Purchases and Sales Made in Q4 2021 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.15KNew |
$204K - $225K
|
2.15K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.14K+ 48.75% |
$203K - $224K
|
6.52K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.12KNew |
$201K - $222K
|
2.12K
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.11K+ 1.62% |
$200K - $221K
|
132K
$16.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.09KNew |
$198K - $218K
|
2.09K
$267K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.09KNew |
$198K - $218K
|
2.09K
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.08K+ 3.61% |
$197K - $217K
|
59.6K
$7.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.07K+ 44.38% |
$197K - $217K
|
6.74K
$862K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$196K - $217K
|
2.07K
$265K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.06KNew |
$195K - $215K
|
2.06K
$263K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
2.06KNew |
$195K - $215K
|
2.06K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.05KNew |
$195K - $215K
|
2.05K
$263K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$195K - $215K
|
2.05K
$262K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.05K+ 30.21% |
$194K - $214K
|
8.82K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$193K - $213K
|
2.04K
$260K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.03K+ 34.63% |
$192K - $212K
|
7.89K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.01K+ 20.63% |
$191K - $211K
|
11.8K
$1.51M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.01K+ 91.32% |
$190K - $210K
|
4.21K
$538K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99K+ 73.59% |
$189K - $208K
|
4.69K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.99K+ 41.03% |
$188K - $208K
|
6.83K
$873K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.98K+ 1.53% |
$188K - $208K
|
132K
$16.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.98KNew |
$188K - $207K
|
1.98K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 24.97% |
$186K - $205K
|
9.83K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.95K+ 4.5% |
$185K - $204K
|
45.2K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92K+ 9.62% |
$182K - $201K
|
21.8K
$2.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.9K+ 1169.75% |
$180K - $198K
|
2.06K
$263K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$179K - $197K
|
1.88K
$241K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.87K+ 38.64% |
$177K - $196K
|
6.7K
$857K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.86K+ 32.22% |
$177K - $195K
|
7.64K
$977K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
1.86K+ 33.09% |
$176K - $195K
|
7.48K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
1.83K+ 4.21% |
$174K - $192K
|
45.4K
$5.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.83K+ 53.28% |
$174K - $192K
|
5.27K
$673K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 6.89% |
$172K - $190K
|
28.2K
$3.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.82K+ 34.6% |
$172K - $190K
|
7.07K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.81K+ 38.12% |
$171K - $189K
|
6.55K
$837K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.81KNew |
$171K - $189K
|
1.81K
$231K
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.79K+ 12.87% |
$170K - $188K
|
15.7K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.77K+ 3.62% |
$168K - $185K
|
50.7K
$6.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
1.73K+ 6.74% |
$164K - $181K
|
27.4K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.73K+ 28.88% |
$164K - $181K
|
7.72K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 7.48% |
$163K - $179K
|
24.6K
$3.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Amf Tjanstepension Ab
|
BUY
|
- |
1.71K+ 0.07% |
$162K - $179K
|
2.42M
$310M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.7K+ 41.77% |
$161K - $178K
|
5.78K
$739K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.7K+ 25.38% |
$161K - $178K
|
8.4K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 10.57% |
$159K - $175K
|
17.5K
$2.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.64K+ 4.89% |
$155K - $172K
|
35.2K
$4.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.58K+ 3.81% |
$150K - $166K
|
43.1K
$5.51M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.58K+ 128.97% |
$149K - $165K
|
2.8K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.57K+ 0.92% |
$149K - $164K
|
173K
$22.1M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.56K+ 32.4% |
$148K - $163K
|
6.37K
$814K
|