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 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11K- 6.93% |
$968K - $1.17M
|
148K
$21.9M
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2KClosed |
$979K - $1.18M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-11.2K- 7.59% |
$985K - $1.19M
|
137K
$20.1M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$985K - $1.19M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-11.5K- 4.22% |
$1M - $1.21M
|
260K
$38.3M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 72.87% |
$1.03M - $1.24M
|
4.39K
$646K
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-12K- 12.39% |
$1.05M - $1.26M
|
84.6K
$12.5M
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12.1K- 75.31% |
$1.06M - $1.28M
|
3.98K
$585K
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-12.2K- 21.3% |
$1.07M - $1.29M
|
45.1K
$6.65M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$1.08M - $1.3M
|
0
$0
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.5KClosed |
$1.1M - $1.32M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13KClosed |
$1.14M - $1.38M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13.2KClosed |
$1.16M - $1.39M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-13.5K- 3.43% |
$1.19M - $1.43M
|
381K
$56.1M
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-13.6K- 1.24% |
$1.19M - $1.44M
|
1.08M
$160M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 6.87% |
$1.2M - $1.45M
|
186K
$27.4M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.7K- 6.34% |
$1.2M - $1.45M
|
203K
$29.9M
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.8K- 32.36% |
$1.21M - $1.45M
|
28.8K
$4.24M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-13.8K- 0.87% |
$1.21M - $1.45M
|
1.57M
$231M
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-13.9K- 21.59% |
$1.22M - $1.46M
|
50.4K
$7.43M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14K- 10.31% |
$1.23M - $1.48M
|
122K
$17.9M
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-14.2K- 4.46% |
$1.25M - $1.5M
|
305K
$44.9M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4K- 78.12% |
$1.26M - $1.51M
|
4.02K
$592K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 38.94% |
$1.26M - $1.51M
|
22.5K
$3.32M
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.6K- 15.12% |
$1.28M - $1.54M
|
81.9K
$12.1M
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-14.7K- 8.78% |
$1.29M - $1.55M
|
153K
$22.5M
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-14.8K- 9.87% |
$1.3M - $1.56M
|
135K
$19.9M
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14.8K- 74.05% |
$1.3M - $1.56M
|
5.19K
$765K
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 21.69% |
$1.3M - $1.56M
|
53.6K
$7.89M
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-14.9K- 1.0% |
$1.3M - $1.57M
|
1.48M
$218M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.9K- 0.4% |
$1.31M - $1.57M
|
3.72M
$548M
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-15.4K- 4.47% |
$1.35M - $1.63M
|
330K
$48.6M
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.4K- 18.29% |
$1.35M - $1.63M
|
68.9K
$10.1M
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-15.4K- 6.11% |
$1.35M - $1.63M
|
237K
$34.9M
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-15.7K- 23.62% |
$1.38M - $1.66M
|
50.8K
$7.48M
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-15.7KClosed |
$1.38M - $1.66M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15.9K- 3.08% |
$1.39M - $1.67M
|
499K
$73.6M
|
|
Nov 12, 2021
Q3 2021
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-15.9K- 10.54% |
$1.39M - $1.68M
|
135K
$19.9M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-15.9K- 0.29% |
$1.4M - $1.68M
|
5.55M
$818M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-16.1K- 1.25% |
$1.41M - $1.7M
|
1.27M
$187M
|
|
Nov 12, 2021
Q3 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-16.2KClosed |
$1.42M - $1.71M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-16.3KClosed |
$1.43M - $1.72M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-16.5K- 1.97% |
$1.44M - $1.74M
|
822K
$121M
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-16.5K- 19.11% |
$1.45M - $1.74M
|
70K
$10.3M
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-16.7KClosed |
$1.47M - $1.76M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-16.8K- 4.58% |
$1.47M - $1.77M
|
350K
$51.5M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-17.4K- 51.89% |
$1.52M - $1.83M
|
16.1K
$2.37M
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-18.2K- 6.88% |
$1.6M - $1.92M
|
246K
$36.3M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-18.5K- 11.93% |
$1.62M - $1.95M
|
136K
$20.1M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-18.5K- 87.96% |
$1.63M - $1.96M
|
2.54K
$374K
|