Purchases and Sales Made in Q3 2021 in Morgan Stanley (MS)

MS Quotes by TradingView

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 27, 2021 Q3 2021
Selective Wealth Management, Inc.

BUY
 -
1.93K
+ 642.67%
$169K - $203K
2.23K $328K
Nov 08, 2021 Q3 2021
Argent Capital Management LLC

BUY
 -
1.92K
+ 0.7%
$168K - $202K
277K $40.8M
Nov 03, 2021 Q3 2021
Omnia Family Wealth, LLC

BUY
 -
1.9K
+ 65.65%
$167K - $200K
4.79K $706K
Nov 03, 2021 Q3 2021
Meitav Dash Investments LTD

BUY
 -
1.89K
+ 52.21%
$166K - $199K
5.51K $812K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
1.89K
+ 185.63%
$165K - $199K
2.9K $427K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
1.87K
+ 9.37%
$164K - $197K
21.8K $3.21M
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
1.86K
+ 23.97%
$163K - $196K
9.6K $1.41M
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
1.84K
New
$161K - $194K
1.84K $271K
Nov 12, 2021 Q3 2021
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.81K
+ 4.47%
$158K - $191K
42.2K $6.22M
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
1.8K
New
$158K - $190K
1.8K $266K
Nov 12, 2021 Q3 2021
Washburn Capital Management, Inc.

BUY
 -
1.77K
+ 22.93%
$155K - $187K
9.49K $1.4M
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
1.75K
+ 13.13%
$153K - $185K
15.1K $2.22M
Nov 15, 2021 Q3 2021
Elk River Wealth Management, LLC

BUY
 -
1.74K
+ 3.68%
$152K - $183K
48.9K $7.21M
Nov 10, 2021 Q3 2021
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
1.73K
+ 55.52%
$151K - $182K
4.83K $712K
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
1.72K
+ 18.29%
$151K - $182K
11.1K $1.64M
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.71K
+ 39.84%
$150K - $180K
6K $884K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1.7K
New
$149K - $179K
1.7K $250K
Nov 15, 2021 Q3 2021
Altium Wealth Management LLC

BUY
 -
1.7K
+ 14.48%
$149K - $179K
13.4K $1.97M
Nov 12, 2021 Q3 2021
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.69K
+ 63.5%
$148K - $178K
4.35K $641K
Nov 15, 2021 Q3 2021
Canada Pension Plan Investment Board

Toronto Ontario, A6
BUY
 -
1.68K
+ 0.03%
$147K - $177K
5.8M $855M
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
1.67K
+ 25.08%
$146K - $176K
8.33K $1.23M
Oct 26, 2021 Q3 2021
Simmons Bank

BUY
 -
1.65K
+ 56.91%
$145K - $174K
4.56K $671K
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
1.63K
+ 38.06%
$143K - $172K
5.91K $870K
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.62K
+ 16.68%
$142K - $171K
11.3K $1.67M
Nov 15, 2021 Q3 2021
Stelac Advisory Services LLC

New York, NY
BUY
 -
1.6K
+ 43.54%
$140K - $169K
5.27K $776K
Nov 12, 2021 Q3 2021
Gryphon Financial Partners LLC

BUY
 -
1.59K
+ 15.55%
$139K - $168K
11.8K $1.74M
Nov 12, 2021 Q3 2021
Pekin Hardy Strauss, Inc.

BUY
 -
1.56K
+ 22.3%
$136K - $164K
8.54K $1.26M
Nov 15, 2021 Q3 2021
Lowe Brockenbrough & CO Inc

BUY
 -
1.52K
+ 1.12%
$133K - $160K
137K $20.2M
Nov 15, 2021 Q3 2021
Siemens Fonds Invest Gmb H

Munich, 2M
BUY
 -
1.51K
+ 4.56%
$132K - $159K
34.6K $5.09M
Nov 12, 2021 Q3 2021
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.5K
+ 47.71%
$131K - $158K
4.64K $684K
Nov 15, 2021 Q3 2021
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
1.49K
+ 13.34%
$131K - $157K
12.7K $1.87M
Oct 08, 2021 Q3 2021
Veriti Management LLC

BUY
 -
1.49K
+ 6.02%
$131K - $157K
26.3K $3.87M
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.48K
+ 91.3%
$130K - $156K
3.1K $457K
Oct 26, 2021 Q3 2021
Ifg Advisors, LLC

BUY
 -
1.45K
+ 26.43%
$127K - $153K
6.93K $1.02M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

BUY
 -
1.4K
+ 26.19%
$123K - $148K
6.76K $996K
Oct 08, 2021 Q3 2021
New England Research & Management, Inc.

BUY
 -
1.4K
+ 6.42%
$123K - $148K
23.2K $3.42M
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.39K
+ 231.83%
$122K - $147K
1.99K $293K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
1.36K
+ 51.64%
$119K - $143K
3.99K $587K
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
1.35K
+ 46.37%
$119K - $143K
4.27K $630K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.3K
+ 23.69%
$114K - $137K
6.77K $998K
Nov 01, 2021 Q3 2021
Asio Capital, LLC

BUY
 -
1.29K
+ 7.67%
$113K - $136K
18K $2.66M
Nov 12, 2021 Q3 2021
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
1.27K
+ 3.89%
$111K - $133K
33.8K $4.98M
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.23K
+ 0.78%
$108K - $129K
159K $23.5M
Nov 05, 2021 Q3 2021
Mizuho Securities Co. Ltd.

BUY
 -
1.21K
+ 268.89%
$106K - $128K
1.66K $245K
Nov 04, 2021 Q3 2021
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
1.21K
+ 2.88%
$106K - $128K
43.3K $6.37M
Nov 09, 2021 Q3 2021
Ieq Capital, LLC

BUY
 -
1.19K
+ 1.47%
$104K - $126K
82.3K $12.1M
Oct 15, 2021 Q3 2021
First Citizens Bank & Trust CO

BUY
 -
1.18K
+ 1.45%
$103K - $124K
82.4K $12.1M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.16K
+ 0.61%
$101K - $122K
191K $28.1M
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
1.15K
+ 41.92%
$101K - $122K
3.91K $575K

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