Purchases and Sales Made in Q3 2021 in Morgan Stanley (MS)

MS Quotes by TradingView

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
Nov 12, 2021 Q3 2021
Aft, Forsyth & Sober, LLC

BUY
 -
200
+ 1.38%
$17.5K - $21.1K
14.7K $2.17M
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

BUY
 -
196
+ 0.71%
$17.2K - $20.7K
27.9K $4.1M
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

BUY
 -
186
+ 1.69%
$16.3K - $19.6K
11.2K $1.65M
Nov 10, 2021 Q3 2021
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
182
+ 1.92%
$16K - $19.2K
9.64K $1.42M
Nov 16, 2021 Q3 2021
Adirondack Trust CO

BUY
 -
177
+ 4.38%
$15.5K - $18.7K
4.22K $621K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
176
New
$15.4K - $18.6K
176 $25.9K
Oct 25, 2021 Q3 2021
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
174
+ 3.67%
$15.2K - $18.3K
4.91K $723K
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

BUY
 -
172
+ 11.78%
$15.1K - $18.1K
1.63K $240K
Nov 15, 2021 Q3 2021
J.P. Marvel Investment Advisors, LLC

BUY
 -
171
+ 0.08%
$15K - $18K
211K $31.1M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
164
+ 5.12%
$14.4K - $17.3K
3.37K $496K
Nov 12, 2021 Q3 2021
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
160
+ 0.02%
$14K - $16.9K
994K $146M
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

BUY
 -
158
+ 5.9%
$13.8K - $16.7K
2.83K $417K
Oct 05, 2021 Q3 2021
Fulton Bank, N.A.

BUY
 -
157
+ 1.2%
$13.8K - $16.6K
13.2K $1.95M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

BUY
 -
155
+ 3.51%
$13.6K - $16.3K
4.57K $673K
May 26, 2023 Q3 2021
Ashburton (Jersey) LTD

St Helier, Y9
BUY
 -
155
+ 1.14%
$13.6K - $16.3K
13.7K $2.02M
Nov 09, 2023 Q3 2021
Brewin Dolphin LTD

London, X0
BUY
 -
154
+ 0.76%
$13.5K - $16.2K
20.5K $3.03M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
153
+ 2.38%
$13.4K - $16.1K
6.58K $969K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
150
+ 1.24%
$13.1K - $15.8K
12.2K $1.8M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
150
+ 5.53%
$13.1K - $15.8K
2.86K $422K
Nov 12, 2021 Q3 2021
Fieldpoint Private Securities, LLC

BUY
 -
149
+ 7.56%
$13.1K - $15.7K
2.12K $312K
Oct 21, 2021 Q3 2021
Aaron Wealth Advisors LLC

BUY
 -
143
+ 5.88%
$12.5K - $15.1K
2.58K $379K
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
141
+ 8.35%
$12.4K - $14.9K
1.83K $270K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
135
+ 4.44%
$11.8K - $14.2K
3.18K $468K
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
133
+ 0.29%
$11.7K - $14K
45.9K $6.76M
Oct 13, 2021 Q3 2021
N.E.W. Advisory Services LLC

BUY
 -
132
+ 5.55%
$11.6K - $13.9K
2.51K $370K
Oct 19, 2021 Q3 2021
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
132
+ 1.21%
$11.6K - $13.9K
11.1K $1.63M
Oct 15, 2021 Q3 2021
Cedar Mountain Advisors, LLC

BUY
 -
130
+ 17.22%
$11.4K - $13.7K
885 $130K
Oct 12, 2021 Q3 2021
Iowa State Bank

BUY
 -
129
+ 0.21%
$11.3K - $13.6K
61.9K $9.12M
Oct 28, 2021 Q3 2021
Grandfield & Dodd, LLC

BUY
 -
125
+ 3.3%
$11K - $13.2K
3.91K $576K
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
121
+ 1.54%
$10.6K - $12.8K
7.95K $1.17M
Oct 19, 2021 Q3 2021
Atwood & Palmer Inc

BUY
 -
120
+ 171.43%
$10.5K - $12.7K
190 $28K
Nov 15, 2021 Q3 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
114
+ 0.9%
$9.99K - $12K
12.8K $1.88M
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

BUY
 -
111
+ 12.71%
$9.73K - $11.7K
984 $145K
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
109
+ 2.37%
$9.55K - $11.5K
4.71K $694K
Oct 27, 2021 Q3 2021
Ogorek Anthony Joseph

BUY
 -
109
+ 26.33%
$9.55K - $11.5K
523 $77K
Oct 12, 2021 Q3 2021
Founders Capital Management

BUY
 -
106
+ 11.11%
$9.29K - $11.2K
1.06K $156K
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
105
New
$9.2K - $11.1K
105 $15.5K
Nov 01, 2021 Q3 2021
Avion Wealth

The Woodlands, TX
BUY
 -
100
+ 3333.33%
$8.76K - $10.5K
103 $15.2K
Nov 02, 2021 Q3 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
100
+ 2.62%
$8.76K - $10.5K
3.92K $578K
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

BUY
 -
99
+ 0.36%
$8.68K - $10.4K
27.9K $4.12M
Oct 26, 2021 Q3 2021
Country Trust Bank

BUY
 -
98
New
$8.59K - $10.3K
98 $14.4K
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
BUY
 -
98
+ 2.75%
$8.59K - $10.3K
3.66K $539K
Sep 12, 2022 Q3 2021
Sunflower Bank, N.A.

Denver, CO
BUY
 -
95
+ 2.21%
$8.33K - $10K
4.39K $646K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
93
New
$8.15K - $9.81K
93 $13.7K
Nov 10, 2021 Q3 2021
Bank Pictet & Cie (Asia) LTD

BUY
 -
92
+ 0.57%
$8.06K - $9.7K
16.3K $2.41M
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

BUY
 -
90
New
$7.89K - $9.49K
90 $13.3K
Oct 13, 2021 Q3 2021
Edge Wealth Management LLC

BUY
 -
85
+ 5.31%
$7.45K - $8.96K
1.69K $248K
Oct 28, 2021 Q3 2021
Am Investment Strategies LLC

BUY
 -
84
+ 0.58%
$7.36K - $8.86K
14.6K $2.16M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
79
+ 92.94%
$6.92K - $8.33K
164 $24.2K

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