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 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-768- 5.91% |
$16.8K - $69.2K
|
12.2K
$1.56M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-782- 11.93% |
$17.1K - $70.5K
|
5.77K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-783- 18.6% |
$17.1K - $70.6K
|
3.43K
$438K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-795- 0.5% |
$17.4K - $71.7K
|
157K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-832- 8.67% |
$18.2K - $75K
|
8.76K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-833- 5.44% |
$18.2K - $75.1K
|
14.5K
$1.85M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-845Closed |
$18.5K - $76.2K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-846- 0.35% |
$18.5K - $76.3K
|
242K
$31M
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-852- 1.34% |
$18.6K - $76.8K
|
62.9K
$8.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-854- 3.02% |
$18.7K - $77K
|
27.4K
$3.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-855- 0.99% |
$18.7K - $77.1K
|
85.1K
$10.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-864- 22.26% |
$18.9K - $77.9K
|
3.02K
$386K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-873- 1.99% |
$19.1K - $78.7K
|
42.9K
$5.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-874- 16.34% |
$19.1K - $78.8K
|
4.48K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-877- 17.32% |
$19.2K - $79.1K
|
4.19K
$535K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-878- 4.3% |
$19.2K - $79.2K
|
19.6K
$2.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-888- 24.24% |
$19.4K - $80.1K
|
2.78K
$355K
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-890- 8.04% |
$19.4K - $80.2K
|
10.2K
$1.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-902- 15.19% |
$19.7K - $81.3K
|
5.04K
$644K
|
|
|
Oct 24, 2022
Q3 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-910- 0.44% |
$19.9K - $82K
|
207K
$26.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-925- 23.76% |
$20.2K - $83.4K
|
2.97K
$379K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-926- 3.59% |
$20.2K - $83.5K
|
24.9K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-958- 11.15% |
$20.9K - $86.4K
|
7.64K
$976K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-965- 1.45% |
$21.1K - $87K
|
65.4K
$8.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-983- 7.69% |
$21.5K - $88.6K
|
11.8K
$1.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-991- 27.84% |
$21.6K - $89.3K
|
2.57K
$328K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-996- 2.59% |
$21.8K - $89.8K
|
37.5K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-997- 4.79% |
$21.8K - $89.9K
|
19.8K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 15.74% |
$21.9K - $90.4K
|
5.37K
$686K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 61.31% |
$22.1K - $91.4K
|
640
$81.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 0.6% |
$22.3K - $92K
|
168K
$21.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.02K- 26.23% |
$22.3K - $92K
|
2.87K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.04K- 1.03% |
$22.7K - $93.8K
|
99.6K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.04K- 9.81% |
$22.7K - $93.8K
|
9.56K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.07K- 9.74% |
$23.3K - $96.1K
|
9.88K
$1.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.07K- 21.12% |
$23.3K - $96.4K
|
3.99K
$510K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 16.37% |
$23.4K - $96.6K
|
5.47K
$700K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.09K- 3.12% |
$23.9K - $98.6K
|
34K
$4.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.1K- 28.95% |
$24K - $99.1K
|
2.7K
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.1K- 1.51% |
$24K - $99.2K
|
71.6K
$9.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.11K- 9.2% |
$24.1K - $99.6K
|
10.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.11K- 7.11% |
$24.2K - $100K
|
14.5K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.11K- 9.1% |
$24.3K - $100K
|
11.1K
$1.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.14K- 0.52% |
$24.9K - $103K
|
219K
$28M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.15K- 8.97% |
$25K - $103K
|
11.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.17K- 6.92% |
$25.6K - $105K
|
15.7K
$2.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.18K- 2.58% |
$25.9K - $107K
|
44.8K
$5.72M
|
|
|
Aug 02, 2023
Q3 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.19K- 4.9% |
$26K - $107K
|
23.1K
$2.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.22K- 22.58% |
$26.5K - $110K
|
4.17K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.25K- 5.42% |
$27.3K - $113K
|
21.8K
$2.79M
|