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 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.3K- 3.0% |
$224K - $926K
|
332K
$41.2M
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10.9K- 1.39% |
$238K - $982K
|
771K
$95.8M
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-10.9K- 14.85% |
$239K - $985K
|
62.6K
$7.78M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-11.7K- 16.2% |
$256K - $1.06M
|
60.6K
$7.53M
|
|
Nov 14, 2022
Q3 2022
|
Hosking Partners LLP
|
SELL
|
- |
-11.8K- 5.84% |
$258K - $1.06M
|
190K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-11.9K- 21.22% |
$259K - $1.07M
|
44.1K
$5.48M
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-12.3K- 8.2% |
$268K - $1.11M
|
138K
$17.1M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 20.2% |
$269K - $1.11M
|
48.6K
$6.05M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.8K- 51.81% |
$279K - $1.15M
|
11.9K
$1.48M
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12.8K- 30.88% |
$280K - $1.16M
|
28.7K
$3.57M
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-12.9K- 72.66% |
$282K - $1.16M
|
4.85K
$603K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.1K- 9.55% |
$287K - $1.18M
|
124K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.2K- 14.77% |
$289K - $1.19M
|
76.4K
$9.5M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.4K- 39.98% |
$292K - $1.2M
|
20.1K
$2.49M
|
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-13.4K- 79.89% |
$292K - $1.21M
|
3.37K
$419K
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-13.8K- 2.65% |
$301K - $1.24M
|
506K
$62.9M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-14.3K- 2.56% |
$312K - $1.29M
|
543K
$67.5M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14.5K- 22.61% |
$317K - $1.31M
|
49.7K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 37.14% |
$322K - $1.33M
|
25K
$3.1M
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-15.1K- 4.0% |
$330K - $1.36M
|
362K
$45M
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.2K- 78.07% |
$331K - $1.37M
|
4.26K
$530K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.3K- 48.15% |
$335K - $1.38M
|
16.5K
$2.05M
|
|
Nov 04, 2022
Q3 2022
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-15.4K- 1.98% |
$337K - $1.39M
|
764K
$94.9M
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.5K- 13.43% |
$338K - $1.39M
|
99.7K
$12.4M
|
|
Oct 13, 2022
Q3 2022
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-15.5K- 5.98% |
$339K - $1.4M
|
244K
$30.3M
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-15.8K- 25.81% |
$345K - $1.42M
|
45.4K
$5.64M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.1K- 1.93% |
$351K - $1.45M
|
816K
$101M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-16.3K- 17.24% |
$356K - $1.47M
|
78.2K
$9.71M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.9K- 7.79% |
$370K - $1.53M
|
200K
$24.9M
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-17.6K- 14.36% |
$385K - $1.59M
|
105K
$13.1M
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.1K- 1.62% |
$418K - $1.73M
|
1.16M
$144M
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-19.5K- 1.71% |
$427K - $1.76M
|
1.12M
$140M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.7K- 8.41% |
$452K - $1.87M
|
225K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-20.7K- 5.54% |
$453K - $1.87M
|
354K
$44M
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-20.7K- 5.54% |
$453K - $1.87M
|
354K
$44M
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-20.7K- 5.54% |
$453K - $1.87M
|
354K
$44M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-21.8K- 9.79% |
$476K - $1.96M
|
201K
$25M
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-21.8K- 55.2% |
$477K - $1.97M
|
17.7K
$2.2M
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-21.9K- 63.34% |
$477K - $1.97M
|
12.7K
$1.57M
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-22K- 4.59% |
$481K - $1.98M
|
458K
$56.9M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.5K- 45.47% |
$492K - $2.03M
|
27K
$3.36M
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-22.8K- 25.59% |
$497K - $2.05M
|
66.2K
$8.23M
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-23.3K- 21.4% |
$509K - $2.1M
|
85.6K
$10.6M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 54.58% |
$515K - $2.13M
|
19.6K
$2.44M
|
|
Nov 10, 2022
Q3 2022
|
Granger Management LLC
|
SELL
|
- |
-24.1K- 84.68% |
$527K - $2.17M
|
4.37K
$543K
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-25.3K- 16.31% |
$553K - $2.28M
|
130K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-25.4K- 5.49% |
$555K - $2.29M
|
438K
$54.4M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-25.7K- 47.14% |
$561K - $2.32M
|
28.8K
$3.58M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.9K- 60.85% |
$566K - $2.33M
|
16.7K
$2.07M
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-25.9K- 7.82% |
$567K - $2.34M
|
306K
$38M
|