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 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-95- 1.44% |
$9.01K - $9.94K
|
6.52K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 1.02% |
$9.01K - $9.94K
|
9.18K
$1.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-96- 1.86% |
$9.1K - $10K
|
5.06K
$646K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-98- 14.08% |
$9.29K - $10.3K
|
598
$76.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 0.5% |
$9.48K - $10.5K
|
19.7K
$2.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-100Closed |
$9.48K - $10.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-105Closed |
$9.96K - $11K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-109- 2.52% |
$10.3K - $11.4K
|
4.21K
$538K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-111- 4.1% |
$10.5K - $11.6K
|
2.6K
$332K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-115- 2.22% |
$10.9K - $12K
|
5.08K
$649K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-118- 0.24% |
$11.2K - $12.3K
|
48.5K
$6.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 0.79% |
$11.3K - $12.5K
|
14.9K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 3.11% |
$11.9K - $13.1K
|
3.89K
$498K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-128Closed |
$12.1K - $13.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
SELL
|
- |
-131- 2.74% |
$12.4K - $13.7K
|
4.65K
$594K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-132- 0.73% |
$12.5K - $13.8K
|
17.9K
$2.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-138- 1.48% |
$13.1K - $14.4K
|
9.17K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-147- 1.07% |
$13.9K - $15.4K
|
13.6K
$1.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-147- 1.16% |
$13.9K - $15.4K
|
12.5K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-150- 3.28% |
$14.2K - $15.7K
|
4.42K
$565K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-150- 4.32% |
$14.2K - $15.7K
|
3.32K
$424K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-150- 2.91% |
$14.2K - $15.7K
|
5.01K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-150- 2.28% |
$14.2K - $15.7K
|
6.43K
$822K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-152- 0.25% |
$14.4K - $15.9K
|
59.6K
$7.62M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-155- 6.57% |
$14.7K - $16.2K
|
2.21K
$282K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-155- 0.22% |
$14.7K - $16.2K
|
70.2K
$8.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-155- 6.81% |
$14.7K - $16.2K
|
2.12K
$271K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-157- 0.17% |
$14.9K - $16.4K
|
92.1K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-159- 1.19% |
$15.1K - $16.6K
|
13.2K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-161- 1.53% |
$15.3K - $16.9K
|
10.4K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-161- 0.04% |
$15.3K - $16.9K
|
416K
$53.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-165- 0.39% |
$15.6K - $17.3K
|
42.1K
$5.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-169- 2.16% |
$16K - $17.7K
|
7.64K
$977K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-173- 7.56% |
$16.4K - $18.1K
|
2.12K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-176Closed |
$16.7K - $18.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-181- 0.39% |
$17.2K - $18.9K
|
45.7K
$5.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-183- 6.39% |
$17.4K - $19.2K
|
2.68K
$343K
|
|
|
Feb 01, 2022
Q4 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-194- 1.2% |
$18.4K - $20.3K
|
15.9K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-197Closed |
$18.7K - $20.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-198- 2.92% |
$18.8K - $20.7K
|
6.59K
$843K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-200- 4.94% |
$19K - $20.9K
|
3.85K
$492K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 2.61% |
$19K - $20.9K
|
7.48K
$956K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-200- 4.23% |
$19K - $20.9K
|
4.53K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-200- 7.31% |
$19K - $20.9K
|
2.54K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-202- 10.27% |
$19.2K - $21.1K
|
1.77K
$226K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-205- 0.74% |
$19.4K - $21.5K
|
27.6K
$3.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-209- 1.86% |
$19.8K - $21.9K
|
11K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-215Closed |
$20.4K - $22.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-223- 4.58% |
$21.1K - $23.3K
|
4.64K
$593K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-229- 0.26% |
$21.7K - $24K
|
87K
$11.1M
|