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 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
270+ 10.38% |
$25.6K - $28.3K
|
2.87K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
259+ 5.42% |
$24.6K - $27.1K
|
5.04K
$644K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
252+ 7.77% |
$23.9K - $26.4K
|
3.49K
$447K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
252+ 1.87% |
$23.9K - $26.4K
|
13.7K
$1.76M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
250New |
$23.7K - $26.2K
|
250
$32K
|
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
BUY
|
- |
250+ 10.31% |
$23.7K - $26.2K
|
2.68K
$342K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
250+ 25.41% |
$23.7K - $26.2K
|
1.23K
$158K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
244+ 1.56% |
$23.1K - $25.5K
|
15.9K
$2.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
240+ 3.44% |
$22.8K - $25.1K
|
7.21K
$921K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
225New |
$21.3K - $23.5K
|
225
$28.8K
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
225New |
$21.3K - $23.5K
|
225
$28.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
224+ 1.98% |
$21.2K - $23.4K
|
11.5K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
219+ 20.26% |
$20.8K - $22.9K
|
1.3K
$166K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
218+ 46.38% |
$20.7K - $22.8K
|
688
$88K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
217+ 3.16% |
$20.6K - $22.7K
|
7.08K
$905K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
212+ 1.12% |
$20.1K - $22.2K
|
19.2K
$2.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
205+ 0.86% |
$19.4K - $21.5K
|
24.1K
$3.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
200+ 2.22% |
$19K - $20.9K
|
9.2K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
200+ 5.56% |
$19K - $20.9K
|
3.8K
$486K
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
200+ 1.29% |
$19K - $20.9K
|
15.7K
$2M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$19K - $20.9K
|
200
$25.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
200+ 2.74% |
$19K - $20.9K
|
7.49K
$957K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
200+ 66.67% |
$19K - $20.9K
|
500
$63.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
200+ 0.33% |
$19K - $20.9K
|
61.1K
$7.81M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
199+ 2.4% |
$18.9K - $20.8K
|
8.5K
$1.09M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
198+ 2.43% |
$18.8K - $20.7K
|
8.35K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 1.51% |
$18.8K - $20.7K
|
13.3K
$1.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
197+ 0.16% |
$18.7K - $20.6K
|
123K
$15.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
194+ 3.44% |
$18.4K - $20.3K
|
5.84K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
194+ 24.04% |
$18.4K - $20.3K
|
1K
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
193+ 7.08% |
$18.3K - $20.2K
|
2.92K
$373K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
190New |
$18K - $19.9K
|
190
$24.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
179+ 447.5% |
$17K - $18.7K
|
219
$28K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
174+ 1.23% |
$16.5K - $18.2K
|
14.3K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
174New |
$16.5K - $18.2K
|
174
$22.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
165+ 3.37% |
$15.6K - $17.3K
|
5.07K
$648K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
161+ 3.14% |
$15.3K - $16.9K
|
5.29K
$677K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160+ 5.97% |
$15.2K - $16.7K
|
2.84K
$363K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
159+ 5.2% |
$15.1K - $16.6K
|
3.22K
$412K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
158+ 1.68% |
$15K - $16.5K
|
9.59K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
156+ 2.16% |
$14.8K - $16.3K
|
7.39K
$945K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
156New |
$14.8K - $16.3K
|
156
$19.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
156+ 6.1% |
$14.8K - $16.3K
|
2.71K
$347K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
156+ 3.0% |
$14.8K - $16.3K
|
5.36K
$685K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
155+ 4.84% |
$14.7K - $16.2K
|
3.36K
$429K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
154+ 12.9% |
$14.6K - $16.1K
|
1.35K
$172K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
153+ 0.65% |
$14.5K - $16K
|
23.7K
$3.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
152+ 5.5% |
$14.4K - $15.9K
|
2.92K
$373K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
150+ 6.0% |
$14.2K - $15.7K
|
2.65K
$339K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
150+ 31.71% |
$14.2K - $15.7K
|
623
$79.7K
|