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
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.25K- 5.85% |
$27.4K - $113K
|
20.2K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 8.89% |
$27.5K - $113K
|
12.9K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 18.12% |
$27.7K - $114K
|
5.74K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.3KClosed |
$28.3K - $117K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-1.31K- 2.95% |
$28.7K - $118K
|
43.2K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.32K- 30.29% |
$28.7K - $119K
|
3.03K
$387K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.33K- 6.33% |
$29K - $120K
|
19.6K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.36K- 6.17% |
$29.6K - $122K
|
20.6K
$2.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.36K- 12.31% |
$29.7K - $123K
|
9.7K
$1.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 26.79% |
$30.3K - $125K
|
3.79K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.4K- 4.88% |
$30.5K - $126K
|
27.2K
$3.48M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.42K- 2.01% |
$30.9K - $128K
|
69.1K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.48K- 25.7% |
$32.2K - $133K
|
4.26K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.49K- 11.45% |
$32.5K - $134K
|
11.5K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.49K- 10.61% |
$32.6K - $135K
|
12.6K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.53K- 21.69% |
$33.3K - $138K
|
5.51K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 20.29% |
$33.4K - $138K
|
6.01K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.54K- 24.32% |
$33.6K - $139K
|
4.79K
$613K
|
|
|
Jun 14, 2024
Q3 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.55K- 14.33% |
$33.8K - $139K
|
9.24K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 8.83% |
$33.8K - $140K
|
16K
$2.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.55K- 11.5% |
$33.9K - $140K
|
12K
$1.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-1.58K- 10.39% |
$34.5K - $142K
|
13.6K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.6KClosed |
$34.9K - $144K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 1.41% |
$35.2K - $145K
|
113K
$14.4M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.62K- 3.34% |
$35.4K - $146K
|
47K
$6.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.69K- 81.85% |
$36.9K - $152K
|
375
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 27.77% |
$37.1K - $153K
|
4.42K
$565K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.74K- 0.26% |
$37.9K - $157K
|
661K
$84.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.75K- 20.98% |
$38.1K - $157K
|
6.57K
$840K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.75K- 2.23% |
$38.2K - $157K
|
76.6K
$9.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.81K- 22.33% |
$39.4K - $163K
|
6.28K
$803K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.85K- 0.86% |
$40.4K - $167K
|
214K
$27.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.95K- 9.38% |
$42.6K - $176K
|
18.8K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.96K- 5.1% |
$42.7K - $176K
|
36.4K
$4.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.97K- 16.37% |
$43K - $178K
|
10.1K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.04K- 1.39% |
$44.6K - $184K
|
145K
$18.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.06K- 7.09% |
$44.9K - $185K
|
26.9K
$3.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.11K- 2.69% |
$46K - $190K
|
76.3K
$9.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-2.16K- 4.4% |
$47.3K - $195K
|
47K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.17K- 3.81% |
$47.5K - $196K
|
54.9K
$7.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.26K- 23.52% |
$49.4K - $204K
|
7.35K
$940K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.26K- 23.52% |
$49.4K - $204K
|
7.35K
$940K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.32K- 4.74% |
$50.6K - $209K
|
46.6K
$5.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-2.37K- 1.68% |
$51.8K - $214K
|
138K
$17.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 2.89% |
$53K - $219K
|
81.7K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 7.09% |
$53.9K - $222K
|
32.4K
$4.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.55K- 6.19% |
$55.6K - $230K
|
38.6K
$4.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.62K- 4.55% |
$57.3K - $236K
|
54.9K
$7.03M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-2.64K- 2.96% |
$57.7K - $238K
|
86.6K
$11.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.72K- 10.76% |
$59.5K - $245K
|
22.6K
$2.89M
|