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 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
402+ 2.68% |
$38.1K - $42.1K
|
15.4K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 1.69% |
$37.9K - $41.9K
|
24.1K
$3.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 7.13% |
$37.9K - $41.9K
|
6.01K
$828K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
398+ 1.9% |
$37.7K - $41.7K
|
21.3K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
397+ 15.0% |
$37.6K - $41.6K
|
3.04K
$419K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
396+ 3.95% |
$37.5K - $41.4K
|
10.4K
$1.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
393+ 9.66% |
$37.3K - $41.1K
|
4.46K
$615K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
390+ 2.98% |
$37K - $40.8K
|
13.5K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
386+ 6.5% |
$36.6K - $40.4K
|
6.33K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
386+ 15.59% |
$36.6K - $40.4K
|
2.86K
$394K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
382+ 15.84% |
$36.2K - $40K
|
2.79K
$385K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
382New |
$36.2K - $40K
|
382
$52.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
380+ 10.92% |
$36K - $39.8K
|
3.86K
$532K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
375+ 117.55% |
$35.6K - $39.2K
|
694
$95.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
375New |
$35.6K - $39.2K
|
375
$51.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
354+ 13.11% |
$33.6K - $37K
|
3.06K
$421K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
353+ 5.88% |
$33.5K - $36.9K
|
6.35K
$875K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
350+ 6.78% |
$33.2K - $36.6K
|
5.52K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
345+ 6.55% |
$32.7K - $36.1K
|
5.61K
$773K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
344+ 2.37% |
$32.6K - $36K
|
14.9K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
344+ 0.91% |
$32.6K - $36K
|
38.3K
$5.28M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
334+ 3.48% |
$31.7K - $35K
|
9.93K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
328+ 0.92% |
$31.1K - $34.3K
|
36.2K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
328+ 13.23% |
$31.1K - $34.3K
|
2.81K
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
324+ 8.12% |
$30.7K - $33.9K
|
4.32K
$595K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
320+ 2.27% |
$30.3K - $33.5K
|
14.4K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
319+ 7.34% |
$30.2K - $33.4K
|
4.67K
$643K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
316+ 60.08% |
$30K - $33.1K
|
842
$116K
|
|
|
Jan 19, 2022
Q4 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
315+ 0.7% |
$29.9K - $33K
|
45.4K
$6.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
312+ 1.54% |
$29.6K - $32.7K
|
20.5K
$2.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
311+ 9.84% |
$29.5K - $32.5K
|
3.47K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
309+ 2.53% |
$29.3K - $32.3K
|
12.5K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
307+ 2.31% |
$29.1K - $32.1K
|
13.6K
$1.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
300+ 6.05% |
$28.4K - $31.4K
|
5.26K
$724K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
300+ 12.88% |
$28.4K - $31.4K
|
2.63K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 6.21% |
$28.4K - $31.4K
|
5.13K
$707K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$41.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
299+ 2.15% |
$28.4K - $31.3K
|
14.2K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
297+ 0.7% |
$28.2K - $31.1K
|
42.7K
$5.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
290+ 7.39% |
$27.5K - $30.4K
|
4.21K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
288New |
$27.3K - $30.1K
|
288
$39.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
282New |
$26.7K - $29.5K
|
282
$38.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
276+ 1.25% |
$26.2K - $28.9K
|
22.3K
$3.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
276+ 13.21% |
$26.2K - $28.9K
|
2.37K
$326K
|