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 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.68K+ 12.54% |
$168K - $693K
|
68.9K
$8.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.63KNew |
$167K - $688K
|
7.63K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
7.63K+ 12.43% |
$167K - $688K
|
69K
$8.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.48K+ 5.11% |
$163K - $674K
|
154K
$19.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
7.48K+ 3.6% |
$163K - $674K
|
215K
$27.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
7.36K+ 3.74% |
$161K - $663K
|
204K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
7.11KNew |
$155K - $641K
|
7.11K
$902K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.04KNew |
$154K - $635K
|
7.04K
$893K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6.6K+ 2.57% |
$144K - $595K
|
263K
$33.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
6.42K+ 20.38% |
$140K - $579K
|
37.9K
$4.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.05K+ 7.65% |
$132K - $545K
|
85.2K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.02K+ 1.91% |
$131K - $543K
|
321K
$40.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.96K+ 1.67% |
$130K - $537K
|
363K
$46.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.92K+ 0.51% |
$129K - $534K
|
1.17M
$148M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.9K+ 110.64% |
$129K - $532K
|
11.2K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.89K+ 62.6% |
$129K - $531K
|
15.3K
$1.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.85K+ 16.25% |
$128K - $527K
|
41.8K
$5.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
5.73K+ 56.36% |
$125K - $517K
|
15.9K
$2.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.72K+ 2.16% |
$125K - $516K
|
271K
$34.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.68K+ 1.08% |
$124K - $512K
|
532K
$67.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.65K+ 6.4% |
$123K - $510K
|
93.9K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.64K+ 1.03% |
$123K - $508K
|
554K
$70.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$120K - $497K
|
5.51K
$699K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
5.39K+ 18.39% |
$118K - $485K
|
34.7K
$4.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.37K+ 36.26% |
$117K - $484K
|
20.2K
$2.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5.34K+ 914.9% |
$117K - $482K
|
5.93K
$752K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.34KNew |
$117K - $481K
|
5.34K
$678K
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.24K+ 7.96% |
$115K - $473K
|
71.1K
$9.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.15K+ 12.83% |
$112K - $464K
|
45.3K
$5.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.06K+ 44.37% |
$111K - $456K
|
16.5K
$2.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
5KNew |
$109K - $451K
|
5K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.92K+ 14.97% |
$107K - $444K
|
37.8K
$4.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
4.9K+ 74.38% |
$107K - $442K
|
11.5K
$1.46M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.85K+ 13.19% |
$106K - $437K
|
41.6K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.85K+ 26.08% |
$106K - $437K
|
23.5K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.81K+ 5.68% |
$105K - $433K
|
89.5K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.74K+ 2.43% |
$104K - $428K
|
200K
$25.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.7K+ 17.81% |
$103K - $423K
|
31.1K
$3.94M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.68K+ 39.89% |
$102K - $422K
|
16.4K
$2.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.64K+ 2.51% |
$101K - $418K
|
189K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.64K+ 16.91% |
$101K - $418K
|
32K
$4.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.62KNew |
$101K - $417K
|
4.62K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.55K+ 6.59% |
$99.3K - $410K
|
73.6K
$9.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.51K+ 9.56% |
$98.5K - $407K
|
51.7K
$6.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.5K+ 4.87% |
$98.2K - $405K
|
96.9K
$12.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
4.43K+ 9.91% |
$96.7K - $399K
|
49.1K
$6.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.37K+ 36.21% |
$95.4K - $394K
|
16.4K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.36K+ 8.66% |
$95.2K - $393K
|
54.6K
$6.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.34KNew |
$94.8K - $391K
|
4.34K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.33KNew |
$94.5K - $390K
|
4.33K
$549K
|