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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.32K- 5.44% |
$116K - $480K
|
92.6K
$12.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.33K- 2.42% |
$116K - $481K
|
215K
$29.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-5.59K- 1.09% |
$122K - $504K
|
510K
$70.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-5.72K- 13.66% |
$125K - $516K
|
36.2K
$4.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.78K- 11.28% |
$126K - $521K
|
45.5K
$6.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.8K- 6.13% |
$127K - $523K
|
88.8K
$12.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-6K- 51.86% |
$131K - $541K
|
5.57K
$768K
|
|
|
Nov 10, 2022
Q3 2022
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-6K- 10.8% |
$131K - $541K
|
49.6K
$6.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.06K- 37.78% |
$132K - $546K
|
9.97K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.09K- 3.75% |
$133K - $549K
|
156K
$21.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.25K- 2.39% |
$137K - $563K
|
255K
$35.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.4K- 59.31% |
$140K - $577K
|
4.39K
$605K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.42K- 42.45% |
$140K - $578K
|
8.7K
$1.2M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.54K- 27.51% |
$143K - $589K
|
17.2K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.58K- 5.11% |
$144K - $593K
|
122K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.64K- 71.4% |
$145K - $599K
|
2.66K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 59.8% |
$145K - $599K
|
4.46K
$615K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.72K- 16.55% |
$147K - $606K
|
33.9K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.77K- 0.91% |
$148K - $610K
|
736K
$101M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.77K- 0.91% |
$148K - $610K
|
736K
$101M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.77K- 6.43% |
$148K - $610K
|
98.5K
$13.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.87K- 38.72% |
$150K - $619K
|
10.9K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.92K- 1.95% |
$151K - $624K
|
348K
$47.9M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.92K- 1.95% |
$151K - $624K
|
348K
$47.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-6.96K- 53.17% |
$152K - $627K
|
6.13K
$844K
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-7.1K- 9.03% |
$155K - $640K
|
71.5K
$9.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.2K- 3.05% |
$157K - $649K
|
229K
$31.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.26K- 8.02% |
$159K - $655K
|
83.3K
$11.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.27K- 22.1% |
$159K - $655K
|
25.6K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-7.47K- 28.62% |
$163K - $674K
|
18.6K
$2.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.51K- 0.55% |
$164K - $677K
|
1.35M
$186M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-7.73K- 8.73% |
$169K - $696K
|
80.8K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.88K- 3.87% |
$172K - $711K
|
196K
$27M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.08K- 7.31% |
$176K - $728K
|
102K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-8.08K- 3.12% |
$177K - $729K
|
251K
$34.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-8.22K- 15.95% |
$179K - $741K
|
43.3K
$5.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.26K- 2.4% |
$180K - $744K
|
335K
$46.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.36K- 13.27% |
$183K - $754K
|
54.6K
$7.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.47K- 6.16% |
$185K - $764K
|
129K
$17.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.09K- 8.61% |
$199K - $819K
|
96.5K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-9.23K- 6.25% |
$202K - $832K
|
138K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9.3K- 71.0% |
$203K - $838K
|
3.8K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.57K- 3.73% |
$209K - $863K
|
247K
$34M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.6K- 4.36% |
$210K - $865K
|
210K
$29M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-9.66K- 8.81% |
$211K - $871K
|
100K
$13.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-9.69K- 1.69% |
$212K - $874K
|
564K
$77.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-9.89K- 2.7% |
$216K - $892K
|
357K
$49.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.2K- 1.72% |
$223K - $919K
|
582K
$80.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-10.2K- 18.41% |
$223K - $920K
|
45.2K
$6.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.2K- 4.6% |
$223K - $922K
|
212K
$29.2M
|