Purchases and Sales Made in Q3 2021 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
763+ 4.18% |
$66.9K - $80.5K
|
19K
$2.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
751+ 5.59% |
$65.8K - $79.2K
|
14.2K
$2.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
750+ 30.0% |
$65.7K - $79.1K
|
3.25K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
726+ 14.36% |
$63.6K - $76.6K
|
5.78K
$852K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
715+ 15.67% |
$62.7K - $75.4K
|
5.28K
$778K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
711+ 1.05% |
$62.3K - $75K
|
68.3K
$10.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
693New |
$60.7K - $73.1K
|
693
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
673+ 45.38% |
$59K - $71K
|
2.16K
$318K
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
669+ 1.75% |
$58.6K - $70.5K
|
39K
$5.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
659New |
$57.8K - $69.5K
|
659
$97.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
655+ 17.21% |
$57.4K - $69.1K
|
4.46K
$657K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
654+ 9.23% |
$57.3K - $69K
|
7.74K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
639New |
$56K - $67.4K
|
639
$94.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
638+ 1.82% |
$55.9K - $67.3K
|
35.7K
$5.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
634+ 0.6% |
$55.6K - $66.9K
|
106K
$15.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
631+ 2.36% |
$55.3K - $66.5K
|
27.4K
$4.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
631New |
$55.3K - $66.5K
|
631
$92.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
618+ 17.07% |
$54.2K - $65.2K
|
4.24K
$624K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
613New |
$53.7K - $64.6K
|
613
$90.3K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
592+ 2.38% |
$51.9K - $62.4K
|
25.5K
$3.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
563+ 24.32% |
$49.3K - $59.4K
|
2.88K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
547+ 0.87% |
$47.9K - $57.7K
|
63.4K
$9.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
540+ 0.48% |
$47.3K - $56.9K
|
113K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
538+ 0.38% |
$47.2K - $56.7K
|
141K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
524+ 19.86% |
$45.9K - $55.3K
|
3.16K
$466K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
518+ 12.48% |
$45.4K - $54.6K
|
4.67K
$688K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
505+ 11.57% |
$44.3K - $53.3K
|
4.87K
$717K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
504+ 55.32% |
$44.2K - $53.1K
|
1.42K
$208K
|
|
|
Oct 28, 2021
Q3 2021
|
Independent Investors Inc
|
BUY
|
- |
500+ 6.09% |
$43.8K - $52.7K
|
8.72K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
500+ 15.29% |
$43.8K - $52.7K
|
3.77K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
483+ 4.35% |
$42.3K - $50.9K
|
11.6K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
470New |
$41.2K - $49.6K
|
470
$69.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
469+ 11.66% |
$41.1K - $49.5K
|
4.49K
$661K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
460+ 0.53% |
$40.3K - $48.5K
|
87.2K
$12.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
453+ 7.21% |
$39.7K - $47.8K
|
6.73K
$992K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
453+ 12.61% |
$39.7K - $47.8K
|
4.05K
$596K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
446+ 0.52% |
$39.1K - $47K
|
86.5K
$12.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
440+ 1.58% |
$38.6K - $46.4K
|
28.3K
$4.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
436+ 8.37% |
$38.2K - $46K
|
5.65K
$832K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
436+ 0.36% |
$38.2K - $46K
|
123K
$18.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
431+ 18.5% |
$37.8K - $45.4K
|
2.76K
$407K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
422+ 0.22% |
$37K - $44.5K
|
191K
$28.1M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
420+ 14.74% |
$36.8K - $44.3K
|
3.27K
$481K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
419+ 3.42% |
$36.7K - $44.2K
|
12.7K
$1.87M
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
400+ 6.62% |
$35.1K - $42.2K
|
6.45K
$949K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$35.1K - $42.2K
|
400
$58.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
395+ 6.58% |
$34.6K - $41.7K
|
6.4K
$943K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
391+ 1.97% |
$34.3K - $41.2K
|
20.3K
$2.99M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
386New |
$33.8K - $40.7K
|
386
$56.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
382+ 2.76% |
$33.5K - $40.3K
|
14.2K
$2.1M
|