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 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-432- 14.79% |
$41K - $45.2K
|
2.49K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-433- 0.2% |
$41.1K - $45.3K
|
211K
$27M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-435- 0.51% |
$41.2K - $45.5K
|
85.5K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-438- 22.79% |
$41.5K - $45.8K
|
1.48K
$190K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-442- 3.34% |
$41.9K - $46.3K
|
12.8K
$1.63M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-444- 15.13% |
$42.1K - $46.5K
|
2.49K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-454Closed |
$43K - $47.5K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-460- 1.19% |
$43.6K - $48.1K
|
38K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-465- 0.71% |
$44.1K - $48.7K
|
64.9K
$8.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-466- 1.78% |
$44.2K - $48.8K
|
25.7K
$3.28M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-471- 9.59% |
$44.7K - $49.3K
|
4.44K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-473- 8.1% |
$44.8K - $49.5K
|
5.37K
$686K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-489- 23.61% |
$46.4K - $51.2K
|
1.58K
$202K
|
|
|
Feb 09, 2022
Q4 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-490- 1.08% |
$46.5K - $51.3K
|
44.8K
$5.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-492- 19.37% |
$46.7K - $51.5K
|
2.05K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Independent Investors Inc
|
SELL
|
- |
-500- 5.74% |
$47.4K - $52.3K
|
8.22K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
P.A.W. Capital Corp
|
SELL
|
- |
-500- 5.56% |
$47.4K - $52.3K
|
8.5K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 13.89% |
$47.4K - $52.3K
|
3.1K
$396K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 6.25% |
$47.4K - $52.3K
|
7.5K
$958K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-502- 0.83% |
$47.6K - $52.5K
|
59.8K
$7.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-509- 5.78% |
$48.3K - $53.3K
|
8.3K
$1.06M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-514- 4.87% |
$48.7K - $53.8K
|
10K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-515- 1.9% |
$48.8K - $53.9K
|
26.6K
$3.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-521- 7.03% |
$49.4K - $54.5K
|
6.89K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-533- 8.42% |
$50.5K - $55.8K
|
5.8K
$741K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-539- 3.77% |
$51.1K - $56.4K
|
13.8K
$1.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-549- 2.71% |
$52.1K - $57.5K
|
19.7K
$2.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-570- 0.38% |
$54K - $59.7K
|
151K
$19.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-577- 1.39% |
$54.7K - $60.4K
|
41.1K
$5.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-585- 1.95% |
$55.5K - $61.2K
|
29.3K
$3.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-587- 0.48% |
$55.7K - $61.4K
|
121K
$15.5M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-593- 8.42% |
$56.2K - $62.1K
|
6.45K
$824K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-599- 19.03% |
$56.8K - $62.7K
|
2.55K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-611- 2.22% |
$57.9K - $63.9K
|
26.9K
$3.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-613- 1.7% |
$58.1K - $64.2K
|
35.6K
$4.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-625- 12.83% |
$59.3K - $65.4K
|
4.25K
$543K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-626- 13.28% |
$59.4K - $65.5K
|
4.09K
$523K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-647- 11.63% |
$61.3K - $67.7K
|
4.92K
$629K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 35.87% |
$62.5K - $69K
|
1.18K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-659Closed |
$62.5K - $69K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-665- 4.56% |
$63.1K - $69.6K
|
13.9K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-677- 3.01% |
$64.2K - $70.9K
|
21.8K
$2.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-693Closed |
$65.7K - $72.5K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-728- 5.86% |
$69K - $76.2K
|
11.7K
$1.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-735- 23.44% |
$69.7K - $76.9K
|
2.4K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-742- 3.45% |
$70.4K - $77.7K
|
20.8K
$2.66M
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-744- 2.86% |
$70.5K - $77.9K
|
25.2K
$3.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-750- 8.22% |
$71.1K - $78.5K
|
8.38K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-758- 5.24% |
$71.9K - $79.3K
|
13.7K
$1.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-777- 36.14% |
$73.7K - $81.3K
|
1.37K
$176K
|