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 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-52- 1.6% |
$1.14K - $4.69K
|
3.2K
$409K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-53- 0.1% |
$1.16K - $4.78K
|
51.2K
$6.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 0.37% |
$1.16K - $4.78K
|
14.3K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-54- 1.55% |
$1.18K - $4.87K
|
3.43K
$438K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-55- 1.44% |
$1.2K - $4.96K
|
3.78K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-55- -0.0% |
$1.2K - $4.96K
|
3.41M
$436M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-56- 0.47% |
$1.22K - $5.05K
|
11.7K
$1.5M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-56- 5.49% |
$1.22K - $5.05K
|
964
$123K
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-60- 0.11% |
$1.31K - $5.41K
|
54.2K
$6.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-61- 67.03% |
$1.33K - $5.5K
|
30
$3.84K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-63- 1.4% |
$1.38K - $5.68K
|
4.44K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65- 1.23% |
$1.42K - $5.86K
|
5.21K
$666K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-66- 1.8% |
$1.44K - $5.95K
|
3.6K
$460K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-67- 2.06% |
$1.46K - $6.04K
|
3.18K
$407K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-68- 8.61% |
$1.49K - $6.13K
|
722
$92.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-69- 3.76% |
$1.51K - $6.22K
|
1.76K
$226K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.62% |
$1.53K - $6.31K
|
4.26K
$545K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-72- 2.64% |
$1.57K - $6.49K
|
2.65K
$339K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-74- 0.51% |
$1.62K - $6.67K
|
14.6K
$1.86M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-78- 27.76% |
$1.7K - $7.03K
|
203
$26K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-84- 3.11% |
$1.83K - $7.57K
|
2.61K
$334K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-87- 0.42% |
$1.9K - $7.84K
|
20.6K
$2.63M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-89- 22.7% |
$1.94K - $8.02K
|
303
$38.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-90- 0.5% |
$1.97K - $8.11K
|
18K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-90- 0.19% |
$1.97K - $8.11K
|
47.9K
$6.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-92- 1.41% |
$2.01K - $8.29K
|
6.46K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-92- 1.68% |
$2.01K - $8.29K
|
5.39K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-94- 3.28% |
$2.05K - $8.47K
|
2.77K
$354K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.05% |
$2.07K - $8.56K
|
8.95K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-99- 0.37% |
$2.16K - $8.92K
|
26.5K
$3.39M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.11% |
$2.18K - $9.02K
|
8.9K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 8.33% |
$2.18K - $9.02K
|
1.1K
$141K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100- 1.91% |
$2.18K - $9.02K
|
5.14K
$657K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$2.18K - $9.02K
|
200
$25.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 33.33% |
$2.18K - $9.02K
|
200
$25.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-100- 2.94% |
$2.18K - $9.02K
|
3.3K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-100- 2.03% |
$2.18K - $9.02K
|
4.82K
$616K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-103- 2.4% |
$2.25K - $9.29K
|
4.19K
$536K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-104- 11.38% |
$2.27K - $9.38K
|
810
$104K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-104- 2.92% |
$2.27K - $9.38K
|
3.46K
$442K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-104- 7.6% |
$2.27K - $9.38K
|
1.26K
$162K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-104- 1.25% |
$2.27K - $9.38K
|
8.25K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-105- 0.52% |
$2.29K - $9.47K
|
20.2K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-105- 1.34% |
$2.29K - $9.47K
|
7.73K
$988K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-110- 3.12% |
$2.4K - $9.92K
|
3.41K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-111- 0.71% |
$2.42K - $10K
|
15.5K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-116- 0.2% |
$2.53K - $10.5K
|
56.7K
$7.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117- 6.99% |
$2.56K - $10.5K
|
1.56K
$199K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-120- 0.75% |
$2.62K - $10.8K
|
15.8K
$2.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-124- 5.95% |
$2.71K - $11.2K
|
1.96K
$251K
|