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 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
684+ 6.41% |
$64.9K - $71.6K
|
11.4K
$1.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
679+ 5.35% |
$64.4K - $71.1K
|
13.4K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
675+ 7.65% |
$64K - $70.6K
|
9.5K
$1.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
672+ 11.71% |
$63.7K - $70.3K
|
6.41K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
654+ 10.44% |
$62K - $68.4K
|
6.92K
$884K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
654+ 6.08% |
$62K - $68.4K
|
11.4K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
651+ 10.93% |
$61.7K - $68.1K
|
6.61K
$845K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
646+ 5.83% |
$61.3K - $67.6K
|
11.7K
$1.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
644+ 0.83% |
$61.1K - $67.4K
|
78.2K
$10M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
644+ 5.56% |
$61.1K - $67.4K
|
12.2K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
642+ 16.69% |
$60.9K - $67.2K
|
4.49K
$574K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
637New |
$60.4K - $66.7K
|
637
$81.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
635+ 29.95% |
$60.2K - $66.5K
|
2.76K
$352K
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
623+ 8.21% |
$59.1K - $65.2K
|
8.21K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
620+ 3.75% |
$58.8K - $64.9K
|
17.2K
$2.19M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
602New |
$57.1K - $63K
|
602
$77K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
597+ 3.19% |
$56.6K - $62.5K
|
19.3K
$2.47M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
597+ 11.5% |
$56.6K - $62.5K
|
5.79K
$740K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
590+ 12.0% |
$55.9K - $61.7K
|
5.51K
$704K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
587+ 1.24% |
$55.7K - $61.4K
|
47.8K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
586+ 18.39% |
$55.6K - $61.3K
|
3.77K
$482K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
574+ 15.52% |
$54.4K - $60.1K
|
4.27K
$546K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
568+ 22.05% |
$53.9K - $59.4K
|
3.14K
$402K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
568New |
$53.9K - $59.4K
|
568
$72.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
567+ 3.48% |
$53.8K - $59.3K
|
16.9K
$2.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
553+ 7.45% |
$52.4K - $57.9K
|
7.98K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
550+ 1.05% |
$52.2K - $57.6K
|
52.7K
$6.74M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
533+ 5.53% |
$50.5K - $55.8K
|
10.2K
$1.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
532+ 6.85% |
$50.4K - $55.7K
|
8.3K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
525+ 15.83% |
$49.8K - $54.9K
|
3.84K
$491K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
517New |
$49K - $54.1K
|
517
$66.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
501+ 71.88% |
$47.5K - $52.4K
|
1.2K
$153K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 12.05% |
$47.4K - $52.3K
|
4.65K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
497+ 3.51% |
$47.1K - $52K
|
14.7K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
492+ 487.13% |
$46.7K - $51.5K
|
593
$75.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
478+ 3.81% |
$45.3K - $50K
|
13K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
475+ 2.74% |
$45K - $49.7K
|
17.8K
$2.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
470+ 0.21% |
$44.6K - $49.2K
|
221K
$28.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
464+ 1.4% |
$44K - $48.6K
|
33.6K
$4.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
462+ 11.42% |
$43.8K - $48.4K
|
4.51K
$576K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
460+ 20.55% |
$43.6K - $48.1K
|
2.7K
$345K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
457+ 8.85% |
$43.3K - $47.8K
|
5.62K
$719K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
456+ 1.03% |
$43.2K - $47.7K
|
44.7K
$5.72M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
450+ 1.41% |
$42.7K - $47.1K
|
32.4K
$4.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
431+ 10.01% |
$40.9K - $45.1K
|
4.74K
$606K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
406+ 1.95% |
$38.5K - $42.5K
|
21.2K
$2.71M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
404+ 3.23% |
$38.3K - $42.3K
|
12.9K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
403+ 11.04% |
$38.2K - $42.2K
|
4.05K
$518K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
402+ 5.95% |
$38.1K - $42.1K
|
7.16K
$916K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
402+ 2.68% |
$38.1K - $42.1K
|
15.4K
$1.97M
|