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 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-715- 14.65% |
$62.7K - $75.4K
|
4.17K
$614K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-723- 14.46% |
$63.4K - $76.2K
|
4.28K
$630K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 5.54% |
$64K - $77K
|
12.5K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-730- 2.34% |
$64K - $77K
|
30.5K
$4.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-745- 0.89% |
$65.3K - $78.6K
|
82.5K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-757- 3.39% |
$66.3K - $79.8K
|
21.6K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-771- 8.56% |
$67.6K - $81.3K
|
8.23K
$1.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-772- 12.82% |
$67.7K - $81.4K
|
5.25K
$774K
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-785- 1.54% |
$68.8K - $82.8K
|
50.1K
$7.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-787- 11.77% |
$69K - $83K
|
5.9K
$869K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-789- 57.38% |
$69.1K - $83.2K
|
586
$86.3K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-800- 0.51% |
$70.1K - $84.4K
|
157K
$23.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-823- 18.4% |
$72.1K - $86.8K
|
3.65K
$538K
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-842- 2.41% |
$73.8K - $88.8K
|
34.1K
$5.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-858- 3.94% |
$75.2K - $90.5K
|
20.9K
$3.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-881- 1.03% |
$77.2K - $92.9K
|
85K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-897- 5.65% |
$78.6K - $94.6K
|
15K
$2.21M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-903- 14.31% |
$79.1K - $95.2K
|
5.41K
$796K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-905- 3.65% |
$79.3K - $95.4K
|
23.9K
$3.52M
|
|
|
Jul 09, 2025
Q3 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-915- 6.11% |
$80.2K - $96.5K
|
14.1K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-951- 31.47% |
$83.3K - $100K
|
2.07K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-964- 0.99% |
$84.5K - $102K
|
96.2K
$14.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-973- 2.18% |
$85.3K - $103K
|
43.7K
$6.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-974- 1.21% |
$85.4K - $103K
|
79.4K
$11.7M
|
|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-980- 3.58% |
$85.9K - $103K
|
26.4K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-988- 21.14% |
$86.6K - $104K
|
3.69K
$543K
|
|
|
Oct 25, 2021
Q3 2021
|
P.A.W. Capital Corp
|
SELL
|
- |
-1K- 10.0% |
$87.6K - $105K
|
9K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 0.53% |
$87.6K - $105K
|
188K
$27.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1K- 6.56% |
$87.6K - $105K
|
14.2K
$2.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-1.01K- 6.71% |
$88.1K - $106K
|
14K
$2.06M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.01K- 17.41% |
$88.1K - $106K
|
4.77K
$702K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.03K- 5.93% |
$89.9K - $108K
|
16.3K
$2.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.03K- 0.76% |
$89.9K - $108K
|
135K
$19.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.04K- 8.92% |
$90.7K - $109K
|
10.6K
$1.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.05K- 12.28% |
$92.2K - $111K
|
7.51K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 24.97% |
$93.2K - $112K
|
3.19K
$470K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.08K- 6.87% |
$94.3K - $113K
|
14.6K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.09K- 28.68% |
$95.5K - $115K
|
2.71K
$399K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.09K- 6.86% |
$95.6K - $115K
|
14.8K
$2.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.1K- 4.05% |
$96.2K - $116K
|
26K
$3.83M
|
|
|
Oct 12, 2021
Q3 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.1K- 15.57% |
$96.4K - $116K
|
5.96K
$878K
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.1K- 25.64% |
$96.4K - $116K
|
3.19K
$470K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.11K- 17.77% |
$97.2K - $117K
|
5.13K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.12K- 0.46% |
$97.8K - $118K
|
242K
$35.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-1.14K- 2.74% |
$99.6K - $120K
|
40.3K
$5.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.16K- 23.45% |
$102K - $122K
|
3.79K
$558K
|
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.2K- 7.19% |
$105K - $127K
|
15.5K
$2.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.2K- 3.84% |
$105K - $127K
|
30.1K
$4.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 20.16% |
$106K - $127K
|
4.78K
$704K
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.25K- 11.1% |
$110K - $132K
|
10K
$1.47M
|