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
|
Keystone Financial Group
|
SELL
|
- |
-20- 0.78% |
$1.9K - $2.09K
|
2.56K
$327K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.69% |
$1.9K - $2.09K
|
2.87K
$367K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-20- 0.47% |
$1.9K - $2.09K
|
4.21K
$538K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-21- 0.26% |
$1.99K - $2.2K
|
8.15K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-22- 0.26% |
$2.09K - $2.3K
|
8.51K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22- 0.8% |
$2.09K - $2.3K
|
2.73K
$350K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-23- 0.23% |
$2.18K - $2.41K
|
9.99K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-23- 0.2% |
$2.18K - $2.41K
|
11.3K
$1.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$2.47K - $2.72K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-27- 0.75% |
$2.56K - $2.83K
|
3.56K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-34Closed |
$3.22K - $3.56K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-35- 18.42% |
$3.32K - $3.66K
|
155
$19.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-35- 1.53% |
$3.32K - $3.66K
|
2.26K
$289K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-36- 0.6% |
$3.41K - $3.77K
|
5.95K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 0.95% |
$3.51K - $3.87K
|
3.87K
$495K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-38- 0.81% |
$3.6K - $3.98K
|
4.64K
$593K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 5.56% |
$3.7K - $4.08K
|
663
$84.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-42- 0.13% |
$3.98K - $4.4K
|
33.4K
$4.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 1.02% |
$3.98K - $4.4K
|
4.09K
$522K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-43Closed |
$4.08K - $4.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-48- 1.15% |
$4.55K - $5.02K
|
4.13K
$528K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-50- 2.18% |
$4.74K - $5.23K
|
2.24K
$286K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.12% |
$4.74K - $5.23K
|
40.3K
$5.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-50- 2.36% |
$4.74K - $5.23K
|
2.07K
$265K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-51- 0.17% |
$4.84K - $5.34K
|
30K
$3.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-55- 0.03% |
$5.22K - $5.76K
|
188K
$24M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-56- 2.01% |
$5.31K - $5.86K
|
2.74K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-56Closed |
$5.31K - $5.86K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-61- 1.33% |
$5.78K - $6.38K
|
4.54K
$580K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-62- 1.05% |
$5.88K - $6.49K
|
5.84K
$746K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-62- 1.5% |
$5.88K - $6.49K
|
4.06K
$519K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64- 0.78% |
$6.07K - $6.7K
|
8.17K
$1.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-66- 1.26% |
$6.26K - $6.91K
|
5.19K
$663K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-67- 2.58% |
$6.35K - $7.01K
|
2.53K
$324K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-67- 0.57% |
$6.35K - $7.01K
|
11.8K
$1.5M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-67Closed |
$6.35K - $7.01K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-69- 0.93% |
$6.54K - $7.22K
|
7.38K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-70- 1.86% |
$6.64K - $7.33K
|
3.7K
$473K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-71- 1.73% |
$6.73K - $7.43K
|
4.04K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-75- 1.55% |
$7.11K - $7.85K
|
4.76K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.6% |
$7.11K - $7.85K
|
12.5K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-76Closed |
$7.21K - $7.95K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-82- 0.03% |
$7.78K - $8.58K
|
247K
$31.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-83- 0.69% |
$7.87K - $8.69K
|
12K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84- 1.01% |
$7.96K - $8.79K
|
8.21K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-85- 3.3% |
$8.06K - $8.9K
|
2.49K
$318K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 0.3% |
$8.44K - $9.31K
|
29.6K
$3.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-90- 0.8% |
$8.53K - $9.42K
|
11.2K
$1.43M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-91- 87.5% |
$8.63K - $9.52K
|
13
$1.66K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-93- 3.32% |
$8.82K - $9.73K
|
2.71K
$347K
|