Purchases and Sales Made in Q4 2021 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 2021. 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 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
150+ 2.17% |
$14.2K - $15.7K
|
7.05K
$842K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
139+ 8.77% |
$13.2K - $14.5K
|
1.72K
$206K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
138+ 4.76% |
$13.1K - $14.4K
|
3.04K
$363K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
132+ 0.3% |
$12.5K - $13.8K
|
43.8K
$5.23M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
131+ 4.66% |
$12.4K - $13.7K
|
2.95K
$352K
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
130+ 11.78% |
$12.3K - $13.6K
|
1.23K
$147K
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
128+ 1.03% |
$12.1K - $13.4K
|
12.6K
$1.5M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
126New |
$11.9K - $13.2K
|
126
$15K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
126+ 6.33% |
$11.9K - $13.2K
|
2.12K
$253K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
125New |
$11.9K - $13.1K
|
125
$14.9K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
124+ 4.31% |
$11.8K - $13K
|
3K
$358K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
118+ 2.87% |
$11.2K - $12.3K
|
4.23K
$505K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
115+ 0.7% |
$10.9K - $12K
|
16.4K
$1.96M
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
114+ 0.4% |
$10.8K - $11.9K
|
29K
$3.46M
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
113New |
$10.7K - $11.8K
|
113
$13.5K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
113+ 6.65% |
$10.7K - $11.8K
|
1.81K
$217K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
104+ 2.03% |
$9.86K - $10.9K
|
5.23K
$625K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 37.32% |
$9.77K - $10.8K
|
379
$45.3K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102+ 1.18% |
$9.67K - $10.7K
|
8.71K
$1.04M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
102+ 2.29% |
$9.67K - $10.7K
|
4.56K
$545K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
102New |
$9.67K - $10.7K
|
102
$12.2K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101+ 61.59% |
$9.58K - $10.6K
|
265
$31.7K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$9.48K - $10.5K
|
100
$11.9K
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
100+ 1.69% |
$9.48K - $10.5K
|
6K
$717K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$9.48K - $10.5K
|
100
$11.9K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
100New |
$9.48K - $10.5K
|
100
$11.9K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
100New |
$9.48K - $10.5K
|
100
$11.9K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$9.48K - $10.5K
|
100
$11.9K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
97+ 0.25% |
$9.2K - $10.2K
|
39.1K
$4.66M
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
95+ 2.51% |
$9.01K - $9.94K
|
3.89K
$464K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
93+ 2.19% |
$8.82K - $9.73K
|
4.33K
$517K
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
93+ 0.77% |
$8.82K - $9.73K
|
12.2K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
91+ 1.03% |
$8.63K - $9.52K
|
8.92K
$1.06M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 1.39% |
$8.53K - $9.42K
|
6.57K
$784K
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
89+ 0.61% |
$8.44K - $9.31K
|
14.7K
$1.76M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
89+ 1.14% |
$8.44K - $9.31K
|
7.91K
$945K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
89+ 2.13% |
$8.44K - $9.31K
|
4.27K
$510K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
81+ 8.35% |
$7.68K - $8.48K
|
1.05K
$126K
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
78+ 1.47% |
$7.4K - $8.16K
|
5.39K
$644K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
76+ 1.84% |
$7.21K - $7.95K
|
4.2K
$501K
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
76+ 0.06% |
$7.21K - $7.95K
|
122K
$14.5M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
76+ 2.85% |
$7.21K - $7.95K
|
2.75K
$328K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
76+ 2.85% |
$7.21K - $7.95K
|
2.75K
$328K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
73New |
$6.92K - $7.64K
|
73
$8.72K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.81% |
$6.92K - $7.64K
|
9.04K
$1.08M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
72New |
$6.83K - $7.54K
|
72
$8.6K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
71+ 11.11% |
$6.73K - $7.43K
|
710
$84.8K
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
70+ 3.18% |
$6.64K - $7.33K
|
2.27K
$271K
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
70+ 1.42% |
$6.64K - $7.33K
|
4.99K
$596K
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
65+ 1.54% |
$6.16K - $6.8K
|
4.28K
$511K
|