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 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$2.43M - $2.68M
|
25.6K
$3.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
25.6K+ 78.77% |
$2.43M - $2.68M
|
58.1K
$7.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
25.1K+ 4.72% |
$2.38M - $2.62M
|
556K
$75.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
23.1KNew |
$2.19M - $2.42M
|
23.1K
$3.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 8.03% |
$2.18M - $2.4M
|
309K
$42M
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
22.9K+ 7.51% |
$2.17M - $2.4M
|
328K
$44.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Abeille Asset Management Sa
|
BUY
|
- |
22.6KNew |
$2.14M - $2.36M
|
22.6K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
21.1KNew |
$2M - $2.21M
|
21.1K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
21K+ 25.53% |
$1.99M - $2.2M
|
103K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
21K+ 5.79% |
$1.99M - $2.2M
|
384K
$52.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
20.9K+ 169.59% |
$1.98M - $2.19M
|
33.3K
$4.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.3K+ 175.04% |
$1.92M - $2.12M
|
31.8K
$4.33M
|
|
|
Feb 15, 2022
Q4 2021
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
20K+ 111.11% |
$1.9M - $2.09M
|
38K
$5.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
19.8K+ 23.39% |
$1.88M - $2.07M
|
104K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.5K+ 145.92% |
$1.85M - $2.04M
|
32.9K
$4.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
19.4K+ 8.21% |
$1.84M - $2.03M
|
255K
$34.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
19.3K+ 24.84% |
$1.83M - $2.03M
|
97.3K
$13.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1K+ 36.68% |
$1.81M - $2M
|
71K
$9.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
18.8K+ 3.98% |
$1.78M - $1.96M
|
490K
$66.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
18.4K+ 9.68% |
$1.74M - $1.92M
|
208K
$28.3M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
18.2KNew |
$1.72M - $1.9M
|
18.2K
$2.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
18.1K+ 12.67% |
$1.71M - $1.89M
|
161K
$21.9M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
18.1K+ 12.67% |
$1.71M - $1.89M
|
161K
$21.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
18K+ 3.48% |
$1.71M - $1.88M
|
535K
$72.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
17K+ 9815.61% |
$1.61M - $1.78M
|
17.2K
$2.33M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.8KNew |
$1.6M - $1.76M
|
16.8K
$2.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
16.7K+ 21.09% |
$1.58M - $1.74M
|
95.7K
$13M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
16.4KNew |
$1.55M - $1.72M
|
16.4K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16K+ 25.96% |
$1.52M - $1.67M
|
77.6K
$10.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
15.8KNew |
$1.5M - $1.66M
|
15.8K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
15.6KNew |
$1.48M - $1.64M
|
15.6K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 13.79% |
$1.48M - $1.63M
|
129K
$17.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
15.3KNew |
$1.45M - $1.6M
|
15.3K
$2.08M
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
15KNew |
$1.42M - $1.57M
|
15K
$2.04M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
15KNew |
$1.42M - $1.57M
|
15K
$2.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14.9KNew |
$1.41M - $1.56M
|
14.9K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
14.8K+ 22.35% |
$1.4M - $1.55M
|
81K
$11M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.8K+ 132.6% |
$1.4M - $1.55M
|
25.9K
$3.53M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.7K+ 51.85% |
$1.4M - $1.54M
|
43.2K
$5.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
14.7K+ 17.33% |
$1.4M - $1.54M
|
99.8K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 34.43% |
$1.37M - $1.51M
|
56.2K
$7.65M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
14.4KNew |
$1.36M - $1.51M
|
14.4K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
14.4K+ 31.71% |
$1.36M - $1.51M
|
59.7K
$8.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Salzhauer Michael
|
BUY
|
- |
14K+ 196.08% |
$1.33M - $1.47M
|
21.1K
$2.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
13.7K+ 77.37% |
$1.3M - $1.44M
|
31.5K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
13.6KNew |
$1.29M - $1.43M
|
13.6K
$1.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13.3KNew |
$1.27M - $1.4M
|
13.3K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
13.1KNew |
$1.24M - $1.37M
|
13.1K
$1.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Sciencast Management LP
|
BUY
|
- |
13K+ 60.19% |
$1.23M - $1.36M
|
34.6K
$4.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13K+ 224.75% |
$1.23M - $1.36M
|
18.8K
$2.55M
|