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 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.44K- 2.82% |
$231K - $255K
|
84K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 14.53% |
$232K - $256K
|
14.4K
$1.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-2.46KClosed |
$233K - $257K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-2.48K- 25.18% |
$236K - $260K
|
7.38K
$944K
|
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-2.5K- 0.35% |
$237K - $262K
|
709K
$90.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.51K- 6.02% |
$238K - $262K
|
39.1K
$5M
|
|
|
Feb 14, 2022
Q4 2021
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-2.51K- 17.84% |
$238K - $263K
|
11.6K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.53K- 8.03% |
$240K - $265K
|
28.9K
$3.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.54KClosed |
$241K - $266K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-2.55K- 6.75% |
$242K - $267K
|
35.3K
$4.51M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.61K- 33.07% |
$247K - $273K
|
5.28K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.63K- 23.14% |
$250K - $276K
|
8.75K
$1.12M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-2.68KClosed |
$254K - $280K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.68K- 0.22% |
$254K - $280K
|
1.19M
$152M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-2.69K- 2.6% |
$255K - $281K
|
101K
$12.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.73KClosed |
$258K - $285K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.74K- 5.46% |
$259K - $286K
|
47.3K
$6.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.74K- 1.5% |
$259K - $286K
|
180K
$23M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.74K- 2.41% |
$259K - $286K
|
111K
$14.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.74K- 6.15% |
$260K - $287K
|
41.8K
$5.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 6.96% |
$265K - $292K
|
37.4K
$4.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.8KClosed |
$266K - $293K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.84K- 64.01% |
$269K - $297K
|
1.6K
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-2.86K- 1.03% |
$271K - $300K
|
274K
$35.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-2.87K- 2.23% |
$272K - $300K
|
126K
$16.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.88K- 44.56% |
$273K - $301K
|
3.58K
$457K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$275K - $303K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.9KClosed |
$275K - $304K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.97K- 24.16% |
$281K - $310K
|
9.31K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3K- 1.22% |
$284K - $314K
|
243K
$31.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.02KClosed |
$287K - $316K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.03K- 12.15% |
$287K - $317K
|
21.9K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.04K- 12.14% |
$288K - $318K
|
22K
$2.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.1K- 60.0% |
$294K - $325K
|
2.07K
$264K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.18K- 6.51% |
$301K - $333K
|
45.6K
$5.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.18K- 2.14% |
$301K - $333K
|
145K
$18.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.2K- 60.66% |
$304K - $335K
|
2.08K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-3.25K- 3.89% |
$308K - $340K
|
80.4K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.29K- 1.01% |
$312K - $344K
|
321K
$41.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.29K- 0.1% |
$312K - $344K
|
3.37M
$430M
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.31KClosed |
$314K - $347K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-3.34K- 12.51% |
$317K - $350K
|
23.4K
$2.99M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-3.36K- 25.91% |
$318K - $351K
|
9.59K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.37KClosed |
$319K - $352K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.41K- 30.5% |
$323K - $357K
|
7.77K
$993K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.43K- 0.56% |
$325K - $359K
|
610K
$78M
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.49K- 1.66% |
$331K - $365K
|
206K
$26.4M
|
|
|
Feb 14, 2022
Q4 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-3.51KClosed |
$333K - $368K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$343K - $379K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-3.64K- 1.22% |
$345K - $381K
|
294K
$37.6M
|