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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.17KNew |
$366K - $440K
|
4.17K
$615K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
4.16K+ 20.45% |
$364K - $438K
|
24.5K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
4.14K+ 215.75% |
$363K - $436K
|
6.06K
$892K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.12KNew |
$361K - $435K
|
4.12K
$607K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.09K+ 102.45% |
$358K - $431K
|
8.08K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.09KNew |
$358K - $431K
|
4.09K
$602K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.08K+ 16.73% |
$357K - $430K
|
28.4K
$4.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.01K+ 8.84% |
$352K - $423K
|
49.4K
$7.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.96K+ 55.01% |
$347K - $417K
|
11.2K
$1.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.9K+ 2.65% |
$342K - $412K
|
151K
$22.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.9KNew |
$341K - $411K
|
3.9K
$574K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.89K+ 13.98% |
$341K - $410K
|
31.7K
$4.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.83K+ 2.06% |
$336K - $404K
|
190K
$27.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.8K+ 63.78% |
$333K - $401K
|
9.76K
$1.44M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.73K+ 8.27% |
$327K - $393K
|
48.8K
$7.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 24.19% |
$326K - $392K
|
19.1K
$2.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
3.64K+ 329.05% |
$319K - $383K
|
4.74K
$698K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$316K - $380K
|
3.6K
$530K
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.58K+ 19.69% |
$314K - $378K
|
21.8K
$3.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
3.58K+ 1.26% |
$313K - $377K
|
287K
$42.3M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.53K+ 123.38% |
$309K - $372K
|
6.39K
$942K
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
3.46K+ 9.9% |
$303K - $365K
|
38.4K
$5.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.45KNew |
$303K - $364K
|
3.45K
$508K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.45KNew |
$302K - $363K
|
3.45K
$507K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.44K+ 27.74% |
$302K - $363K
|
15.8K
$2.33M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.44KNew |
$301K - $362K
|
3.44K
$506K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.39K+ 4.63% |
$297K - $357K
|
76.4K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3.31KNew |
$290K - $349K
|
3.31K
$488K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 16.76% |
$288K - $347K
|
22.9K
$3.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.25K+ 75.86% |
$285K - $343K
|
7.54K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15K+ 29.36% |
$276K - $332K
|
13.9K
$2.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.15KNew |
$276K - $332K
|
3.15K
$464K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
3.12K+ 46.18% |
$273K - $329K
|
9.86K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 65.64% |
$273K - $329K
|
7.86K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.11K+ 27.01% |
$272K - $327K
|
14.6K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.06K+ 2.54% |
$268K - $322K
|
123K
$18.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.05KNew |
$267K - $322K
|
3.05K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 0.5% |
$264K - $318K
|
606K
$89.2M
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3KNew |
$263K - $316K
|
3K
$442K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
2.95K+ 65.59% |
$259K - $311K
|
7.45K
$1.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.94KNew |
$258K - $310K
|
2.94K
$434K
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.93K+ 5.87% |
$257K - $309K
|
52.8K
$7.78M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$254K - $306K
|
2.9K
$427K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.9KNew |
$254K - $305K
|
2.9K
$427K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.9K+ 2.24% |
$254K - $305K
|
132K
$19.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
2.88KNew |
$252K - $303K
|
2.88K
$424K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.81KNew |
$247K - $297K
|
2.81K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.8K+ 7.75% |
$246K - $295K
|
39K
$5.74M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.78K+ 0.54% |
$244K - $293K
|
517K
$76.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2.73K+ 42.94% |
$239K - $288K
|
9.09K
$1.34M
|