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
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-238- 5.1% |
$22.6K - $24.9K
|
4.43K
$567K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-241- 3.4% |
$22.9K - $25.2K
|
6.84K
$874K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-241- 1.96% |
$22.9K - $25.2K
|
12.1K
$1.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-242- 0.29% |
$22.9K - $25.3K
|
82.3K
$10.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-251- 7.01% |
$23.8K - $26.3K
|
3.33K
$426K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
SELL
|
- |
-252- 3.43% |
$23.9K - $26.4K
|
7.1K
$907K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-252- 0.52% |
$23.9K - $26.4K
|
48.4K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-253- 10.62% |
$24K - $26.5K
|
2.13K
$272K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-255- 3.34% |
$24.2K - $26.7K
|
7.39K
$944K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-255- 4.83% |
$24.2K - $26.7K
|
5.03K
$643K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-256- 1.97% |
$24.3K - $26.8K
|
12.7K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-258- 6.62% |
$24.5K - $27K
|
3.64K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-266- 4.48% |
$25.2K - $27.8K
|
5.67K
$725K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-271- 8.46% |
$25.7K - $28.4K
|
2.93K
$375K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-284- 42.9% |
$26.9K - $29.7K
|
378
$48.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-294- 0.23% |
$27.9K - $30.8K
|
127K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-297- 6.32% |
$28.2K - $31.1K
|
4.4K
$562K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-298- 6.16% |
$28.3K - $31.2K
|
4.54K
$580K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.71% |
$28.4K - $31.4K
|
41.9K
$5.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-305- 77.02% |
$28.9K - $31.9K
|
91
$11.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-306- 2.06% |
$29K - $32K
|
14.5K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-306Closed |
$29K - $32K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-318Closed |
$30.2K - $33.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-323- 3.01% |
$30.6K - $33.8K
|
10.4K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-325- 0.75% |
$30.8K - $34K
|
42.8K
$5.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-325- 12.38% |
$30.8K - $34K
|
2.3K
$294K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-326- 0.63% |
$30.9K - $34.1K
|
51K
$6.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-346- 3.61% |
$32.8K - $36.2K
|
9.24K
$1.18M
|
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-350- 5.74% |
$33.2K - $36.6K
|
5.75K
$735K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-350- 13.84% |
$33.2K - $36.6K
|
2.18K
$279K
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-354- 4.71% |
$33.6K - $37K
|
7.16K
$915K
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-360- 5.94% |
$34.1K - $37.7K
|
5.7K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-362- 8.35% |
$34.3K - $37.9K
|
3.97K
$508K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-370- 2.77% |
$35.1K - $38.7K
|
13K
$1.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-370- 9.25% |
$35.1K - $38.7K
|
3.63K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-370- 0.24% |
$35.1K - $38.7K
|
151K
$19.3M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-385- 8.77% |
$36.5K - $40.3K
|
4K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-386Closed |
$36.6K - $40.4K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-394- 1.11% |
$37.4K - $41.2K
|
35.3K
$4.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-397- 2.6% |
$37.6K - $41.6K
|
14.9K
$1.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-397- 17.72% |
$37.6K - $41.6K
|
1.84K
$236K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-400- 0.94% |
$37.9K - $41.9K
|
42.4K
$5.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-400- 0.98% |
$37.9K - $41.9K
|
40.3K
$5.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-400- 16.22% |
$37.9K - $41.9K
|
2.07K
$264K
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 1.16% |
$37.9K - $41.9K
|
34.1K
$4.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-401- 3.36% |
$38K - $42K
|
11.5K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-409- 5.05% |
$38.8K - $42.8K
|
7.7K
$984K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-415- 16.51% |
$39.4K - $43.4K
|
2.1K
$268K
|