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 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
380+ 13.66% |
$33.3K - $40.1K
|
3.16K
$466K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
370+ 11.94% |
$32.4K - $39K
|
3.47K
$511K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
362+ 9.12% |
$31.7K - $38.2K
|
4.33K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
356+ 30.74% |
$31.2K - $37.5K
|
1.51K
$223K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
355+ 7.25% |
$31.1K - $37.4K
|
5.25K
$773K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
351+ 0.27% |
$30.8K - $37K
|
128K
$18.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
342+ 2.23% |
$30K - $36.1K
|
15.7K
$2.31M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
339+ 2.43% |
$29.7K - $35.7K
|
14.3K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
330+ 4.14% |
$28.9K - $34.8K
|
8.3K
$1.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
324+ 1.63% |
$28.4K - $34.2K
|
20.2K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
317+ 11.28% |
$27.8K - $33.4K
|
3.13K
$461K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
312+ 100.0% |
$27.3K - $32.9K
|
624
$91.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
300+ 6.77% |
$26.3K - $31.6K
|
4.73K
$697K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
300+ 7.63% |
$26.3K - $31.6K
|
4.23K
$623K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
298+ 6.12% |
$26.1K - $31.4K
|
5.17K
$761K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
298+ 2.1% |
$26.1K - $31.4K
|
14.5K
$2.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
288+ 3.65% |
$25.2K - $30.4K
|
8.18K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
288+ 0.88% |
$25.2K - $30.4K
|
33.1K
$4.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
283+ 3.85% |
$24.8K - $29.8K
|
7.64K
$1.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
283+ 8.29% |
$24.8K - $29.8K
|
3.7K
$544K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
275+ 8.69% |
$24.1K - $29K
|
3.44K
$506K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
275+ 1.18% |
$24.1K - $29K
|
23.7K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
274+ 2.35% |
$24K - $28.9K
|
11.9K
$1.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
267+ 6.55% |
$23.4K - $28.2K
|
4.35K
$640K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
261+ 5.36% |
$22.9K - $27.5K
|
5.13K
$755K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
260+ 18.84% |
$22.8K - $27.4K
|
1.64K
$242K
|
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
BUY
|
- |
260+ 0.5% |
$22.8K - $27.4K
|
52.1K
$7.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
259+ 6.4% |
$22.7K - $27.3K
|
4.31K
$634K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
256+ 10.09% |
$22.4K - $27K
|
2.79K
$411K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
256+ 131.28% |
$22.4K - $27K
|
451
$66.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
255+ 11.59% |
$22.3K - $26.9K
|
2.46K
$362K
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
255+ 1.8% |
$22.3K - $26.9K
|
14.5K
$2.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$21.9K - $26.4K
|
250
$36.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
246+ 1.78% |
$21.6K - $25.9K
|
14.1K
$2.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
246+ 108.37% |
$21.6K - $25.9K
|
473
$69.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
241+ 1.54% |
$21.1K - $25.4K
|
15.8K
$2.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
241+ 4.38% |
$21.1K - $25.4K
|
5.75K
$847K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
241+ 4.38% |
$21.1K - $25.4K
|
5.75K
$847K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
236+ 3.13% |
$20.7K - $24.9K
|
7.77K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
234+ 5.68% |
$20.5K - $24.7K
|
4.36K
$642K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
225+ 7.56% |
$19.7K - $23.7K
|
3.2K
$472K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
223+ 0.73% |
$19.5K - $23.5K
|
30.6K
$4.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
220+ 4.74% |
$19.3K - $23.2K
|
4.86K
$716K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
218+ 9.5% |
$19.1K - $23K
|
2.51K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
215+ 2.44% |
$18.8K - $22.7K
|
9.03K
$1.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
214+ 2.07% |
$18.8K - $22.6K
|
10.6K
$1.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
210+ 5.43% |
$18.4K - $22.1K
|
4.08K
$601K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 0.47% |
$18.1K - $21.7K
|
44.3K
$6.52M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
200+ 9.11% |
$17.5K - $21.1K
|
2.4K
$353K
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
200+ 6.45% |
$17.5K - $21.1K
|
3.3K
$486K
|