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 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.15K+ 10.35% |
$101K - $121K
|
12.2K
$1.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.13K+ 11.26% |
$99K - $119K
|
11.2K
$1.64M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.13K+ 2.41% |
$98.8K - $119K
|
47.8K
$7.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
1.12K+ 0.61% |
$98.2K - $118K
|
185K
$27.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 3.04% |
$98.2K - $118K
|
38K
$5.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.12KNew |
$98.1K - $118K
|
1.12K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.11K+ 2.16% |
$96.8K - $117K
|
52.2K
$7.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.1K+ 7.94% |
$96.6K - $116K
|
15K
$2.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.08K+ 31.76% |
$94.7K - $114K
|
4.48K
$660K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.07K+ 13.76% |
$93.5K - $113K
|
8.82K
$1.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 3.7% |
$92.7K - $112K
|
29.7K
$4.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.05K+ 3.99% |
$91.9K - $111K
|
27.3K
$4.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 2.47% |
$90.9K - $109K
|
43K
$6.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.04K+ 8.59% |
$90.7K - $109K
|
13.1K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.03K+ 3.41% |
$90.2K - $109K
|
31.2K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.02K+ 26.74% |
$89.4K - $108K
|
4.83K
$712K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
1.02K+ 7.86% |
$89K - $107K
|
13.9K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.01K+ 5.84% |
$88.9K - $107K
|
18.4K
$2.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.01K+ 3.33% |
$88.8K - $107K
|
31.4K
$4.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1K+ 3.73% |
$88K - $106K
|
27.9K
$4.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1K+ 26.02% |
$87.6K - $105K
|
4.84K
$713K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
998+ 15.63% |
$87.5K - $105K
|
7.38K
$1.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
997+ 1.6% |
$87.4K - $105K
|
63.3K
$9.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
985+ 4.98% |
$86.3K - $104K
|
20.8K
$3.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
982+ 21.29% |
$86.1K - $104K
|
5.59K
$824K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
961+ 8.71% |
$84.2K - $101K
|
12K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
960+ 14.86% |
$84.1K - $101K
|
7.42K
$1.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
952+ 7.18% |
$83.4K - $100K
|
14.2K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
951+ 0.23% |
$83.3K - $100K
|
416K
$61.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
951+ 10.24% |
$83.3K - $100K
|
10.2K
$1.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
937+ 18.66% |
$82.1K - $98.8K
|
5.96K
$878K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
929+ 18.54% |
$81.4K - $98K
|
5.94K
$875K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
903+ 0.18% |
$79.1K - $95.2K
|
497K
$73.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
902+ 13.41% |
$79.1K - $95.1K
|
7.63K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
898+ 5.47% |
$78.7K - $94.7K
|
17.3K
$2.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
896+ 33.19% |
$78.5K - $94.5K
|
3.6K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
894+ 4.71% |
$78.4K - $94.3K
|
19.9K
$2.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
893+ 0.98% |
$78.3K - $94.2K
|
92.2K
$13.6M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
869+ 20.84% |
$76.2K - $91.6K
|
5.04K
$742K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
863+ 3.38% |
$75.6K - $91K
|
26.4K
$3.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
861+ 27.51% |
$75.5K - $90.8K
|
3.99K
$588K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
855+ 13.73% |
$74.9K - $90.2K
|
7.08K
$1.04M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
825+ 8.31% |
$72.3K - $87K
|
10.8K
$1.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
809+ 14.43% |
$70.9K - $85.3K
|
6.42K
$945K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
805+ 12.16% |
$70.6K - $84.9K
|
7.43K
$1.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
800+ 15.42% |
$70.1K - $84.4K
|
5.99K
$882K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
787+ 10.66% |
$69K - $83K
|
8.17K
$1.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
787+ 69.34% |
$69K - $83K
|
1.92K
$283K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
775+ 5.82% |
$67.9K - $81.7K
|
14.1K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
770+ 1.32% |
$67.5K - $81.2K
|
59K
$8.69M
|