Purchases and Sales Made in Q3 2022 in Morgan Stanley (MS)

MS Quotes by TradingView

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 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
1.27K
+ 21.74%
$27.7K - $114K
7.11K $902K
Nov 03, 2022 Q3 2022
Coastline Trust CO

BUY
 -
1.26K
+ 4.01%
$27.6K - $114K
32.8K $4.16M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.26K
New
$27.5K - $114K
1.26K $160K
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
1.25K
+ 5.86%
$27.2K - $112K
22.5K $2.85M
Nov 04, 2022 Q3 2022
Berkeley Capital Partners, LLC

BUY
 -
1.21K
+ 11.99%
$26.4K - $109K
11.3K $1.44M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.19K
+ 32.3%
$26K - $107K
4.88K $619K
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
1.19K
+ 29.68%
$25.9K - $107K
5.18K $657K
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
1.15K
+ 23.25%
$25K - $103K
6.07K $771K
Oct 28, 2022 Q3 2022
Addison Advisors LLC

BUY
 -
1.13K
+ 38.6%
$24.6K - $102K
4.05K $513K
Oct 26, 2022 Q3 2022
Bard Financial Services, Inc.

BUY
 -
1.13K
+ 9.89%
$24.6K - $101K
12.5K $1.59M
Nov 07, 2022 Q3 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
1.06K
+ 6.12%
$23.2K - $95.7K
18.4K $2.34M
Feb 01, 2023 Q3 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
1.06K
+ 6.12%
$23.2K - $95.7K
18.4K $2.34M
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
1.06K
+ 14.6%
$23.2K - $95.6K
8.32K $1.06M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.01K
+ 8.63%
$22.1K - $91.1K
12.7K $1.61M
Oct 12, 2022 Q3 2022
City Holding CO

BUY
 -
1.01K
+ 3.33%
$22.1K - $91.1K
31.3K $3.97M
Nov 09, 2022 Q3 2022
Pekin Hardy Strauss, Inc.

BUY
 -
1K
+ 9.49%
$21.8K - $90.2K
11.5K $1.46M
Nov 14, 2022 Q3 2022
Robotti Robert

New York, NY
BUY
 -
1K
+ 12.17%
$21.8K - $90.2K
9.22K $1.17M
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
989
+ 27.68%
$21.6K - $89.2K
4.56K $579K
Nov 14, 2022 Q3 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
979
+ 6.61%
$21.4K - $88.3K
15.8K $2M
Nov 14, 2022 Q3 2022
Waldron Private Wealth LLC

BUY
 -
974
+ 11.78%
$21.3K - $87.8K
9.25K $1.17M
Nov 16, 2022 Q3 2022
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
960
+ 0.92%
$21K - $86.5K
105K $13.3M
Nov 09, 2022 Q3 2022
Kovitz Investment Group Partners, LLC

BUY
 -
951
+ 4.84%
$20.8K - $85.7K
20.6K $2.61M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
941
+ 2.06%
$20.6K - $84.8K
46.7K $5.93M
Oct 27, 2022 Q3 2022
Albion Financial Group

BUY
 -
937
+ 1.74%
$20.5K - $84.5K
54.9K $6.96M
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
937
+ 7.09%
$20.5K - $84.5K
14.2K $1.8M
Oct 17, 2022 Q3 2022
Community Trust & Investment CO

BUY
 -
934
+ 2.9%
$20.4K - $84.2K
33.2K $4.21M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
919
+ 3.96%
$20.1K - $82.8K
24.1K $3.06M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
913
+ 3.56%
$19.9K - $82.3K
26.5K $3.37M
Oct 17, 2022 Q3 2022
Elk River Wealth Management, LLC

BUY
 -
912
+ 1.67%
$19.9K - $82.2K
55.4K $7.03M
Oct 24, 2022 Q3 2022
Great Diamond Partners, LLC

BUY
 -
912
+ 3.52%
$19.9K - $82.2K
26.8K $3.4M
Nov 14, 2022 Q3 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
908
+ 11.32%
$19.8K - $81.9K
8.93K $1.13M
Nov 14, 2022 Q3 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
896
+ 5.83%
$19.6K - $80.8K
16.3K $2.06M
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
885
+ 7.97%
$19.3K - $79.8K
12K $1.52M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
872
+ 8.37%
$19K - $78.6K
11.3K $1.43M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
866
+ 15.99%
$18.9K - $78.1K
6.28K $797K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
864
+ 11.56%
$18.9K - $77.9K
8.34K $1.06M
Oct 19, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
856
+ 3.32%
$18.7K - $77.2K
26.6K $3.38M
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
850
+ 2.13%
$18.6K - $76.6K
40.8K $5.17M
Oct 27, 2022 Q3 2022
Chartwell Investment Partners, LLC

BUY
 -
847
+ 0.36%
$18.5K - $76.4K
235K $29.8M
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
834
+ 1.14%
$18.2K - $75.2K
73.7K $9.36M
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
820
+ 26.95%
$17.9K - $73.9K
3.86K $490K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
817
+ 0.64%
$17.8K - $73.7K
129K $16.4M
Nov 14, 2022 Q3 2022
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
807
+ 3.74%
$17.6K - $72.8K
22.4K $2.84M
Nov 09, 2022 Q3 2022
Intrust Bank Na

Wichita, KS
BUY
 -
788
+ 4.74%
$17.2K - $71K
17.4K $2.21M
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
787
+ 3.93%
$17.2K - $70.9K
20.8K $2.64M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
783
+ 7.34%
$17.1K - $70.6K
11.4K $1.45M
Nov 10, 2022 Q3 2022
Rock Creek Group, LP

BUY
 -
781
New
$17.1K - $70.4K
781 $99.1K
Nov 14, 2022 Q3 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
766
+ 0.93%
$16.7K - $69.1K
83.1K $10.5M
Nov 09, 2022 Q3 2022
Prudent Man Advisors, LLC

BUY
 -
765
+ 3.76%
$16.7K - $69K
21.1K $2.68M

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