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
|
Citizens Financial Group Inc
|
BUY
|
- |
7.34K+ 119.22% |
$643K - $774K
|
13.5K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.25K+ 0.48% |
$635K - $764K
|
1.53M
$225M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.15KNew |
$627K - $754K
|
7.15K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$565K - $680K
|
6.45K
$950K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.45K+ 1.7% |
$565K - $680K
|
386K
$56.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.44K+ 1.96% |
$564K - $679K
|
335K
$49.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.33K+ 5.54% |
$554K - $667K
|
120K
$17.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.33K+ 2.89% |
$554K - $667K
|
225K
$33.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.25K+ 2.06% |
$548K - $659K
|
309K
$45.5M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.25K+ 35.8% |
$548K - $659K
|
23.7K
$3.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6.23KNew |
$546K - $657K
|
6.23K
$918K
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
6.1KNew |
$535K - $644K
|
6.1K
$899K
|
|
|
Nov 15, 2021
Q3 2021
|
Odey Holdings LTD
London, X0 |
BUY
|
- |
6.04K+ 76.49% |
$530K - $637K
|
13.9K
$2.05M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
6.04K+ 0.35% |
$529K - $637K
|
1.72M
$253M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
6K+ 62.43% |
$526K - $632K
|
15.6K
$2.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.86KNew |
$513K - $618K
|
5.86K
$863K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.85K+ 42.95% |
$513K - $617K
|
19.5K
$2.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.71K+ 5.49% |
$500K - $602K
|
110K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.62K+ 8.31% |
$492K - $592K
|
73.2K
$10.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.6K+ 2.43% |
$491K - $591K
|
236K
$34.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.54K+ 70.73% |
$485K - $584K
|
13.4K
$1.97M
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.31K+ 0.77% |
$465K - $560K
|
694K
$102M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.3K+ 14.35% |
$464K - $559K
|
42.2K
$6.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.22K+ 14.68% |
$457K - $550K
|
40.7K
$6M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.2KNew |
$456K - $549K
|
5.2K
$766K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.18K+ 17.04% |
$454K - $546K
|
35.6K
$5.24M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.17KNew |
$453K - $545K
|
5.17K
$761K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.17KNew |
$453K - $545K
|
5.17K
$761K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.15K+ 2.12% |
$451K - $543K
|
247K
$36.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.08K+ 202.63% |
$445K - $536K
|
7.59K
$1.12M
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.07K+ 217.6% |
$444K - $535K
|
7.4K
$1.09M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.04K+ 522.51% |
$441K - $531K
|
6K
$884K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
5K+ 120.38% |
$439K - $528K
|
9.16K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.9KNew |
$429K - $517K
|
4.9K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.88K+ 47.19% |
$427K - $514K
|
15.2K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.86K+ 2.76% |
$426K - $512K
|
181K
$26.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 57.55% |
$413K - $497K
|
12.9K
$1.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.67KNew |
$409K - $493K
|
4.67K
$688K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
4.65K+ 25.85% |
$407K - $490K
|
22.6K
$3.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
4.52K+ 21.91% |
$396K - $477K
|
25.2K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.51K+ 89.49% |
$395K - $475K
|
9.54K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.48KNew |
$392K - $472K
|
4.48K
$659K
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.43K+ 61.95% |
$389K - $467K
|
11.6K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.36K+ 57.76% |
$382K - $460K
|
11.9K
$1.75M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
4.34K+ 18.97% |
$380K - $457K
|
27.2K
$4.01M
|
|
|
Oct 06, 2021
Q3 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4.32K+ 2.1% |
$379K - $456K
|
210K
$30.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
4.28KNew |
$375K - $451K
|
4.28K
$630K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.23K+ 5.84% |
$370K - $446K
|
76.5K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.22K+ 52.15% |
$369K - $444K
|
12.3K
$1.81M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.19K+ 154.56% |
$367K - $442K
|
6.9K
$1.02M
|