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 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.31K+ 96.89% |
$94K - $388K
|
8.75K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.29K+ 9.35% |
$93.8K - $387K
|
50.2K
$6.37M
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
4.28K+ 684.03% |
$93.5K - $386K
|
4.91K
$623K
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.22K+ 15.28% |
$92.1K - $380K
|
31.8K
$4.04M
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.21KNew |
$91.9K - $379K
|
4.21K
$534K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.17K+ 0.81% |
$91.1K - $376K
|
520K
$65.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.16K+ 8.74% |
$90.9K - $375K
|
51.8K
$6.57M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.15KNew |
$90.7K - $374K
|
4.15K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12KNew |
$89.9K - $371K
|
4.12K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.89KNew |
$84.9K - $351K
|
3.89K
$493K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.86KNew |
$84.2K - $348K
|
3.86K
$489K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.84K+ 2.76% |
$83.9K - $346K
|
143K
$18.1M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.81KNew |
$83.1K - $343K
|
3.81K
$483K
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$83K - $343K
|
3.8K
$482K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.78K+ 48.96% |
$82.5K - $341K
|
11.5K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.71K+ 4.58% |
$81.1K - $335K
|
84.8K
$10.8M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.71KNew |
$81K - $334K
|
3.71K
$471K
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.7K+ 1.14% |
$80.8K - $334K
|
327K
$41.5M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.63K+ 10.64% |
$79.2K - $327K
|
37.7K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.62K+ 89.1% |
$79.1K - $326K
|
7.69K
$975K
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.6KNew |
$78.7K - $325K
|
3.6K
$457K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$78.6K - $325K
|
3.6K
$457K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.59KNew |
$78.5K - $324K
|
3.59K
$456K
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
3.58KNew |
$78.3K - $323K
|
3.58K
$455K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.58K+ 134.13% |
$78.1K - $322K
|
6.24K
$792K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.57K+ 3.51% |
$78K - $322K
|
105K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.57K+ 31.89% |
$78K - $322K
|
14.8K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.51K+ 1.18% |
$76.7K - $317K
|
301K
$38.1M
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.5K+ 31.18% |
$76.4K - $316K
|
14.7K
$1.87M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.48K+ 17.74% |
$76K - $314K
|
23.1K
$2.93M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.43K+ 26.06% |
$75K - $310K
|
16.6K
$2.11M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.42KNew |
$74.8K - $309K
|
3.42K
$434K
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
3.41K+ 4.14% |
$74.4K - $307K
|
85.8K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.4KNew |
$74.3K - $307K
|
3.4K
$432K
|
|
Nov 04, 2022
Q3 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.32KNew |
$72.6K - $300K
|
3.32K
$422K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.28K+ 9.93% |
$71.7K - $296K
|
36.3K
$4.61M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.26K+ 82.59% |
$71.2K - $294K
|
7.21K
$914K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 64.27% |
$71.1K - $294K
|
8.33K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.26K+ 2.35% |
$71.1K - $294K
|
142K
$18M
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
3.24K+ 6.22% |
$70.8K - $292K
|
55.4K
$7.03M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22K+ 12.53% |
$70.2K - $290K
|
28.9K
$3.66M
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.21K+ 8.12% |
$70.1K - $289K
|
42.8K
$5.43M
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.2K+ 6.68% |
$69.9K - $289K
|
51.2K
$6.49M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.18KNew |
$69.5K - $287K
|
3.18K
$404K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.16K+ 8.52% |
$69.1K - $285K
|
40.3K
$5.11M
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.15K+ 18.04% |
$68.8K - $284K
|
20.6K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.15K+ 13.72% |
$68.8K - $284K
|
26.1K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.13K+ 2.15% |
$68.4K - $282K
|
149K
$18.9M
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.09K+ 1.35% |
$67.4K - $278K
|
232K
$29.5M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 16.68% |
$67.4K - $278K
|
21.6K
$2.74M
|