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
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.49K- 10.25% |
$141K - $156K
|
13.1K
$1.67M
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.53K- 49.24% |
$145K - $160K
|
1.57K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.54K- 38.62% |
$146K - $161K
|
2.44K
$312K
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.54K- 3.11% |
$146K - $161K
|
47.8K
$6.12M
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$146K - $162K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.55K- 13.96% |
$147K - $162K
|
9.54K
$1.22M
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.56K- 5.92% |
$148K - $164K
|
24.8K
$3.18M
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.59K- 2.28% |
$151K - $167K
|
68.4K
$8.74M
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.61K- 13.62% |
$153K - $168K
|
10.2K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.62K- 0.96% |
$153K - $169K
|
166K
$21.2M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.64KClosed |
$156K - $172K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.75K- 5.9% |
$165K - $183K
|
27.8K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.76K- 3.96% |
$167K - $184K
|
42.6K
$5.44M
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.77K- 3.12% |
$168K - $185K
|
54.8K
$7.01M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.77K- 1.84% |
$168K - $185K
|
94.5K
$12.1M
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.79K- 0.73% |
$170K - $187K
|
243K
$31.1M
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.79K- 32.5% |
$170K - $187K
|
3.72K
$476K
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.8K- 12.64% |
$171K - $188K
|
12.4K
$1.59M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.8KClosed |
$171K - $189K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.81K- 26.46% |
$172K - $190K
|
5.04K
$644K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.86K- 16.95% |
$177K - $195K
|
9.13K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.89K- 19.28% |
$179K - $198K
|
7.92K
$1.01M
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.9K- 20.69% |
$180K - $198K
|
7.27K
$929K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.9K- 1.87% |
$180K - $199K
|
99.7K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.91K- 13.8% |
$181K - $200K
|
12K
$1.53M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.03K- 30.23% |
$192K - $212K
|
4.68K
$598K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.05K- 4.37% |
$194K - $215K
|
44.9K
$5.74M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.07KClosed |
$197K - $217K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.09KClosed |
$198K - $218K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.13K- 31.65% |
$202K - $223K
|
4.6K
$588K
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.13K- 22.44% |
$202K - $223K
|
7.36K
$942K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.15K- 2.61% |
$204K - $225K
|
80.1K
$10.2M
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-2.16KClosed |
$205K - $226K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.18K- 38.39% |
$206K - $228K
|
3.49K
$446K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.18K- 32.7% |
$207K - $228K
|
4.48K
$573K
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.19KClosed |
$208K - $230K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.2KClosed |
$209K - $230K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.22K- 8.15% |
$210K - $232K
|
25K
$3.19M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23KClosed |
$211K - $233K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-2.24K- 2.04% |
$213K - $235K
|
108K
$13.8M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-2.29K- 8.08% |
$217K - $240K
|
26.1K
$3.33M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.3K- 19.57% |
$218K - $241K
|
9.47K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-2.32K- 10.97% |
$220K - $243K
|
18.9K
$2.41M
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.35K- 98.37% |
$223K - $246K
|
39
$4.99K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.36K- 15.13% |
$224K - $247K
|
13.2K
$1.69M
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.36K- 20.37% |
$224K - $247K
|
9.23K
$1.18M
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.37K- 13.99% |
$224K - $248K
|
14.6K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.4K- 0.54% |
$228K - $251K
|
443K
$56.6M
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.4KClosed |
$228K - $251K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.43K- 25.8% |
$230K - $254K
|
6.98K
$892K
|