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 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-262- 4.26% |
$5.72K - $23.6K
|
5.89K
$753K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-269- 6.71% |
$5.87K - $24.3K
|
3.74K
$478K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-271- 1.79% |
$5.92K - $24.4K
|
14.9K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-284- 2.1% |
$6.2K - $25.6K
|
13.3K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-292- 3.1% |
$6.38K - $26.3K
|
9.12K
$1.17M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-300- 2.93% |
$6.55K - $27K
|
9.94K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-300- 6.71% |
$6.55K - $27K
|
4.17K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-300- 7.89% |
$6.55K - $27K
|
3.5K
$448K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$6.55K - $27K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-301- 1.18% |
$6.57K - $27.1K
|
25.2K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-308- 3.73% |
$6.73K - $27.8K
|
7.95K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-317- 0.76% |
$6.92K - $28.6K
|
41.7K
$5.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-321- 1.66% |
$7.01K - $28.9K
|
19K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-323- 5.28% |
$7.05K - $29.1K
|
5.8K
$742K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 2.14% |
$7.1K - $29.3K
|
14.8K
$1.9M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-327- 2.54% |
$7.14K - $29.5K
|
12.6K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-336- 3.39% |
$7.34K - $30.3K
|
9.57K
$1.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-339- 1.41% |
$7.4K - $30.6K
|
23.7K
$3.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-341- 4.94% |
$7.45K - $30.7K
|
6.56K
$839K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-343- 1.12% |
$7.49K - $30.9K
|
30.3K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-343- 2.06% |
$7.49K - $30.9K
|
16.3K
$2.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-345- 8.71% |
$7.53K - $31.1K
|
3.62K
$463K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-349- 11.08% |
$7.62K - $31.5K
|
2.8K
$358K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-349- 4.02% |
$7.62K - $31.5K
|
8.34K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-352- 5.69% |
$7.69K - $31.7K
|
5.84K
$746K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-356- 9.39% |
$7.78K - $32.1K
|
3.43K
$439K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-365- 3.97% |
$7.97K - $32.9K
|
8.84K
$1.13M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-371- 0.98% |
$8.1K - $33.4K
|
37.6K
$4.81M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-371- 3.25% |
$8.1K - $33.4K
|
11K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-375- 14.2% |
$8.19K - $33.8K
|
2.27K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-375- 0.26% |
$8.19K - $33.8K
|
145K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-375- 7.52% |
$8.19K - $33.8K
|
4.61K
$589K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-381- 1.68% |
$8.32K - $34.3K
|
22.4K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-387- 6.4% |
$8.45K - $34.9K
|
5.66K
$724K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-391- 8.69% |
$8.54K - $35.2K
|
4.11K
$526K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-392- 0.86% |
$8.56K - $35.3K
|
45.1K
$5.77M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-393- 6.09% |
$8.58K - $35.4K
|
6.07K
$775K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-397- 4.72% |
$8.67K - $35.8K
|
8.02K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-400- 1.0% |
$8.74K - $36.1K
|
39.6K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-416- 22.4% |
$9.09K - $37.5K
|
1.44K
$184K
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-420- 3.22% |
$9.17K - $37.9K
|
12.6K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-422- 99.53% |
$9.22K - $38K
|
2
$256
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-424- 8.36% |
$9.26K - $38.2K
|
4.65K
$594K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-430- 7.31% |
$9.39K - $38.8K
|
5.45K
$697K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-437- 80.78% |
$9.54K - $39.4K
|
104
$13.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-444- 2.03% |
$9.7K - $40K
|
21.5K
$2.75M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-450- 8.45% |
$9.83K - $40.6K
|
4.87K
$623K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-452- 12.96% |
$9.87K - $40.7K
|
3.04K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-462- 0.63% |
$10.1K - $41.6K
|
72.4K
$9.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-486- 3.57% |
$10.6K - $43.8K
|
13.1K
$1.68M
|