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
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.51% |
$21.8 - $90.2
|
197
$25.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$21.8 - $90.2
|
2.88K
$368K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$21.8 - $90.2
|
2.71K
$347K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$21.8 - $90.2
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1- 0.01% |
$21.8 - $90.2
|
17.7K
$2.27M
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2- 0.01% |
$43.7 - $180
|
13.9K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.09% |
$65.5 - $270
|
3.24K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.07% |
$65.5 - $270
|
4.08K
$522K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-4- 0.01% |
$87.4 - $361
|
31.4K
$4.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 0.17% |
$87.4 - $361
|
2.3K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4- 0.16% |
$87.4 - $361
|
2.46K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5- 0.06% |
$109 - $451
|
8.75K
$1.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6- 0.21% |
$131 - $541
|
2.91K
$372K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-7- 0.18% |
$153 - $631
|
3.8K
$486K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7- 0.09% |
$153 - $631
|
8.06K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 7.0% |
$153 - $631
|
93
$11.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-8- 0.2% |
$175 - $721
|
4.09K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-10- 0.36% |
$218 - $902
|
2.77K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10- 6.58% |
$218 - $902
|
142
$18.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.29% |
$262 - $1.08K
|
4.12K
$527K
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-13- 0.07% |
$284 - $1.17K
|
17.4K
$2.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 16.46% |
$284 - $1.17K
|
66
$8.44K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-13- 3.15% |
$284 - $1.17K
|
400
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-14- 0.11% |
$306 - $1.26K
|
13.3K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 2.49% |
$328 - $1.35K
|
588
$75.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 4.74% |
$371 - $1.53K
|
342
$43.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-18- 0.54% |
$393 - $1.62K
|
3.29K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-18- 0.41% |
$393 - $1.62K
|
4.34K
$555K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-19- 0.15% |
$415 - $1.71K
|
12.8K
$1.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19- 10.67% |
$415 - $1.71K
|
159
$20.3K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-20- 19.42% |
$437 - $1.8K
|
83
$10.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20- 0.67% |
$437 - $1.8K
|
2.95K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 0.34% |
$437 - $1.8K
|
5.82K
$745K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20- 1.27% |
$437 - $1.8K
|
1.56K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-21- 0.45% |
$459 - $1.89K
|
4.7K
$601K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22- 0.78% |
$480 - $1.98K
|
2.79K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-24- 0.74% |
$524 - $2.16K
|
3.23K
$413K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 0.93% |
$546 - $2.25K
|
2.65K
$339K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26- 17.11% |
$568 - $2.34K
|
126
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-29- 1.01% |
$633 - $2.61K
|
2.84K
$364K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-30- 27.03% |
$655 - $2.7K
|
81
$10.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-31- 12.11% |
$677 - $2.79K
|
225
$28.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-31- 0.23% |
$677 - $2.79K
|
13.5K
$1.72M
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-36- 1.18% |
$786 - $3.25K
|
3.02K
$386K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-37- 6.16% |
$808 - $3.34K
|
564
$72.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-50- 1.79% |
$1.09K - $4.51K
|
2.75K
$352K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 7.67% |
$1.09K - $4.51K
|
602
$77K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50- 4.37% |
$1.09K - $4.51K
|
1.09K
$140K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-52- 3.96% |
$1.14K - $4.69K
|
1.26K
$161K
|