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 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
13+ 0.12% |
$1.14K - $1.37K
|
11.3K
$1.66M
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
11+ 0.15% |
$964 - $1.16K
|
7.41K
$1.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$876 - $1.05K
|
6.62K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10+ 0.07% |
$876 - $1.05K
|
14.5K
$2.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.68% |
$789 - $949
|
1.33K
$195K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 75.0% |
$789 - $949
|
21
$3.09K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.4% |
$789 - $949
|
2.23K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.27% |
$789 - $949
|
3.31K
$488K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
7+ 0.53% |
$613 - $738
|
1.32K
$195K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 2.24% |
$613 - $738
|
319
$47K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.65% |
$613 - $738
|
1.09K
$161K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.13% |
$526 - $633
|
4.75K
$700K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.67% |
$438 - $527
|
756
$111K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.76% |
$438 - $527
|
662
$97.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.19% |
$438 - $527
|
2.68K
$394K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
4+ 0.07% |
$351 - $422
|
5.63K
$829K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.16% |
$351 - $422
|
2.51K
$370K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 0.11% |
$351 - $422
|
3.5K
$516K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$351 - $422
|
6.5K
$957K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4+ 0.07% |
$351 - $422
|
5.65K
$832K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.14% |
$263 - $316
|
2.07K
$305K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.07% |
$263 - $316
|
4.07K
$599K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$175 - $211
|
2
$295
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.44% |
$175 - $211
|
454
$66.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.53% |
$87.6 - $105
|
188
$27.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$87.6 - $105
|
1.94K
$285K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$87.6 - $105
|
680
$100K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1New |
$87.6 - $105
|
1
$147
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.14% |
$87.6 - $105
|
702
$103K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$87.6 - $105
|
4.11K
$605K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$87.6 - $105
|
3.7K
$545K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$87.6 - $105
|
5.49K
$808K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.04% |
$87.6 - $105
|
2.73K
$401K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1+ 0.02% |
$87.6 - $105
|
5.78K
$851K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.08% |
$87.6 - $105
|
1.21K
$177K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 1.3% |
$87.6 - $105
|
76
$11.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.1% |
$351 - $422
|
4.13K
$608K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4- 0.07% |
$351 - $422
|
5.94K
$875K
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-5- 0.17% |
$438 - $527
|
2.93K
$432K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-6- 0.04% |
$526 - $633
|
13.8K
$2.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 4.69% |
$526 - $633
|
122
$18K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.22% |
$613 - $738
|
3.25K
$478K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-7- 0.86% |
$613 - $738
|
807
$119K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-7- 0.19% |
$613 - $738
|
3.59K
$528K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.08% |
$876 - $1.05K
|
11.8K
$1.74M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-11- 0.16% |
$964 - $1.16K
|
6.72K
$990K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13- 1.38% |
$1.14K - $1.37K
|
928
$137K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-13- 0.53% |
$1.14K - $1.37K
|
2.42K
$356K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-15- 0.46% |
$1.31K - $1.58K
|
3.26K
$480K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15- 0.19% |
$1.31K - $1.58K
|
7.79K
$1.15M
|