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 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
17New |
$1.61K - $1.78K
|
17
$2.17K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
16+ 0.09% |
$1.52K - $1.67K
|
17.4K
$2.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
15+ 0.27% |
$1.42K - $1.57K
|
5.61K
$717K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
14+ 0.38% |
$1.33K - $1.47K
|
3.73K
$476K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14+ 0.33% |
$1.33K - $1.47K
|
4.28K
$548K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.71% |
$1.23K - $1.36K
|
1.84K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
13+ 0.43% |
$1.23K - $1.36K
|
3.01K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12+ 3.0% |
$1.14K - $1.26K
|
412
$52.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.29% |
$1.14K - $1.26K
|
4.1K
$524K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 1.38% |
$1.14K - $1.26K
|
881
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
11+ 0.35% |
$1.04K - $1.15K
|
3.17K
$406K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 2.04% |
$948 - $1.05K
|
500
$63.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.68% |
$853 - $942
|
1.34K
$171K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.01% |
$853 - $942
|
85.9K
$11M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.15% |
$853 - $942
|
5.92K
$756K
|
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
8+ 0.1% |
$759 - $837
|
7.9K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 0.39% |
$759 - $837
|
2.08K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.73% |
$759 - $837
|
1.1K
$141K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
6+ 0.45% |
$569 - $628
|
1.33K
$170K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 2.0% |
$569 - $628
|
306
$39.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
5+ 0.47% |
$474 - $523
|
1.07K
$136K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.08% |
$474 - $523
|
6.18K
$791K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$474 - $523
|
3.51K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.13% |
$474 - $523
|
3.92K
$502K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.45% |
$379 - $419
|
889
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.53% |
$379 - $419
|
760
$97.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$379 - $419
|
6.5K
$831K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
3+ 0.01% |
$284 - $314
|
26.3K
$3.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.29% |
$190 - $209
|
682
$87.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$94.8 - $105
|
1.94K
$248K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1New |
$94.8 - $105
|
1
$128
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$94.8 - $105
|
5.49K
$702K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.26% |
$94.8 - $105
|
381
$48.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1Closed |
$94.8 - $105
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2- -0.0% |
$190 - $209
|
81.7K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$190 - $209
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2- 0.06% |
$190 - $209
|
3.19K
$408K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.03% |
$284 - $314
|
11K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4- 0.07% |
$379 - $419
|
5.48K
$701K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5- 20.0% |
$474 - $523
|
20
$2.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.17% |
$474 - $523
|
2.96K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.11% |
$569 - $628
|
5.4K
$690K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-7- 7.14% |
$664 - $733
|
91
$11.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8- 0.25% |
$759 - $837
|
3.24K
$414K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-8- 0.36% |
$759 - $837
|
2.21K
$282K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11- 2.16% |
$1.04K - $1.15K
|
499
$63.8K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.68% |
$1.61K - $1.78K
|
2.5K
$319K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-18- 0.07% |
$1.71K - $1.88K
|
25.3K
$3.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-19- 0.53% |
$1.8K - $1.99K
|
3.58K
$457K
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-20- 0.88% |
$1.9K - $2.09K
|
2.25K
$288K
|