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
|
Abrdn PLC
|
SELL
|
- |
-79- 0.01% |
$6.92K - $8.33K
|
660K
$97.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
SELL
|
- |
-80- 0.34% |
$7.01K - $8.44K
|
23.4K
$3.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-81- 18.84% |
$7.1K - $8.54K
|
349
$51.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-85- 1.73% |
$7.45K - $8.96K
|
4.82K
$710K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-90Closed |
$7.89K - $9.49K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-91- 23.33% |
$7.98K - $9.6K
|
299
$44K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-91- 0.97% |
$7.98K - $9.6K
|
9.31K
$1.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-92- 0.24% |
$8.06K - $9.7K
|
37.8K
$5.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-95- 1.89% |
$8.33K - $10K
|
4.93K
$727K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-99- 0.93% |
$8.68K - $10.4K
|
10.5K
$1.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-100- 0.91% |
$8.76K - $10.5K
|
10.9K
$1.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 23.92% |
$8.76K - $10.5K
|
318
$46.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-100- 20.16% |
$8.76K - $10.5K
|
396
$58.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-100- 1.08% |
$8.76K - $10.5K
|
9.13K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.55% |
$8.76K - $10.5K
|
18K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-101- 2.65% |
$8.85K - $10.7K
|
3.7K
$546K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-103- 1.94% |
$9.03K - $10.9K
|
5.19K
$765K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-104- 3.18% |
$9.11K - $11K
|
3.17K
$466K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-105- 3.55% |
$9.2K - $11.1K
|
2.85K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-105- 0.05% |
$9.2K - $11.1K
|
195K
$28.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-107- 9.87% |
$9.38K - $11.3K
|
977
$144K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-114- 0.2% |
$9.99K - $12K
|
55.5K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 3.23% |
$10.2K - $12.2K
|
3.48K
$512K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-123Closed |
$10.8K - $13K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-124- 2.18% |
$10.9K - $13.1K
|
5.56K
$820K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-127- 0.86% |
$11.1K - $13.4K
|
14.7K
$2.16M
|
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
SELL
|
- |
-128- 5.04% |
$11.2K - $13.5K
|
2.41K
$355K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-131- 0.19% |
$11.5K - $13.8K
|
67.7K
$9.98M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-131- 15.84% |
$11.5K - $13.8K
|
696
$103K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-132- 3.06% |
$11.6K - $13.9K
|
4.18K
$616K
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-135- 4.94% |
$11.8K - $14.2K
|
2.6K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-137- 6.26% |
$12K - $14.4K
|
2.05K
$302K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-140- 5.16% |
$12.3K - $14.8K
|
2.58K
$379K
|
|
|
Oct 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-141- 0.2% |
$12.4K - $14.9K
|
70.4K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-146- 1.35% |
$12.8K - $15.4K
|
10.7K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
SELL
|
- |
-150- 0.85% |
$13.1K - $15.8K
|
17.4K
$2.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-156Closed |
$13.7K - $16.5K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-158- 1.17% |
$13.8K - $16.7K
|
13.4K
$1.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-158- 0.62% |
$13.8K - $16.7K
|
25.3K
$3.73M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-165- 1.09% |
$14.5K - $17.4K
|
15K
$2.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-168Closed |
$14.7K - $17.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-170- 22.08% |
$14.9K - $17.9K
|
600
$88.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Lipe & Dalton
|
SELL
|
- |
-174- 0.54% |
$15.2K - $18.3K
|
32.3K
$4.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-174- 6.04% |
$15.2K - $18.3K
|
2.71K
$399K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-178- 0.38% |
$15.6K - $18.8K
|
47.2K
$6.96M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-179Closed |
$15.7K - $18.9K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-189- 7.97% |
$16.6K - $19.9K
|
2.18K
$321K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-194- 3.8% |
$17K - $20.5K
|
4.92K
$724K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-195- 0.44% |
$17.1K - $20.6K
|
44.1K
$6.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-199- 7.24% |
$17.4K - $21K
|
2.55K
$375K
|