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 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-490- 15.86% |
$10.7K - $44.2K
|
2.6K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-490- 15.26% |
$10.7K - $44.2K
|
2.72K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-499- 5.52% |
$10.9K - $45K
|
8.54K
$1.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 0.27% |
$10.9K - $45.1K
|
184K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-500- 14.1% |
$10.9K - $45.1K
|
3.05K
$390K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-502- 8.14% |
$11K - $45.3K
|
5.66K
$724K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-517- 0.41% |
$11.3K - $46.6K
|
125K
$15.9M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-521Closed |
$11.4K - $47K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-523- 0.39% |
$11.4K - $47.1K
|
134K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-525- 3.19% |
$11.5K - $47.3K
|
16K
$2.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-532- 0.63% |
$11.6K - $48K
|
83.6K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-536- 0.08% |
$11.7K - $48.3K
|
699K
$89.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-537- 5.5% |
$11.7K - $48.4K
|
9.23K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-539- 17.23% |
$11.8K - $48.6K
|
2.59K
$331K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-544- 18.92% |
$11.9K - $49K
|
2.33K
$298K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-545- 1.32% |
$11.9K - $49.1K
|
40.8K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-550- 73.33% |
$12K - $49.6K
|
200
$25.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-557- 15.37% |
$12.2K - $50.2K
|
3.07K
$392K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-568- 2.61% |
$12.4K - $51.2K
|
21.2K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-569- 1.64% |
$12.4K - $51.3K
|
34.1K
$4.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-575- 3.07% |
$12.6K - $51.8K
|
18.2K
$2.33M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-583- 15.97% |
$12.7K - $52.6K
|
3.07K
$392K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-585- 11.17% |
$12.8K - $52.7K
|
4.65K
$595K
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-585- 1.51% |
$12.8K - $52.7K
|
38.2K
$4.88M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-588- 3.52% |
$12.8K - $53K
|
16.1K
$2.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-591- 1.24% |
$12.9K - $53.3K
|
47.2K
$6.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-597- 4.16% |
$13K - $53.8K
|
13.7K
$1.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-609- 1.8% |
$13.3K - $54.9K
|
33.2K
$4.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-610- 1.96% |
$13.3K - $55K
|
30.5K
$3.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-619- 3.22% |
$13.5K - $55.8K
|
18.6K
$2.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-624- 22.65% |
$13.6K - $56.3K
|
2.13K
$272K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-630- 12.29% |
$13.8K - $56.8K
|
4.5K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-630- 15.15% |
$13.8K - $56.8K
|
3.53K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-630- 0.08% |
$13.8K - $56.8K
|
821K
$105M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-647- 28.34% |
$14.1K - $58.3K
|
1.64K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-650- 12.75% |
$14.2K - $58.6K
|
4.45K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-653- 3.68% |
$14.3K - $58.9K
|
17.1K
$2.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-654- 5.59% |
$14.3K - $59K
|
11K
$1.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-662- 2.87% |
$14.5K - $59.7K
|
22.4K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-675- 6.95% |
$14.7K - $60.9K
|
9.04K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-682- 15.24% |
$14.9K - $61.5K
|
3.79K
$485K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-683- 6.88% |
$14.9K - $61.6K
|
9.25K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-694- 9.14% |
$15.2K - $62.6K
|
6.9K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-694- 9.24% |
$15.2K - $62.6K
|
6.82K
$871K
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-734- 2.7% |
$16K - $66.2K
|
26.4K
$3.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-741- 18.0% |
$16.2K - $66.8K
|
3.38K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-750- 16.72% |
$16.4K - $67.6K
|
3.74K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-750- 22.34% |
$16.4K - $67.6K
|
2.61K
$333K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-755- 6.95% |
$16.5K - $68.1K
|
10.1K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-762- 5.34% |
$16.6K - $68.7K
|
13.5K
$1.73M
|