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 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
5.89K+ 5.68% |
$443K - $548K
|
110K
$15.6M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.89KNew |
$443K - $548K
|
5.89K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.74K+ 2.47% |
$432K - $534K
|
238K
$33.9M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.73KNew |
$431K - $533K
|
5.73K
$816K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.52K+ 54.15% |
$415K - $513K
|
15.7K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
5.5KNew |
$414K - $512K
|
5.5K
$784K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.47K+ 91.77% |
$412K - $509K
|
11.4K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.35KNew |
$403K - $497K
|
5.35K
$762K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.33K+ 4.04% |
$401K - $496K
|
137K
$19.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.32K+ 70.66% |
$401K - $495K
|
12.9K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.31K+ 136.71% |
$400K - $494K
|
9.19K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
5.3K+ 0.65% |
$399K - $493K
|
816K
$116M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 8.72% |
$399K - $493K
|
66K
$9.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.28K+ 142.18% |
$397K - $491K
|
8.99K
$1.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.05K+ 103.4% |
$380K - $470K
|
9.93K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.02KNew |
$378K - $467K
|
5.02K
$715K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
5K+ 3.85% |
$377K - $465K
|
135K
$19.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 8.33% |
$377K - $465K
|
65K
$9.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 1812.36% |
$375K - $464K
|
5.26K
$749K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.9KNew |
$369K - $456K
|
4.9K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.87K+ 53.9% |
$366K - $453K
|
13.9K
$1.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.86K+ 5.01% |
$366K - $452K
|
102K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
4.83K+ 4.75% |
$364K - $450K
|
107K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.82KNew |
$363K - $448K
|
4.82K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.8KNew |
$361K - $447K
|
4.8K
$684K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.79KNew |
$360K - $445K
|
4.79K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.76K+ 59.86% |
$358K - $443K
|
12.7K
$1.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
4.61K+ 139.61% |
$347K - $429K
|
7.91K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.6K+ 1.41% |
$346K - $428K
|
332K
$47.3M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
4.6KNew |
$346K - $428K
|
4.6K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.56KNew |
$344K - $425K
|
4.56K
$650K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.54KNew |
$342K - $423K
|
4.54K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.53K+ 1.05% |
$341K - $421K
|
437K
$62.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.5KNew |
$339K - $419K
|
4.5K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.5KNew |
$339K - $418K
|
4.5K
$641K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.48K+ 9.13% |
$337K - $417K
|
53.6K
$7.63M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.46KNew |
$336K - $415K
|
4.46K
$635K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.43K+ 50.57% |
$333K - $412K
|
13.2K
$1.88M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.41K+ 11.38% |
$332K - $410K
|
43.2K
$6.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.38K+ 12.1% |
$330K - $407K
|
40.6K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.37KNew |
$329K - $406K
|
4.37K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.31KNew |
$324K - $401K
|
4.31K
$614K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
4.3K+ 43.25% |
$324K - $400K
|
14.2K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.27K+ 47.65% |
$322K - $397K
|
13.2K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.24K+ 1.17% |
$319K - $394K
|
368K
$52.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
4.23KNew |
$319K - $394K
|
4.23K
$603K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.16K+ 3.45% |
$313K - $387K
|
125K
$17.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.16KNew |
$313K - $387K
|
4.16K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.14K+ 1.73% |
$312K - $385K
|
243K
$34.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.12K+ 99.28% |
$310K - $384K
|
8.28K
$1.18M
|