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 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41K+ 0.49% |
$3.09M - $3.82M
|
8.43M
$1.16B
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
41K+ 14.43% |
$3.08M - $3.81M
|
325K
$44.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
40.3K+ 5.1% |
$3.03M - $3.75M
|
830K
$114M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
40K+ 89.33% |
$3.01M - $3.72M
|
84.9K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
38.7K+ 191.97% |
$2.91M - $3.6M
|
58.8K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
38.4K+ 154.78% |
$2.89M - $3.57M
|
63.1K
$8.66M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
38.3K+ 89.62% |
$2.89M - $3.57M
|
81.1K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
38K+ 48.48% |
$2.86M - $3.53M
|
116K
$15.9M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
37.6K+ 16.75% |
$2.83M - $3.49M
|
262K
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
37.5KNew |
$2.82M - $3.49M
|
37.5K
$5.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.3KNew |
$2.81M - $3.47M
|
37.3K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
36.6KNew |
$2.76M - $3.41M
|
36.6K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
36.4K+ 13.67% |
$2.74M - $3.38M
|
302K
$41.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
36KNew |
$2.71M - $3.35M
|
36K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
35.9KNew |
$2.7M - $3.34M
|
35.9K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
35.4KNew |
$2.66M - $3.29M
|
35.4K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
35K+ 21.83% |
$2.64M - $3.26M
|
196K
$26.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
35KNew |
$2.64M - $3.26M
|
35K
$4.8M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
34.8K+ 21.14% |
$2.62M - $3.24M
|
199K
$27.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
33.8K+ 9.38% |
$2.55M - $3.15M
|
395K
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
33.6K+ 4.2% |
$2.53M - $3.13M
|
833K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
32.8K+ 84.99% |
$2.47M - $3.05M
|
71.3K
$9.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
32.5K+ 9.35% |
$2.45M - $3.03M
|
380K
$52.2M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
32.5K+ 9.35% |
$2.45M - $3.03M
|
380K
$52.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
31.6K+ 6.25% |
$2.38M - $2.94M
|
538K
$73.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 10.08% |
$2.31M - $2.86M
|
335K
$46M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
30K+ 28.27% |
$2.26M - $2.79M
|
136K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
29.9K+ 49.07% |
$2.25M - $2.78M
|
90.9K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29.9KNew |
$2.25M - $2.78M
|
29.9K
$4.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
29.4K+ 28.19% |
$2.21M - $2.73M
|
134K
$18.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
28.9K+ 12.48% |
$2.18M - $2.69M
|
260K
$35.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
28.6K+ 27.63% |
$2.16M - $2.66M
|
132K
$18.1M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
27.8K+ 364.55% |
$2.09M - $2.58M
|
35.4K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
27K+ 13.77% |
$2.03M - $2.51M
|
223K
$30.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
27KNew |
$2.03M - $2.51M
|
27K
$3.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
26.5K+ 18.31% |
$2M - $2.47M
|
171K
$23.5M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
26.4K+ 1.86% |
$1.99M - $2.46M
|
1.45M
$199M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
25.7K+ 100.34% |
$1.94M - $2.39M
|
51.3K
$7.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
25.5K+ 32.36% |
$1.92M - $2.37M
|
104K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 5.75% |
$1.89M - $2.34M
|
462K
$63.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
24.9K+ 16.97% |
$1.87M - $2.31M
|
172K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
24.8KNew |
$1.87M - $2.31M
|
24.8K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.3K+ 46.99% |
$1.83M - $2.26M
|
76.1K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.71M - $2.11M
|
22.7K
$3.11M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.5K+ 54.08% |
$1.7M - $2.1M
|
64.2K
$8.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 2.79% |
$1.68M - $2.07M
|
821K
$113M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
21.3K+ 12.04% |
$1.61M - $1.99M
|
199K
$27.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21.2KNew |
$1.59M - $1.97M
|
21.2K
$2.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
21.1KNew |
$1.59M - $1.96M
|
21.1K
$2.89M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21K+ 128.22% |
$1.58M - $1.96M
|
37.5K
$5.14M
|