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 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
9.7KNew |
$730K - $902K
|
9.7K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.59K+ 204.26% |
$722K - $893K
|
14.3K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
9.52K+ 12.48% |
$717K - $886K
|
85.8K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.44K+ 79.75% |
$711K - $879K
|
21.3K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.35KNew |
$704K - $870K
|
9.35K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.26K+ 61.74% |
$698K - $862K
|
24.3K
$3.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
9.2K+ 4.28% |
$692K - $856K
|
224K
$30.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.99KNew |
$677K - $836K
|
8.99K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
8.99KNew |
$677K - $836K
|
8.99K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.98K+ 55.21% |
$676K - $836K
|
25.3K
$3.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
8.52K+ 32757.69% |
$641K - $792K
|
8.54K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.4K+ 2.29% |
$632K - $781K
|
376K
$51.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
8.33KNew |
$627K - $775K
|
8.33K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8.24K+ 12.44% |
$621K - $767K
|
74.5K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.17KNew |
$616K - $761K
|
8.17K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.15K+ 59.84% |
$613K - $758K
|
21.8K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
7.7K+ 17.03% |
$580K - $716K
|
52.9K
$7.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
7.7KNew |
$580K - $716K
|
7.7K
$1.06M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.59KNew |
$571K - $706K
|
7.59K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.5K+ 1.87% |
$565K - $698K
|
409K
$56.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.5KNew |
$565K - $698K
|
7.5K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.47K+ 1.13% |
$563K - $695K
|
669K
$91.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.36K+ 21.74% |
$554K - $685K
|
41.2K
$5.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.14KNew |
$538K - $665K
|
7.14K
$980K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.1K+ 0.07% |
$535K - $660K
|
9.65M
$1.32B
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.07K+ 38.68% |
$533K - $658K
|
25.4K
$3.48M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.05K+ 6412.73% |
$531K - $656K
|
7.16K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.04K+ 22.66% |
$530K - $655K
|
38.1K
$5.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
7.04K+ 98.6% |
$530K - $655K
|
14.2K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6.93KNew |
$522K - $645K
|
6.93K
$950K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.88K+ 47.44% |
$518K - $640K
|
21.4K
$2.93M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.88K+ 2.05% |
$518K - $640K
|
343K
$47M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
6.86K+ 16.93% |
$517K - $638K
|
47.4K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.76K+ 16.58% |
$509K - $629K
|
47.5K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.72KNew |
$506K - $625K
|
6.72K
$921K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.71KNew |
$505K - $624K
|
6.71K
$920K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.67KNew |
$502K - $621K
|
6.67K
$915K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.57K+ 55.33% |
$495K - $611K
|
18.4K
$2.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.33K+ 6.0% |
$476K - $589K
|
112K
$15.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
6.28K+ 52.05% |
$473K - $584K
|
18.3K
$2.52M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.24KNew |
$469K - $580K
|
6.24K
$855K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.21KNew |
$468K - $578K
|
6.21K
$852K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.19K+ 3.08% |
$466K - $576K
|
207K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.19KNew |
$466K - $576K
|
6.19K
$849K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.1KNew |
$459K - $568K
|
6.1K
$837K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.08K+ 7.13% |
$458K - $566K
|
91.4K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
6.06KNew |
$456K - $564K
|
6.06K
$831K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.95KNew |
$448K - $554K
|
5.95K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.9K+ 10.81% |
$445K - $549K
|
60.5K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
5.89K+ 5.68% |
$443K - $548K
|
110K
$15M
|