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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 15.78% |
$95.8K - $106K
|
7.41K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.01K+ 8.38% |
$95.4K - $105K
|
13K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1KNew |
$94.8K - $105K
|
1K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
1K+ 11.11% |
$94.8K - $105K
|
10K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
998+ 0.73% |
$94.6K - $104K
|
138K
$18.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
997+ 27.29% |
$94.5K - $104K
|
4.65K
$633K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
987+ 24.41% |
$93.6K - $103K
|
5.03K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
981+ 11.78% |
$93K - $103K
|
9.31K
$1.27M
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
965+ 0.22% |
$91.5K - $101K
|
433K
$58.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
964+ 10.81% |
$91.4K - $101K
|
9.88K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
933+ 2.17% |
$88.5K - $97.6K
|
44K
$5.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
930+ 10.89% |
$88.2K - $97.3K
|
9.47K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
928+ 4.18% |
$88K - $97.1K
|
23.1K
$3.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
928+ 6.62% |
$88K - $97.1K
|
14.9K
$2.03M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
925New |
$87.7K - $96.8K
|
925
$126K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
921+ 2.16% |
$87.3K - $96.4K
|
43.6K
$5.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
900+ 20.09% |
$85.3K - $94.2K
|
5.38K
$732K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
883+ 13.65% |
$83.7K - $92.4K
|
7.35K
$1M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
883+ 23.02% |
$83.7K - $92.4K
|
4.72K
$642K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
875+ 13.58% |
$83K - $91.6K
|
7.32K
$996K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
846+ 3.03% |
$80.2K - $88.5K
|
28.8K
$3.92M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
844+ 3.87% |
$80K - $88.3K
|
22.6K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
841New |
$79.7K - $88K
|
841
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
835+ 2.58% |
$79.2K - $87.4K
|
33.2K
$4.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
833+ 2.65% |
$79K - $87.2K
|
32.3K
$4.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
829+ 37.12% |
$78.6K - $86.8K
|
3.06K
$416K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
826New |
$78.3K - $86.4K
|
826
$112K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
801+ 20.1% |
$76K - $83.8K
|
4.79K
$651K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
801+ 7.3% |
$76K - $83.8K
|
11.8K
$1.6M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
800New |
$75.9K - $83.7K
|
800
$109K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
796New |
$75.5K - $83.3K
|
796
$108K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
796+ 7.77% |
$75.5K - $83.3K
|
11K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
792+ 0.78% |
$75.1K - $82.9K
|
102K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
783+ 29.4% |
$74.2K - $81.9K
|
3.45K
$469K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
775+ 5.17% |
$73.5K - $81.1K
|
15.8K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
771+ 14.06% |
$73.1K - $80.7K
|
6.25K
$851K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
763+ 0.28% |
$72.3K - $79.9K
|
270K
$36.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
760+ 1.44% |
$72.1K - $79.5K
|
53.6K
$7.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
757+ 3.89% |
$71.8K - $79.2K
|
20.2K
$2.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
750New |
$71.1K - $78.5K
|
750
$102K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
745+ 10.09% |
$70.6K - $78K
|
8.13K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
740+ 35.77% |
$70.2K - $77.4K
|
2.81K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
733+ 0.85% |
$69.5K - $76.7K
|
86.9K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
732+ 3.01% |
$69.4K - $76.6K
|
25K
$3.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
727+ 0.44% |
$68.9K - $76.1K
|
166K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
697+ 3.87% |
$66.1K - $72.9K
|
18.7K
$2.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
695+ 4.02% |
$65.9K - $72.7K
|
18K
$2.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
693+ 1.15% |
$65.7K - $72.5K
|
60.9K
$8.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
692+ 2.37% |
$65.6K - $72.4K
|
29.9K
$4.07M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
689+ 20.04% |
$65.3K - $72.1K
|
4.13K
$561K
|