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 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.25K- 3.76% |
$110K - $132K
|
32K
$4.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.25K- 32.26% |
$110K - $132K
|
2.63K
$387K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.56% |
$110K - $132K
|
9.58K
$1.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-1.26K- 19.63% |
$110K - $133K
|
5.16K
$760K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.28K- 31.4% |
$113K - $135K
|
2.81K
$413K
|
|
|
Oct 14, 2021
Q3 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.3K- 17.57% |
$114K - $137K
|
6.1K
$898K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.37K- 1.3% |
$120K - $144K
|
104K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.39K- 26.63% |
$122K - $147K
|
3.84K
$565K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 26.04% |
$123K - $148K
|
4K
$589K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.42K- 8.9% |
$124K - $150K
|
14.5K
$2.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.44K- 11.62% |
$126K - $151K
|
10.9K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-1.45K- 6.68% |
$127K - $153K
|
20.3K
$2.99M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.86% |
$129K - $155K
|
77.6K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.47K- 11.53% |
$129K - $155K
|
11.3K
$1.66M
|
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.5K- 4.17% |
$131K - $158K
|
34.5K
$5.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.5K- 3.43% |
$132K - $159K
|
42.4K
$6.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.54K- 9.91% |
$135K - $163K
|
14K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 8.87% |
$137K - $165K
|
16K
$2.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.57K- 1.52% |
$137K - $165K
|
102K
$15M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-1.57K- 59.55% |
$138K - $166K
|
1.07K
$157K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.61KClosed |
$141K - $170K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.62K- 56.94% |
$142K - $170K
|
1.22K
$180K
|
|
|
Nov 03, 2021
Q3 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.65K- 1.67% |
$144K - $174K
|
97.2K
$14.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.65K- 17.16% |
$145K - $174K
|
7.97K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.68K- 28.03% |
$147K - $177K
|
4.32K
$636K
|
|
|
Nov 04, 2021
Q3 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-1.69K- 4.81% |
$148K - $178K
|
33.4K
$4.92M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.7K- 29.06% |
$149K - $179K
|
4.15K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-1.7K- 0.3% |
$149K - $179K
|
562K
$82.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.71K- 1.49% |
$150K - $181K
|
113K
$16.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.73KClosed |
$152K - $182K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.73K- 31.06% |
$152K - $183K
|
3.85K
$567K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.73K- 44.08% |
$152K - $183K
|
2.2K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.74K- 3.8% |
$152K - $183K
|
44.1K
$6.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.83K- 9.53% |
$160K - $192K
|
17.3K
$2.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.83K- 5.72% |
$161K - $193K
|
30.2K
$4.45M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.84K- 42.58% |
$161K - $194K
|
2.48K
$365K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 35.49% |
$163K - $196K
|
3.39K
$499K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 2.05% |
$167K - $200K
|
90.9K
$13.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.93K- 22.01% |
$169K - $204K
|
6.84K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Robotti Robert
New York, NY |
SELL
|
- |
-2K- 22.22% |
$175K - $211K
|
7K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2K- 2.65% |
$175K - $211K
|
73.5K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.06K- 6.45% |
$180K - $217K
|
29.8K
$4.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.08K- 6.77% |
$182K - $219K
|
28.6K
$4.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-2.09K- 2.75% |
$183K - $220K
|
73.9K
$10.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.1K- 10.58% |
$184K - $221K
|
17.7K
$2.61M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.13K- 30.29% |
$187K - $225K
|
4.91K
$723K
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-2.18K- 12.81% |
$191K - $230K
|
14.8K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.19K- 4.08% |
$192K - $231K
|
51.4K
$7.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.22K- 13.31% |
$195K - $234K
|
14.5K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 5.22% |
$195K - $234K
|
40.3K
$5.94M
|