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 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.06K+ 1.54% |
$66.8K - $276K
|
201K
$25.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.02K+ 8.6% |
$66K - $273K
|
38.2K
$4.84M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3K+ 25.0% |
$65.5K - $270K
|
15K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.97KNew |
$64.8K - $267K
|
2.97K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.95K+ 16.8% |
$64.3K - $265K
|
20.5K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.94KNew |
$64.1K - $265K
|
2.94K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.89K+ 8.68% |
$63.1K - $260K
|
36.2K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.88KNew |
$62.9K - $259K
|
2.88K
$365K
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
2.86K+ 4.15% |
$62.4K - $257K
|
71.7K
$9.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
2.85K+ 30.86% |
$62.1K - $256K
|
12.1K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.84KNew |
$62K - $256K
|
2.84K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 0.19% |
$62K - $256K
|
1.51M
$192M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
2.81KNew |
$61.5K - $254K
|
2.81K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.81K+ 11.91% |
$61.3K - $253K
|
26.4K
$3.35M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
2.79KNew |
$60.8K - $251K
|
2.79K
$353K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 92.68% |
$60.8K - $251K
|
5.79K
$735K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.78KNew |
$60.6K - $250K
|
2.78K
$352K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.76KNew |
$60.3K - $249K
|
2.76K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.76K+ 77.31% |
$60.3K - $249K
|
6.33K
$803K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 30.16% |
$59.9K - $247K
|
11.8K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 10.75% |
$58.5K - $241K
|
27.6K
$3.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 15647.06% |
$58.1K - $240K
|
2.68K
$340K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.65KNew |
$57.9K - $239K
|
2.65K
$336K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.65K+ 6.26% |
$57.9K - $239K
|
45K
$5.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.62KNew |
$57.3K - $236K
|
2.62K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.9K - $235K
|
2.61K
$331K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.59KNew |
$56.5K - $233K
|
2.59K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.57KNew |
$56.1K - $232K
|
2.57K
$326K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2.55KNew |
$55.6K - $229K
|
2.55K
$323K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.54KNew |
$55.5K - $229K
|
2.54K
$322K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
2.54K+ 0.89% |
$55.4K - $229K
|
289K
$36.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 5.43% |
$55.1K - $228K
|
49K
$6.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.5K+ 23.81% |
$54.6K - $225K
|
13K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.45K+ 6.67% |
$53.5K - $221K
|
39.2K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.39K+ 55.08% |
$52.2K - $215K
|
6.73K
$854K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.37K+ 12.14% |
$51.7K - $214K
|
21.9K
$2.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.34K+ 6.39% |
$51.1K - $211K
|
39K
$4.94M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.33KNew |
$50.9K - $210K
|
2.33K
$296K
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
2.32K+ 3.32% |
$50.7K - $209K
|
72.2K
$9.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 18.24% |
$50.6K - $209K
|
15K
$1.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.3KNew |
$50.2K - $207K
|
2.3K
$292K
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.26K+ 35.82% |
$49.4K - $204K
|
8.58K
$1.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
2.21K+ 75.5% |
$48.3K - $199K
|
5.14K
$652K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.15K+ 1.81% |
$47K - $194K
|
121K
$15.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.15KNew |
$46.9K - $194K
|
2.15K
$272K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 18.17% |
$46.7K - $193K
|
13.9K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.13K+ 0.79% |
$46.6K - $192K
|
271K
$34.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.11K+ 125.85% |
$46K - $190K
|
3.78K
$480K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.1K+ 26.41% |
$45.9K - $190K
|
10.1K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.07K+ 33.29% |
$45.3K - $187K
|
8.3K
$1.05M
|