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 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-125- 1.03% |
$2.73K - $11.3K
|
12.1K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-130- 4.15% |
$2.84K - $11.7K
|
3K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-133- 2.67% |
$2.9K - $12K
|
4.85K
$620K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-138- 77.53% |
$3.01K - $12.4K
|
40
$5.11K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 0.58% |
$3.08K - $12.7K
|
24.2K
$3.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-145- 14.01% |
$3.17K - $13.1K
|
890
$114K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-147- 2.77% |
$3.21K - $13.3K
|
5.15K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-148- 1.86% |
$3.23K - $13.3K
|
7.82K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-149- 1.5% |
$3.25K - $13.4K
|
9.81K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 3.86% |
$3.28K - $13.5K
|
3.74K
$478K
|
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 0.18% |
$3.28K - $13.5K
|
81.7K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-151- 3.29% |
$3.3K - $13.6K
|
4.43K
$567K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 1.66% |
$3.3K - $13.6K
|
8.94K
$1.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-152- 4.34% |
$3.32K - $13.7K
|
3.35K
$428K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-153- 0.65% |
$3.34K - $13.8K
|
23.5K
$3.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-160- 0.61% |
$3.49K - $14.4K
|
26.1K
$3.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-161- 3.29% |
$3.52K - $14.5K
|
4.73K
$605K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-168- 4.05% |
$3.67K - $15.1K
|
3.98K
$508K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-168- 2.85% |
$3.67K - $15.1K
|
5.74K
$733K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-168- 1.11% |
$3.67K - $15.1K
|
14.9K
$1.91M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-168- 2.85% |
$3.67K - $15.1K
|
5.74K
$733K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-175- 2.14% |
$3.82K - $15.8K
|
8.02K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-177- 0.65% |
$3.87K - $16K
|
26.9K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-181- 0.58% |
$3.95K - $16.3K
|
30.9K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-183- 24.63% |
$4K - $16.5K
|
560
$71.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-192- 0.06% |
$4.19K - $17.3K
|
335K
$42.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-193- 0.33% |
$4.22K - $17.4K
|
57.9K
$7.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-197- 15.19% |
$4.3K - $17.8K
|
1.1K
$141K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-198- 92.09% |
$4.32K - $17.8K
|
17
$2.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-198- 0.97% |
$4.32K - $17.8K
|
20.1K
$2.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 52.91% |
$4.37K - $18K
|
178
$22.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-200- 0.66% |
$4.37K - $18K
|
30.2K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-203- 1.07% |
$4.43K - $18.3K
|
18.7K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-215- 6.41% |
$4.7K - $19.4K
|
3.14K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-217- 0.24% |
$4.74K - $19.6K
|
90.3K
$11.5M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-222- 7.62% |
$4.85K - $20K
|
2.69K
$344K
|
|
|
Nov 04, 2022
Q3 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-224- 0.21% |
$4.89K - $20.2K
|
107K
$13.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-225- 7.54% |
$4.91K - $20.3K
|
2.76K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-225- 7.04% |
$4.91K - $20.3K
|
2.97K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-228- 0.36% |
$4.98K - $20.6K
|
63.7K
$8.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-231- 68.14% |
$5.05K - $20.8K
|
108
$13.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-235- 14.17% |
$5.13K - $21.2K
|
1.42K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-244- 7.4% |
$5.33K - $22K
|
3.05K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-244- 7.4% |
$5.33K - $22K
|
3.05K
$390K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 1.87% |
$5.35K - $22.1K
|
12.8K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-246- 6.0% |
$5.37K - $22.2K
|
3.85K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-246- 8.77% |
$5.37K - $22.2K
|
2.56K
$327K
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-254- 3.55% |
$5.55K - $22.9K
|
6.91K
$883K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-258- 3.62% |
$5.63K - $23.3K
|
6.87K
$878K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-260- 2.84% |
$5.68K - $23.4K
|
8.91K
$1.14M
|