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 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
13.3KNew |
$1.17M - $1.4M
|
13.3K
$1.96M
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Markets Cayman LP
|
BUY
|
- |
13.2K+ 434.24% |
$1.16M - $1.39M
|
16.2K
$2.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$1.15M - $1.38M
|
13.1K
$1.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
13.1K+ 64.25% |
$1.15M - $1.38M
|
33.5K
$4.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
13.1KNew |
$1.15M - $1.38M
|
13.1K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12.5K+ 4.87% |
$1.1M - $1.32M
|
270K
$39.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
12.4K+ 18.55% |
$1.08M - $1.3M
|
79K
$11.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$1.08M - $1.3M
|
12.3K
$1.82M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.2K+ 228.53% |
$1.07M - $1.29M
|
17.5K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
12.1K+ 8.21% |
$1.06M - $1.28M
|
159K
$23.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
12K+ 267.59% |
$1.05M - $1.27M
|
16.5K
$2.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
12KNew |
$1.05M - $1.27M
|
12K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.7K+ 3.39% |
$1.02M - $1.23M
|
357K
$52.6M
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.7K+ 3.39% |
$1.02M - $1.23M
|
357K
$52.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.7K+ 1970.61% |
$1.02M - $1.23M
|
12.3K
$1.81M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
11.4KNew |
$997K - $1.2M
|
11.4K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$986K - $1.19M
|
11.3K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
11.2K+ 0.23% |
$985K - $1.19M
|
4.93M
$726M
|
|
|
Nov 15, 2021
Q3 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
BUY
|
- |
11.1KNew |
$971K - $1.17M
|
11.1K
$1.63M
|
|
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
BUY
|
- |
11K+ 2.65% |
$964K - $1.16M
|
426K
$62.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 36.17% |
$935K - $1.12M
|
40.1K
$5.91M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.4K+ 389.95% |
$915K - $1.1M
|
13.1K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 0.47% |
$880K - $1.06M
|
2.15M
$316M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.86K+ 60.54% |
$864K - $1.04M
|
26.1K
$3.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.64K+ 62.13% |
$844K - $1.02M
|
25.1K
$3.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
9.62KNew |
$843K - $1.01M
|
9.62K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
9.59K+ 20.0% |
$840K - $1.01M
|
57.5K
$8.47M
|
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.47KNew |
$830K - $999K
|
9.47K
$1.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.32K+ 17.28% |
$817K - $983K
|
63.3K
$9.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
9.23KNew |
$809K - $973K
|
9.23K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
9KNew |
$789K - $949K
|
9K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.96K+ 0.61% |
$785K - $945K
|
1.47M
$217M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.89K+ 4.94% |
$779K - $937K
|
189K
$27.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
8.85K+ 27.09% |
$776K - $933K
|
41.5K
$6.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.83KNew |
$773K - $931K
|
8.83K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.79K+ 57.05% |
$770K - $927K
|
24.2K
$3.56M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.79K+ 57.05% |
$770K - $927K
|
24.2K
$3.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.75K+ 721.35% |
$767K - $923K
|
9.96K
$1.47M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.59K+ 59.34% |
$753K - $906K
|
23.1K
$3.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8.54KNew |
$748K - $900K
|
8.54K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
8.37K+ 2.54% |
$734K - $883K
|
339K
$49.9M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
8.3KNew |
$727K - $875K
|
8.3K
$1.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.17K+ 2.04% |
$716K - $861K
|
408K
$60.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
8.13K+ 13.79% |
$713K - $857K
|
67.1K
$9.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
8.03K+ 21.98% |
$704K - $847K
|
44.6K
$6.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.89KNew |
$691K - $832K
|
7.89K
$1.16M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
7.75K+ 63.72% |
$679K - $817K
|
19.9K
$2.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.72K+ 4062.11% |
$676K - $814K
|
7.91K
$1.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.5KNew |
$657K - $791K
|
7.5K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
7.38K+ 150.92% |
$647K - $779K
|
12.3K
$1.81M
|