K - $4.24K
|
3.29K
$453K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.46% |
$1K - $4.15K
|
10.1K
$1.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
44+ 1.3% |
$961 - $3.97K
|
3.44K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42New |
$917 - $3.79K
|
42
$5.79K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
41+ 0.37% |
$895 - $3.7K
|
11K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 0.49% |
$895 - $3.7K
|
8.46K
$1.17M
|
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
40+ 0.84% |
$874 - $3.61K
|
4.79K
$660K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 12.79% |
$852 - $3.52K
|
344
$47.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.64% |
$830 - $3.43K
|
5.98K
$823K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
37+ 0.75% |
$808 - $3.34K
|
4.99K
$687K
|
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.86% |
$786 - $3.25K
|
4.23K
$583K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
35+ 0.49% |
$764 - $3.16K
|
7.12K
$981K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.64% |
$764 - $3.16K
|
5.47K
$753K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
35+ 1.23% |
$764 - $3.16K
|
2.89K
$398K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
33+ 0.83% |
$721 - $2.97K
|
3.99K
$550K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
33+ 1.73% |
$721 - $2.97K
|
1.95K
$268K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
33+ 0.85% |
$721 - $2.97K
|
3.92K
$540K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.15% |
$721 - $2.97K
|
2.9K
$400K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
32+ 0.53% |
$699 - $2.88K
|
6.04K
$833K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
32+ 0.56% |
$699 - $2.88K
|
5.74K
$792K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
31+ 0.31% |
$677 - $2.79K
|
10.1K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
31+ 0.77% |
$677 - $2.79K
|
4.04K
$557K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 22.9% |
$655 - $2.7K
|
161
$22.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
26New |
$568 - $2.34K
|
26
$3.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
25+ 0.23% |
$546 - $2.25K
|
10.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23+ 0.37% |
$502 - $2.07K
|
6.18K
$851K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 0.57% |
$480 - $1.98K
|
3.87K
$534K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 0.72% |
$459 - $1.89K
|
2.92K
$402K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
21New |
$459 - $1.89K
|
21
$2.89K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
21+ 0.39% |
$459 - $1.89K
|
5.41K
$745K
|