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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.67K+ 89.19% |
$234K - $282K
|
5.67K
$835K
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.67K+ 48.97% |
$234K - $281K
|
8.12K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.62K+ 2.81% |
$229K - $276K
|
95.6K
$14.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.61K+ 1.1% |
$229K - $276K
|
241K
$35.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 6.35% |
$225K - $271K
|
43.1K
$6.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.54KNew |
$223K - $268K
|
2.54K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.54K+ 16.37% |
$222K - $268K
|
18K
$2.66M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$220K - $265K
|
2.51K
$370K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
2.5KNew |
$219K - $264K
|
2.5K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2.5K+ 0.35% |
$219K - $264K
|
712K
$105M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.5K+ 11.08% |
$219K - $263K
|
25K
$3.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
BUY
|
- |
2.43KNew |
$213K - $256K
|
2.43K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.4KNew |
$210K - $253K
|
2.4K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.39K+ 6.72% |
$210K - $252K
|
38K
$5.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.38K+ 10.16% |
$209K - $251K
|
25.8K
$3.8M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
2.36KNew |
$207K - $249K
|
2.36K
$348K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
2.34KNew |
$205K - $246K
|
2.34K
$344K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.33K+ 45.56% |
$204K - $246K
|
7.45K
$1.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 11.14% |
$203K - $244K
|
23.1K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.31K+ 93.41% |
$203K - $244K
|
4.79K
$705K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.3K+ 96.08% |
$202K - $243K
|
4.7K
$692K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.29KNew |
$201K - $242K
|
2.29K
$338K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
2.26KNew |
$198K - $239K
|
2.26K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.24KNew |
$196K - $236K
|
2.24K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.23K+ 25.44% |
$195K - $235K
|
11K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$195K - $235K
|
2.23K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.22K+ 1.73% |
$194K - $234K
|
130K
$19.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$194K - $234K
|
2.22K
$326K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.2KNew |
$193K - $232K
|
2.2K
$324K
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.2KNew |
$193K - $232K
|
2.2K
$324K
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.2KNew |
$193K - $232K
|
2.2K
$324K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.17KNew |
$190K - $229K
|
2.17K
$319K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
2.16KNew |
$189K - $227K
|
2.16K
$318K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.12KNew |
$186K - $224K
|
2.12K
$313K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.11KNew |
$185K - $222K
|
2.11K
$311K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
2.1KNew |
$184K - $221K
|
2.1K
$309K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.09KNew |
$183K - $220K
|
2.09K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.09KNew |
$183K - $220K
|
2.09K
$307K
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.08K+ 26.26% |
$182K - $220K
|
10K
$1.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.08K+ 44.99% |
$182K - $219K
|
6.7K
$987K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$182K - $219K
|
2.08K
$306K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.07KNew |
$182K - $219K
|
2.07K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.07KNew |
$181K - $218K
|
2.07K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.06K+ 1.68% |
$180K - $217K
|
125K
$18.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.04K+ 5.29% |
$179K - $215K
|
40.6K
$5.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.01K+ 1.77% |
$176K - $212K
|
115K
$17M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.96K+ 4.81% |
$172K - $207K
|
42.7K
$6.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.95K+ 18.86% |
$171K - $206K
|
12.3K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 13.09% |
$171K - $205K
|
16.8K
$2.48M
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.94K+ 2.81% |
$170K - $205K
|
71K
$10.5M
|