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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
78+ 1.61% |
$6.84K - $8.23K
|
4.92K
$725K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
75+ 0.95% |
$6.57K - $7.91K
|
8K
$1.18M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
73+ 1.08% |
$6.4K - $7.7K
|
6.86K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
71+ 4.43% |
$6.22K - $7.49K
|
1.68K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
70+ 1.15% |
$6.13K - $7.38K
|
6.15K
$905K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
69New |
$6.05K - $7.28K
|
69
$10.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
67+ 2.27% |
$5.87K - $7.07K
|
3.02K
$445K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
64+ 1.58% |
$5.61K - $6.75K
|
4.12K
$607K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 0.25% |
$5.26K - $6.33K
|
24.2K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
59+ 2.27% |
$5.17K - $6.22K
|
2.66K
$392K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
57+ 20.21% |
$5K - $6.01K
|
339
$49.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
57+ 7.31% |
$5K - $6.01K
|
837
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.25K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.25K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
55New |
$4.82K - $5.8K
|
55
$8.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
51+ 0.03% |
$4.47K - $5.38K
|
171K
$25.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.24% |
$4.38K - $5.27K
|
4.07K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
50+ 1.99% |
$4.38K - $5.27K
|
2.56K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50+ 20.0% |
$4.38K - $5.27K
|
300
$44.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50+ 1.99% |
$4.38K - $5.27K
|
2.56K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.64% |
$4.12K - $4.96K
|
7.45K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46+ 1.26% |
$4.03K - $4.85K
|
3.71K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 78.57% |
$3.86K - $4.64K
|
100
$14.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 0.65% |
$3.68K - $4.43K
|
6.47K
$953K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 1.56% |
$3.59K - $4.32K
|
2.67K
$393K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 1.56% |
$3.59K - $4.32K
|
2.67K
$393K
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
40+ 0.26% |
$3.51K - $4.22K
|
15.5K
$2.28M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
37+ 1.4% |
$3.24K - $3.9K
|
2.68K
$394K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.41% |
$3.24K - $3.9K
|
8.97K
$1.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
36+ 2.71% |
$3.16K - $3.8K
|
1.36K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
33+ 1.24% |
$2.89K - $3.48K
|
2.7K
$398K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
33+ 0.4% |
$2.89K - $3.48K
|
8.21K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
32+ 0.07% |
$2.8K - $3.37K
|
48.2K
$7.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
31+ 0.57% |
$2.72K - $3.27K
|
5.51K
$811K
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
31+ 0.67% |
$2.72K - $3.27K
|
4.64K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
30+ 1.18% |
$2.63K - $3.16K
|
2.58K
$379K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
29+ 0.72% |
$2.54K - $3.06K
|
4.08K
$601K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
27+ 0.21% |
$2.37K - $2.85K
|
12.6K
$1.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
26+ 0.11% |
$2.28K - $2.74K
|
23.6K
$3.48M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$2.28K - $2.74K
|
26
$3.83K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
22+ 0.5% |
$1.93K - $2.32K
|
4.44K
$653K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
21+ 26.25% |
$1.84K - $2.21K
|
101
$14.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21+ 0.46% |
$1.84K - $2.21K
|
4.6K
$677K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20+ 0.08% |
$1.75K - $2.11K
|
24.5K
$3.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 0.69% |
$1.58K - $1.9K
|
2.62K
$386K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
18+ 0.46% |
$1.58K - $1.9K
|
3.92K
$577K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.32% |
$1.4K - $1.69K
|
4.98K
$733K
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
15+ 0.67% |
$1.31K - $1.58K
|
2.27K
$334K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
14+ 0.02% |
$1.23K - $1.48K
|
81.7K
$12M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
13+ 0.35% |
$1.14K - $1.37K
|
3.71K
$547K
|