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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.78K- 7.71% |
$60.8K - $251K
|
33.3K
$4.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.83K- 7.25% |
$61.8K - $255K
|
36.2K
$4.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.83K- 8.32% |
$61.9K - $255K
|
31.2K
$4.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.85K- 6.31% |
$62.3K - $257K
|
42.4K
$5.84M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.88K- 3.24% |
$62.9K - $260K
|
86.1K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.89K- 21.28% |
$63.2K - $261K
|
10.7K
$1.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.9K- 3.27% |
$63.3K - $261K
|
85.7K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.92K- 5.45% |
$63.7K - $263K
|
50.6K
$6.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-2.93K- 27.52% |
$64K - $264K
|
7.72K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.99K- 14.82% |
$65.3K - $270K
|
17.2K
$2.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 75.0% |
$65.5K - $270K
|
1K
$138K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.02K- 1.19% |
$66K - $273K
|
250K
$34.5M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.04K- 4.55% |
$66.3K - $274K
|
63.6K
$8.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.05K- 17.38% |
$66.6K - $275K
|
14.5K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.06K- 15.17% |
$66.9K - $276K
|
17.1K
$2.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.08K- 26.63% |
$67.4K - $278K
|
8.5K
$1.17M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.09K- 4.47% |
$67.5K - $279K
|
66K
$9.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.1K- 1.36% |
$67.7K - $279K
|
225K
$30.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.11K- 12.25% |
$67.9K - $280K
|
22.3K
$3.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-3.15K- 71.3% |
$68.8K - $284K
|
1.27K
$175K
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.2K- 71.51% |
$69.9K - $288K
|
1.28K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-3.27K- 39.9% |
$71.4K - $295K
|
4.92K
$678K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.39K- 3.89% |
$74K - $306K
|
83.9K
$11.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.48K- 17.03% |
$76K - $314K
|
17K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3.55K- 22.98% |
$77.6K - $320K
|
11.9K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.63K- 3.66% |
$79.2K - $327K
|
95.4K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.76KClosed |
$82.1K - $339K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.88K- 2.68% |
$84.8K - $350K
|
141K
$19.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.89K- 49.15% |
$84.9K - $350K
|
4.02K
$554K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.92K- 0.65% |
$85.6K - $353K
|
598K
$82.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.99K- 0.36% |
$87.1K - $359K
|
1.1M
$151M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.03KClosed |
$88K - $363K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.26K- 52.34% |
$93.1K - $384K
|
3.88K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-4.33K- 1.1% |
$94.6K - $390K
|
390K
$53.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-4.33K- 10.39% |
$94.6K - $390K
|
37.4K
$5.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.42K- 15.5% |
$96.5K - $398K
|
24.1K
$3.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.47K- 3.86% |
$97.7K - $403K
|
111K
$15.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.5K- 19.13% |
$98.2K - $405K
|
19K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.51K- 5.44% |
$98.5K - $406K
|
78.3K
$10.8M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.51K- 5.44% |
$98.5K - $406K
|
78.3K
$10.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.64K- 4.34% |
$101K - $418K
|
102K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.66K- 15.85% |
$102K - $420K
|
24.7K
$3.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.66K- 63.22% |
$102K - $420K
|
2.71K
$374K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-4.75K- 4.45% |
$104K - $428K
|
102K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-4.9K- 3.46% |
$107K - $442K
|
137K
$18.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.94K- 0.63% |
$108K - $445K
|
774K
$107M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.07K- 6.9% |
$111K - $457K
|
68.4K
$9.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-5.1K- 40.35% |
$111K - $459K
|
7.53K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.27K- 11.6% |
$115K - $475K
|
40.1K
$5.53M
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5.3K- 24.74% |
$116K - $478K
|
16.1K
$2.22M
|