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 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.55K+ 1.76% |
$147K - $163K
|
89.6K
$11.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.55KNew |
$147K - $162K
|
1.55K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 37.18% |
$147K - $162K
|
5.72K
$731K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.55K+ 20.79% |
$147K - $162K
|
8.99K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.54K+ 665.52% |
$146K - $162K
|
1.78K
$227K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
1.52K+ 7.47% |
$144K - $159K
|
21.8K
$2.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.5K+ 18.78% |
$142K - $157K
|
9.46K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.49K+ 13.12% |
$142K - $156K
|
12.9K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.48K+ 36.3% |
$141K - $155K
|
5.57K
$712K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.46K+ 0.9% |
$139K - $153K
|
165K
$21M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
1.44K+ 0.8% |
$137K - $151K
|
182K
$23.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.44K+ 7.23% |
$136K - $150K
|
21.3K
$2.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.44K+ 18.56% |
$136K - $150K
|
9.18K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 14.12% |
$136K - $150K
|
11.6K
$1.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 9.73% |
$135K - $149K
|
16K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.42K+ 3.96% |
$134K - $148K
|
37.2K
$4.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.41K+ 2.48% |
$134K - $148K
|
58.4K
$7.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.4K+ 42.42% |
$133K - $147K
|
4.7K
$601K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.39K+ 5.09% |
$132K - $145K
|
28.7K
$3.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.38K+ 14.49% |
$130K - $144K
|
10.9K
$1.39M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.36K+ 21.27% |
$129K - $142K
|
7.75K
$991K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.35K+ 5.21% |
$128K - $141K
|
27.2K
$3.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.34K+ 1.98% |
$127K - $141K
|
69.1K
$8.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.31K+ 4.38% |
$124K - $137K
|
31.2K
$3.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.3K+ 5.17% |
$123K - $136K
|
26.5K
$3.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.3K+ 5.3% |
$123K - $136K
|
25.8K
$3.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.3K+ 40.93% |
$123K - $136K
|
4.46K
$571K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.3K+ 28.43% |
$123K - $136K
|
5.85K
$748K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 3.59% |
$121K - $134K
|
36.9K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 10.7% |
$119K - $132K
|
13K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.24K+ 29.8% |
$118K - $130K
|
5.42K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 38.16% |
$118K - $130K
|
4.5K
$575K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.21K+ 2.4% |
$115K - $127K
|
51.7K
$6.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 29.27% |
$114K - $126K
|
5.3K
$678K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.2K+ 27.63% |
$114K - $126K
|
5.54K
$709K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.16K+ 0.18% |
$110K - $122K
|
632K
$80.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.15K+ 2.39% |
$109K - $120K
|
49.3K
$6.31M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.13K+ 18.85% |
$107K - $118K
|
7.13K
$912K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.13K+ 1.58% |
$107K - $118K
|
72.1K
$9.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.11K+ 24.6% |
$105K - $116K
|
5.6K
$716K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.1K+ 1.5% |
$104K - $115K
|
74.6K
$9.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.07K+ 14.47% |
$102K - $112K
|
8.49K
$1.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.07K+ 3.83% |
$101K - $112K
|
29K
$3.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.07K+ 14.15% |
$101K - $112K
|
8.61K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 68.89% |
$98.9K - $109K
|
2.56K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.03KNew |
$97.9K - $108K
|
1.03K
$132K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.03K+ 6.75% |
$97.9K - $108K
|
16.3K
$2.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.02K+ 35.82% |
$96.2K - $106K
|
3.85K
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.01KNew |
$96.1K - $106K
|
1.01K
$130K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 15.78% |
$95.8K - $106K
|
7.41K
$947K
|