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
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 14.69% |
$173K - $214K
|
17.9K
$2.56M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.27K+ 42.58% |
$171K - $212K
|
7.62K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.25K+ 11.15% |
$170K - $210K
|
22.5K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.2KNew |
$166K - $205K
|
2.2K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.19K+ 8.37% |
$165K - $203K
|
28.3K
$4.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
2.17K+ 11.82% |
$163K - $202K
|
20.5K
$2.93M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.16K+ 5.48% |
$162K - $201K
|
41.5K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.13K+ 0.28% |
$161K - $199K
|
757K
$108M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
2.12K+ 3.32% |
$160K - $197K
|
65.9K
$9.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.11K+ 11.49% |
$159K - $196K
|
20.5K
$2.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.11KNew |
$159K - $196K
|
2.11K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
2K+ 2.45% |
$151K - $186K
|
83.7K
$11.9M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2K+ 9.77% |
$150K - $186K
|
22.4K
$3.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
2K+ 0.78% |
$150K - $186K
|
259K
$36.9M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.98K+ 0.94% |
$149K - $184K
|
214K
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 50.86% |
$148K - $183K
|
5.84K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.97K+ 19.12% |
$148K - $183K
|
12.2K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.96K+ 3.88% |
$148K - $183K
|
52.5K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.95K+ 12.78% |
$147K - $182K
|
17.2K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.94K+ 1.51% |
$146K - $181K
|
131K
$18.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.94KNew |
$146K - $180K
|
1.94K
$276K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.91K+ 0.95% |
$143K - $177K
|
202K
$28.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.87K+ 13.58% |
$141K - $174K
|
15.6K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.86K+ 18.51% |
$140K - $173K
|
11.9K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.86K+ 0.79% |
$140K - $173K
|
238K
$33.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.83K+ 3.55% |
$138K - $171K
|
53.5K
$7.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.83K+ 9.08% |
$138K - $171K
|
22K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.83K+ 40.09% |
$138K - $170K
|
6.38K
$910K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.83K+ 2.83% |
$137K - $170K
|
66.3K
$9.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.82K+ 70.41% |
$137K - $169K
|
4.41K
$628K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.82K+ 39.04% |
$137K - $169K
|
6.48K
$923K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.75K+ 39.2% |
$132K - $163K
|
6.21K
$885K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.73K+ 4.77% |
$130K - $161K
|
38.1K
$5.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.73K+ 0.39% |
$130K - $161K
|
446K
$63.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.7K+ 21.43% |
$128K - $158K
|
9.65K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.66K+ 59.73% |
$125K - $155K
|
4.45K
$634K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.65K+ 8.46% |
$124K - $154K
|
21.2K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 12.72% |
$123K - $152K
|
14.5K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.64K+ 8.26% |
$123K - $152K
|
21.5K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.64K+ 4.31% |
$123K - $152K
|
39.6K
$5.64M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 1.86% |
$121K - $149K
|
87.7K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.6K+ 0.74% |
$120K - $148K
|
216K
$30.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.58K+ 0.47% |
$119K - $147K
|
336K
$47.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.57KNew |
$119K - $146K
|
1.57K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.53KNew |
$115K - $142K
|
1.53K
$218K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$113K - $140K
|
1.5K
$214K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.5K+ 17.08% |
$113K - $139K
|
10.2K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1.49K+ 1.65% |
$112K - $139K
|
91.8K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 4.86% |
$111K - $137K
|
31.7K
$4.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.47K+ 6.55% |
$110K - $136K
|
23.9K
$3.4M
|