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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.56K- 53.15% |
$312K - $376K
|
3.14K
$462K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.57K- 1.91% |
$313K - $376K
|
183K
$26.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.6K- 4.95% |
$316K - $380K
|
69.2K
$10.2M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.6K- 3.26% |
$316K - $380K
|
107K
$15.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.67K- 7.65% |
$322K - $387K
|
44.3K
$6.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.68K- 57.55% |
$322K - $388K
|
2.71K
$399K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.68K- 24.44% |
$323K - $388K
|
11.4K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.74K- 2.98% |
$328K - $394K
|
122K
$17.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.78K- 10.72% |
$331K - $398K
|
31.5K
$4.64M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.82K- 23.52% |
$335K - $403K
|
12.4K
$1.83M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.83K- 17.41% |
$335K - $403K
|
18.1K
$2.67M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.83K- 20.13% |
$336K - $404K
|
15.2K
$2.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.91K- 5.63% |
$342K - $412K
|
65.5K
$9.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.91K- 8.32% |
$343K - $412K
|
43.1K
$6.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.98KClosed |
$348K - $419K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.98K- 11.99% |
$349K - $420K
|
29.3K
$4.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4KClosed |
$351K - $422K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-4K- 16.0% |
$351K - $422K
|
21K
$3.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4K- 5.27% |
$351K - $422K
|
71.9K
$10.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.03KClosed |
$353K - $425K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.2KClosed |
$368K - $442K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.21K- 9.18% |
$369K - $444K
|
41.6K
$6.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.22K- 6.94% |
$370K - $445K
|
56.6K
$8.34M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 45.7% |
$371K - $447K
|
5.03K
$741K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.3K- 31.39% |
$377K - $454K
|
9.41K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
SELL
|
- |
-4.45K- 44.22% |
$390K - $470K
|
5.62K
$827K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.48K- 6.62% |
$392K - $472K
|
63.2K
$9.3M
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.48KClosed |
$393K - $472K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-4.55K- 8.18% |
$399K - $480K
|
51.1K
$7.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.56K- 1.54% |
$399K - $480K
|
290K
$42.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.58K- 29.22% |
$401K - $482K
|
11.1K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.58K- 9.92% |
$402K - $483K
|
41.6K
$6.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.59K- 9.13% |
$402K - $484K
|
45.7K
$6.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5K- 96.66% |
$439K - $528K
|
173
$25.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5.08K- 5.91% |
$445K - $536K
|
80.9K
$11.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.1K- 3.78% |
$447K - $538K
|
130K
$19.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.22KClosed |
$458K - $551K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.46K- 1.95% |
$478K - $575K
|
275K
$40.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-5.46K- 1.8% |
$478K - $575K
|
298K
$43.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.47KClosed |
$479K - $577K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.58K- 27.73% |
$489K - $588K
|
14.5K
$2.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.81K- 0.17% |
$509K - $612K
|
3.4M
$501M
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5.89K- 4.72% |
$516K - $621K
|
119K
$17.5M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.95K- 12.0% |
$521K - $627K
|
43.6K
$6.42M
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.98K- 1.78% |
$524K - $630K
|
330K
$48.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 40.0% |
$526K - $633K
|
9K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-6.05K- 5.92% |
$530K - $638K
|
96.2K
$14.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.14KClosed |
$538K - $648K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.17K- 0.99% |
$540K - $650K
|
614K
$90.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.17K- 0.57% |
$541K - $651K
|
1.08M
$159M
|