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 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 0.34% |
$393 - $1.62K
|
5.3K
$678K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
17+ 0.23% |
$371 - $1.53K
|
7.51K
$960K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17+ 0.18% |
$371 - $1.53K
|
9.22K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.34% |
$371 - $1.53K
|
5.02K
$642K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
16+ 0.38% |
$349 - $1.44K
|
4.21K
$538K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16+ 0.47% |
$349 - $1.44K
|
3.44K
$440K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.24% |
$349 - $1.44K
|
6.69K
$855K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 0.85% |
$349 - $1.44K
|
1.89K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15+ 0.02% |
$328 - $1.35K
|
62.7K
$8.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15+ 0.27% |
$328 - $1.35K
|
5.57K
$712K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$52.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 0.29% |
$306 - $1.26K
|
4.89K
$626K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 1.0% |
$306 - $1.26K
|
1.42K
$181K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$284 - $1.17K
|
3.61K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.43% |
$284 - $1.17K
|
3.06K
$391K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.88% |
$262 - $1.08K
|
1.37K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.4% |
$262 - $1.08K
|
3.01K
$385K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 0.29% |
$240 - $992
|
3.87K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
11+ 0.19% |
$240 - $992
|
5.77K
$738K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$218 - $902
|
10
$1.28K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.91% |
$197 - $811
|
997
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.81% |
$197 - $811
|
1.13K
$144K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 0.22% |
$175 - $721
|
3.71K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
8+ 0.09% |
$175 - $721
|
8.46K
$1.08M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
7+ 0.65% |
$153 - $631
|
1.09K
$139K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 1.05% |
$153 - $631
|
675
$86.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.12% |
$153 - $631
|
6.01K
$768K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.21% |
$131 - $541
|
2.85K
$364K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$109 - $451
|
964
$123K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.65% |
$109 - $451
|
775
$99.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5+ 0.14% |
$109 - $451
|
3.55K
$454K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.13% |
$109 - $451
|
3.94K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5+ 0.05% |
$109 - $451
|
10K
$1.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
4+ 0.05% |
$87.4 - $361
|
8.54K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$87.4 - $361
|
6.51K
$833K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.97% |
$65.5 - $270
|
155
$19.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$65.5 - $270
|
2.82K
$361K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.05% |
$65.5 - $270
|
5.72K
$731K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$65.5 - $270
|
3
$384
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$43.7 - $180
|
15.3K
$1.95M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.3% |
$43.7 - $180
|
672
$85.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.03% |
$43.7 - $180
|
6.69K
$856K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.07% |
$43.7 - $180
|
2.99K
$383K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.27% |
$43.7 - $180
|
753
$96.3K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$43.7 - $180
|
4.94K
$631K
|
|
|
Nov 07, 2022
Q3 2022
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.01% |
$43.7 - $180
|
30.8K
$3.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$43.7 - $180
|
7.93K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$43.7 - $180
|
3.94K
$504K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.03% |
$21.8 - $90.2
|
3.23K
$413K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$21.8 - $90.2
|
6.43K
$822K
|