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 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-777- 6.55% |
$73.7K - $81.3K
|
11.1K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-785- 36.41% |
$74.4K - $82.2K
|
1.37K
$175K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-790- 5.99% |
$74.9K - $82.7K
|
12.4K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-801- 2.48% |
$76K - $83.8K
|
31.5K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-802- 13.15% |
$76K - $83.9K
|
5.3K
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-809- 1.02% |
$76.7K - $84.7K
|
78.6K
$10M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-823- 1.21% |
$78K - $86.1K
|
67.4K
$8.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-831- 4.58% |
$78.8K - $87K
|
17.3K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-852- 1.98% |
$80.8K - $89.2K
|
42.2K
$5.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-866- 17.4% |
$82.1K - $90.6K
|
4.11K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-869- 21.36% |
$82.4K - $90.9K
|
3.2K
$409K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 0.99% |
$85.3K - $94.2K
|
90K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-903- 28.88% |
$85.6K - $94.5K
|
2.22K
$284K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-928- 9.73% |
$88K - $97.1K
|
8.61K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-944- 0.6% |
$89.5K - $98.8K
|
156K
$20M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-944- 29.56% |
$89.5K - $98.8K
|
2.25K
$288K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-944- 6.38% |
$89.5K - $98.8K
|
13.8K
$1.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-950- 42.64% |
$90.1K - $99.4K
|
1.28K
$163K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-961- 3.5% |
$91.1K - $101K
|
26.5K
$3.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-964- 22.13% |
$91.4K - $101K
|
3.39K
$434K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-989- 4.37% |
$93.8K - $104K
|
21.6K
$2.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1K- 8.18% |
$94.8K - $105K
|
11.2K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.01K- 0.97% |
$95.4K - $105K
|
103K
$13.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-1.02K- 18.14% |
$96.8K - $107K
|
4.61K
$589K
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.04K- 3.52% |
$98.3K - $109K
|
28.4K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.04K- 0.35% |
$99K - $109K
|
294K
$37.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.06K- 3.08% |
$100K - $111K
|
33.3K
$4.26M
|
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.09K- 4.7% |
$103K - $114K
|
22.1K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-1.1K- 1.46% |
$104K - $115K
|
73.8K
$9.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.1K- 4.88% |
$104K - $115K
|
21.4K
$2.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.12K- 10.24% |
$106K - $117K
|
9.82K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
SELL
|
- |
-1.12K- 3.48% |
$106K - $118K
|
31.2K
$3.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.13K- 10.12% |
$107K - $118K
|
10K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.13K- 14.03% |
$107K - $118K
|
6.93K
$886K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.14K- 7.76% |
$108K - $119K
|
13.5K
$1.73M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.15K- 30.63% |
$109K - $121K
|
2.61K
$334K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.16K- 1.58% |
$110K - $121K
|
72.1K
$9.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.17KClosed |
$111K - $123K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.2K- 13.16% |
$113K - $125K
|
7.9K
$1.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.21K- 3.14% |
$114K - $126K
|
37.2K
$4.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$115K - $127K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.26K- 5.14% |
$119K - $132K
|
23.2K
$2.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.29K- 37.25% |
$122K - $135K
|
2.17K
$277K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.31K- 10.99% |
$124K - $137K
|
10.6K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.31K- 5.6% |
$124K - $137K
|
22.1K
$2.82M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 30.28% |
$126K - $139K
|
3.07K
$392K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.35K- 3.96% |
$128K - $141K
|
32.8K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 22.14% |
$137K - $152K
|
5.1K
$652K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.46K- 22.05% |
$138K - $152K
|
5.15K
$659K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.47K- 5.2% |
$139K - $154K
|
26.8K
$3.43M
|