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 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-17- 0.15% |
$1.49K - $1.79K
|
11K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-17- 0.14% |
$1.49K - $1.79K
|
11.8K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17- 0.53% |
$1.49K - $1.79K
|
3.17K
$466K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-18- 3.41% |
$1.58K - $1.9K
|
510
$75.1K
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
SELL
|
- |
-19- 0.03% |
$1.67K - $2K
|
59.8K
$8.8M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-19- 0.46% |
$1.67K - $2K
|
4.11K
$605K
|
|
|
Oct 06, 2021
Q3 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-20- 0.2% |
$1.75K - $2.11K
|
10.1K
$1.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-20- 1.65% |
$1.75K - $2.11K
|
1.19K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20- 0.22% |
$1.75K - $2.11K
|
8.92K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21- 0.17% |
$1.84K - $2.21K
|
12.1K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-22- 0.57% |
$1.93K - $2.32K
|
3.83K
$564K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-22- 0.18% |
$1.93K - $2.32K
|
12.5K
$1.85M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23- 65.71% |
$2.02K - $2.43K
|
12
$1.77K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-26- 2.5% |
$2.28K - $2.74K
|
1.02K
$149K
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-27- 0.01% |
$2.37K - $2.85K
|
321K
$47.2M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 0.46% |
$2.63K - $3.16K
|
6.48K
$954K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-30- -0.0% |
$2.63K - $3.16K
|
831K
$122M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-34- 0.38% |
$2.98K - $3.59K
|
9.01K
$1.33M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-34- 97.14% |
$2.98K - $3.59K
|
1
$147
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-35Closed |
$3.07K - $3.69K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-36Closed |
$3.16K - $3.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-36Closed |
$3.16K - $3.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39- 1.22% |
$3.42K - $4.11K
|
3.16K
$465K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 1.22% |
$3.51K - $4.22K
|
3.24K
$478K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-40- 0.42% |
$3.51K - $4.22K
|
9.43K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-40- 0.12% |
$3.51K - $4.22K
|
32.3K
$4.76M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-42- 9.68% |
$3.68K - $4.43K
|
392
$57.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-42- 0.35% |
$3.68K - $4.43K
|
12.1K
$1.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44Closed |
$3.86K - $4.64K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-45- 0.47% |
$3.94K - $4.75K
|
9.49K
$1.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-46- 0.39% |
$4.03K - $4.85K
|
11.8K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-47- 0.6% |
$4.12K - $4.96K
|
7.81K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-48- 0.17% |
$4.21K - $5.06K
|
28.8K
$4.25M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.1% |
$4.29K - $5.17K
|
4.4K
$647K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-50- 1.36% |
$4.38K - $5.27K
|
3.62K
$533K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-51- 1.79% |
$4.47K - $5.38K
|
2.8K
$413K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-56- 3.41% |
$4.91K - $5.91K
|
1.59K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-56- 1.05% |
$4.91K - $5.91K
|
5.28K
$778K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-60- 0.76% |
$5.26K - $6.33K
|
7.82K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-61- 1.64% |
$5.35K - $6.43K
|
3.65K
$538K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-61- 2.6% |
$5.35K - $6.43K
|
2.29K
$337K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-61- 0.2% |
$5.35K - $6.43K
|
29.9K
$4.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-64- 1.51% |
$5.61K - $6.75K
|
4.18K
$615K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-69- 1.82% |
$6.05K - $7.28K
|
3.72K
$549K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-71- 11.89% |
$6.22K - $7.49K
|
526
$77.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-72- 34.95% |
$6.31K - $7.59K
|
134
$19.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-72Closed |
$6.31K - $7.59K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 0.27% |
$6.49K - $7.8K
|
27.1K
$4M
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-75- 0.97% |
$6.57K - $7.91K
|
7.68K
$1.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Sippican Capital Advisors
|
SELL
|
- |
-76- 1.19% |
$6.66K - $8.01K
|
6.29K
$926K
|