Purchases and Sales Made in Q4 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
20.7K+ 1.86% |
$1.56M - $1.92M
|
1.13M
$161M
|
|
|
Feb 13, 2023
Q4 2022
|
Paralel Advisors LLC
|
BUY
|
- |
20.2KNew |
$1.52M - $1.88M
|
20.2K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20.2K+ 2.67% |
$1.52M - $1.88M
|
778K
$111M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
19.9K+ 101.98% |
$1.5M - $1.86M
|
39.5K
$5.63M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.9K+ 66.43% |
$1.5M - $1.85M
|
49.9K
$7.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 69.38% |
$1.5M - $1.85M
|
48.6K
$6.93M
|
|
|
Mar 13, 2025
Q4 2022
|
General Pension Society Pzu Joint Stock CO
Warsaw, R9 |
BUY
|
- |
19.5K+ 25.04% |
$1.47M - $1.81M
|
97.4K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19K+ 8.4% |
$1.43M - $1.77M
|
246K
$35M
|
|
|
May 16, 2023
Q4 2022
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
19KNew |
$1.43M - $1.77M
|
19K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
18.1K+ 49.27% |
$1.36M - $1.68M
|
54.7K
$7.8M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.8K+ 30.48% |
$1.34M - $1.66M
|
76.2K
$10.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
17.3KNew |
$1.3M - $1.61M
|
17.3K
$2.46M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
16.8K+ 2.78% |
$1.26M - $1.56M
|
620K
$88.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
15.9KNew |
$1.2M - $1.48M
|
15.9K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
15.6KNew |
$1.17M - $1.45M
|
15.6K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
15.4KNew |
$1.16M - $1.43M
|
15.4K
$2.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
15KNew |
$1.13M - $1.4M
|
15K
$2.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 1.11% |
$1.13M - $1.4M
|
1.37M
$195M
|
|
|
Jan 26, 2023
Q4 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
15KNew |
$1.13M - $1.4M
|
15K
$2.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.9K+ 10.24% |
$1.12M - $1.39M
|
161K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.9K+ 4.4% |
$1.12M - $1.38M
|
353K
$50.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.7K+ 23.86% |
$1.11M - $1.37M
|
76.3K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
14.7K+ 17.16% |
$1.11M - $1.37M
|
100K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
14.5KNew |
$1.1M - $1.35M
|
14.5K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
14.3KNew |
$1.08M - $1.33M
|
14.3K
$2.04M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 9.23% |
$1.07M - $1.32M
|
168K
$23.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$1.04M - $1.29M
|
13.9K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 11.22% |
$1.03M - $1.28M
|
136K
$19.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 19.87% |
$1.03M - $1.27M
|
82.6K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.5K+ 81.37% |
$1.02M - $1.26M
|
30.1K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13.2K+ 76.96% |
$992K - $1.23M
|
30.3K
$4.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
13K+ 495.0% |
$977K - $1.21M
|
15.6K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
12.8KNew |
$962K - $1.19M
|
12.8K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.7K+ 3.31% |
$958K - $1.18M
|
397K
$56.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
12.4KNew |
$937K - $1.16M
|
12.4K
$1.77M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
12.2K+ 7.3% |
$915K - $1.13M
|
179K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12KNew |
$905K - $1.12M
|
12K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
11.8K+ 13.87% |
$889K - $1.1M
|
97K
$13.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
11.5K+ 11.24% |
$864K - $1.07M
|
114K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
11.4K+ 11.6% |
$862K - $1.06M
|
110K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
11.3K+ 12.29% |
$851K - $1.05M
|
103K
$14.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
11.3K+ 11.67% |
$847K - $1.05M
|
108K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
11.2K+ 11.98% |
$847K - $1.05M
|
105K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
11.2K+ 91.4% |
$846K - $1.05M
|
23.5K
$3.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
10.8K+ 13.8% |
$812K - $1M
|
88.9K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.1K+ 38.18% |
$763K - $942K
|
36.7K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10K+ 0.78% |
$754K - $932K
|
1.29M
$183M
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
9.93KNew |
$748K - $924K
|
9.93K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
9.91KNew |
$746K - $922K
|
9.91K
$1.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9.77K+ 47.4% |
$736K - $909K
|
30.4K
$4.33M
|