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 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.23KClosed |
$196K - $235K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.28K- 32.43% |
$199K - $240K
|
4.74K
$698K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.29K- 16.9% |
$201K - $241K
|
11.3K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.3KClosed |
$202K - $243K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-2.3KClosed |
$202K - $243K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.31K- 7.25% |
$202K - $243K
|
29.5K
$4.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 0.45% |
$202K - $243K
|
507K
$74.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.33K- 4.45% |
$204K - $246K
|
50.1K
$7.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 16.23% |
$205K - $246K
|
12K
$1.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.34KClosed |
$205K - $247K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.35KClosed |
$206K - $247K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.37KClosed |
$208K - $250K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.4K- 35.33% |
$210K - $253K
|
4.38K
$646K
|
|
|
Nov 15, 2021
Q3 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-2.47K- 0.83% |
$216K - $260K
|
295K
$43.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.48K- 5.02% |
$217K - $262K
|
46.9K
$6.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.5K- 0.8% |
$219K - $264K
|
312K
$45.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-2.5K- 20.0% |
$219K - $264K
|
10K
$1.47M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.51K- 38.3% |
$220K - $265K
|
4.04K
$595K
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 2.6% |
$228K - $274K
|
97.4K
$14.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.63K- 27.93% |
$230K - $277K
|
6.79K
$1M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.69K- 2.99% |
$236K - $284K
|
87.2K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.71K- 6.88% |
$238K - $286K
|
36.7K
$5.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.75K- 38.25% |
$241K - $290K
|
4.44K
$653K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.75K- 53.37% |
$241K - $290K
|
2.41K
$354K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-2.78K- 15.37% |
$244K - $293K
|
15.3K
$2.25M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.79K- 0.98% |
$245K - $294K
|
283K
$41.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.82K- 27.77% |
$247K - $297K
|
7.33K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.83K- 1.25% |
$248K - $299K
|
224K
$33M
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.92K- 50.09% |
$256K - $308K
|
2.91K
$429K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.95K- 1.82% |
$258K - $311K
|
159K
$23.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.98K- 0.64% |
$262K - $315K
|
462K
$68.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 0.37% |
$263K - $316K
|
810K
$119M
|
|
|
Nov 03, 2021
Q3 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.02K- 17.29% |
$265K - $318K
|
14.4K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.02KClosed |
$265K - $319K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.05K- 1.98% |
$267K - $322K
|
151K
$22.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.11K- 31.22% |
$273K - $328K
|
6.85K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.12K- 13.16% |
$273K - $329K
|
20.6K
$3.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.2KClosed |
$280K - $337K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.23K- 1.89% |
$283K - $341K
|
168K
$24.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-3.25K- 65.87% |
$285K - $343K
|
1.68K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3.25K- 1.24% |
$285K - $343K
|
258K
$38M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.3K- 4.42% |
$289K - $348K
|
71.4K
$10.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-3.31K- 7.52% |
$290K - $349K
|
40.7K
$6M
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.35KClosed |
$294K - $353K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.38K- 16.65% |
$296K - $357K
|
16.9K
$2.49M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-3.44K- 20.97% |
$301K - $362K
|
12.9K
$1.91M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.47K- 6.25% |
$304K - $366K
|
52K
$7.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.5K- 32.45% |
$307K - $369K
|
7.29K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.52KClosed |
$309K - $371K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.56K- 53.15% |
$312K - $376K
|
3.14K
$462K
|