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 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
14K+ 39.18% |
$306K - $1.26M
|
49.7K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
13.9K+ 15.58% |
$303K - $1.25M
|
103K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
13.8K+ 77.77% |
$302K - $1.25M
|
31.6K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 3.76% |
$291K - $1.2M
|
367K
$49.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
13.2K+ 25.84% |
$287K - $1.19M
|
64.1K
$8.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12.7K+ 591.4% |
$278K - $1.15M
|
14.9K
$2.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 348.82% |
$275K - $1.13M
|
16.2K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 0.99% |
$274K - $1.13M
|
1.28M
$174M
|
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
12.3KNew |
$269K - $1.11M
|
12.3K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.2K+ 6.98% |
$267K - $1.1M
|
187K
$25.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Viking Fund Management LLC
|
BUY
|
- |
12K+ 25.0% |
$262K - $1.08M
|
60K
$8.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
12K+ 8.06% |
$261K - $1.08M
|
161K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.9K+ 3.19% |
$259K - $1.07M
|
384K
$52.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.9K+ 47.83% |
$259K - $1.07M
|
36.7K
$4.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 42.91% |
$253K - $1.04M
|
38.6K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.5K+ 39.97% |
$251K - $1.04M
|
40.3K
$5.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
11.3KNew |
$247K - $1.02M
|
11.3K
$1.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2K+ 0.87% |
$245K - $1.01M
|
1.29M
$176M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11.2K+ 24.53% |
$245K - $1.01M
|
56.8K
$7.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 14.72% |
$239K - $987K
|
85.3K
$11.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
10.9K+ 0.58% |
$238K - $982K
|
1.9M
$258M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$235K - $970K
|
10.8K
$1.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
10.4K+ 14.9% |
$227K - $937K
|
80.2K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 12.48% |
$222K - $918K
|
91.8K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.1K+ 1.3% |
$220K - $909K
|
783K
$107M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
9.94K+ 4.48% |
$217K - $896K
|
232K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.79K+ 1.09% |
$214K - $883K
|
909K
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.64K+ 3.64% |
$211K - $869K
|
275K
$37.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.63K+ 6.22% |
$210K - $868K
|
165K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.58K+ 32.24% |
$209K - $864K
|
39.3K
$5.35M
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9.51KNew |
$208K - $857K
|
9.51K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$207K - $856K
|
9.5K
$1.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42K+ 141.39% |
$206K - $849K
|
16.1K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
9.36K+ 2.15% |
$204K - $844K
|
444K
$60.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
9.29KNew |
$203K - $837K
|
9.29K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9.28KNew |
$203K - $837K
|
9.28K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.25K+ 10.13% |
$202K - $834K
|
101K
$13.7M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
9.1K+ 15.66% |
$199K - $820K
|
67.2K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.97K+ 96.27% |
$196K - $808K
|
18.3K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
8.7K+ 10.47% |
$190K - $784K
|
91.8K
$12.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
8.63K+ 32.13% |
$188K - $778K
|
35.5K
$4.83M
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.6K+ 3.78% |
$188K - $775K
|
236K
$32.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.52K+ 15.44% |
$186K - $768K
|
63.7K
$8.66M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.35K+ 5.35% |
$182K - $753K
|
165K
$22.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.31K+ 3.61% |
$181K - $749K
|
239K
$32.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
8.3K+ 4.83% |
$181K - $748K
|
180K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.26K+ 1.93% |
$180K - $745K
|
437K
$59.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.1KNew |
$177K - $731K
|
8.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.91KNew |
$173K - $713K
|
7.91K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.77KNew |
$170K - $700K
|
7.77K
$1.06M
|