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 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-200- 1.0% |
$17.5K - $21.1K
|
19.8K
$2.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$17.5K - $21.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-212- 15.31% |
$18.6K - $22.4K
|
1.17K
$173K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-220- 0.19% |
$19.3K - $23.2K
|
114K
$16.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-227- 3.59% |
$19.9K - $23.9K
|
6.1K
$898K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-230- 3.34% |
$20.2K - $24.3K
|
6.66K
$981K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-240- 40.0% |
$21K - $25.3K
|
360
$53K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-244- 6.85% |
$21.4K - $25.7K
|
3.32K
$488K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-244- 0.63% |
$21.4K - $25.7K
|
38.5K
$5.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-250- 2.68% |
$21.9K - $26.4K
|
9.09K
$1.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-252- 1.83% |
$22.1K - $26.6K
|
13.5K
$1.99M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-260- 5.68% |
$22.8K - $27.4K
|
4.32K
$636K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-267- 5.88% |
$23.4K - $28.2K
|
4.27K
$629K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-267- 3.69% |
$23.4K - $28.2K
|
6.97K
$1.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-270- 1.14% |
$23.7K - $28.5K
|
23.4K
$3.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-270- 12.44% |
$23.7K - $28.5K
|
1.9K
$280K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-275- 8.25% |
$24.1K - $29K
|
3.06K
$451K
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-280- 0.37% |
$24.5K - $29.5K
|
74.9K
$11M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-281- 8.78% |
$24.6K - $29.6K
|
2.92K
$430K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-284- 1.9% |
$24.9K - $29.9K
|
14.7K
$2.16M
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-288Closed |
$25.2K - $30.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-294- 7.59% |
$25.8K - $31K
|
3.58K
$528K
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-294- 10.6% |
$25.8K - $31K
|
2.48K
$365K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerville Kurt F
|
SELL
|
- |
-300- 3.92% |
$26.3K - $31.6K
|
7.35K
$1.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-300- 10.6% |
$26.3K - $31.6K
|
2.53K
$372K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-306- 9.81% |
$26.8K - $32.3K
|
2.81K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-316- 3.46% |
$27.7K - $33.3K
|
8.81K
$1.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-318- 0.31% |
$27.9K - $33.5K
|
102K
$15M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-318- 3.32% |
$27.9K - $33.5K
|
9.27K
$1.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-319- 1.26% |
$28K - $33.6K
|
24.9K
$3.67M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-322- 3.8% |
$28.2K - $34K
|
8.15K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-338- 4.15% |
$29.6K - $35.6K
|
7.81K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-340- 2.49% |
$29.8K - $35.9K
|
13.3K
$1.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-340Closed |
$29.8K - $35.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-343- 13.04% |
$30.1K - $36.2K
|
2.29K
$337K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-349- 0.04% |
$30.6K - $36.8K
|
777K
$114M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-355- 6.4% |
$31.1K - $37.4K
|
5.19K
$764K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-366- 2.7% |
$32.1K - $38.6K
|
13.2K
$1.94M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-375- 2.47% |
$32.9K - $39.5K
|
14.8K
$2.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-375- 2.35% |
$32.9K - $39.5K
|
15.6K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-376- 1.72% |
$33K - $39.6K
|
21.5K
$3.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-379- 12.09% |
$33.2K - $40K
|
2.76K
$406K
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-380- 7.51% |
$33.3K - $40.1K
|
4.68K
$689K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-385- 3.14% |
$33.7K - $40.6K
|
11.9K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-387- 5.82% |
$33.9K - $40.8K
|
6.26K
$922K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-387- 3.0% |
$33.9K - $40.8K
|
12.5K
$1.84M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-390- 6.64% |
$34.2K - $41.1K
|
5.48K
$808K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-395- 6.01% |
$34.6K - $41.7K
|
6.18K
$910K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-399- 1.78% |
$35K - $42.1K
|
22.1K
$3.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-399- 0.81% |
$35K - $42.1K
|
48.6K
$7.16M
|