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 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.8KNew |
$1.21M - $1.34M
|
12.8K
$1.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
12.8KNew |
$1.21M - $1.33M
|
12.8K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.7K+ 87.6% |
$1.2M - $1.33M
|
27.2K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
12.6KNew |
$1.19M - $1.32M
|
12.6K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12.5K+ 0.99% |
$1.19M - $1.31M
|
1.28M
$175M
|
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
12.4KNew |
$1.18M - $1.3M
|
12.4K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
12.4KNew |
$1.18M - $1.3M
|
12.4K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$1.17M - $1.29M
|
12.4K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
12.3K+ 0.25% |
$1.16M - $1.29M
|
4.94M
$672M
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
12.3KNew |
$1.16M - $1.28M
|
12.3K
$1.67M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$1.13M - $1.25M
|
11.9K
$1.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.9K+ 50.62% |
$1.13M - $1.25M
|
35.5K
$4.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 387.01% |
$1.12M - $1.23M
|
14.8K
$2.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 22.31% |
$1.11M - $1.22M
|
64K
$8.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.4K+ 13.0% |
$1.08M - $1.2M
|
99.3K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.3K+ 3.07% |
$1.07M - $1.18M
|
380K
$51.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
11.3K+ 0.33% |
$1.07M - $1.18M
|
3.41M
$464M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
11.2K+ 102.87% |
$1.06M - $1.18M
|
22.1K
$3.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.06M - $1.17M
|
11.2K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$1.06M - $1.16M
|
11.1K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.1KNew |
$1.05M - $1.16M
|
11.1K
$1.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1K+ 5.79% |
$1.05M - $1.16M
|
202K
$27.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
10.8K+ 252.43% |
$1.02M - $1.13M
|
15.1K
$2.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
10.8KNew |
$1.02M - $1.13M
|
10.8K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.5K+ 2.83% |
$996K - $1.1M
|
382K
$51.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
10.5K+ 41.57% |
$991K - $1.09M
|
35.6K
$4.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.4KNew |
$984K - $1.09M
|
10.4K
$1.41M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
10.2K+ 25.36% |
$971K - $1.07M
|
50.6K
$6.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
10.2KNew |
$969K - $1.07M
|
10.2K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.2K+ 4.71% |
$968K - $1.07M
|
227K
$30.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Deltec Asset Management LLC
|
BUY
|
- |
10.2K+ 48.57% |
$967K - $1.07M
|
31.2K
$4.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.1K+ 69.22% |
$954K - $1.05M
|
24.6K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.1KNew |
$954K - $1.05M
|
10.1K
$1.37M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$948K - $1.05M
|
10K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
10K+ 66.67% |
$948K - $1.05M
|
25K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.8K+ 32.45% |
$930K - $1.03M
|
40K
$5.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
9.32K+ 6.47% |
$884K - $975K
|
153K
$20.8M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.17KNew |
$869K - $960K
|
9.17K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.1K+ 2.92% |
$863K - $952K
|
321K
$43.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
9.07KNew |
$860K - $949K
|
9.07K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
9.02K+ 353.86% |
$855K - $944K
|
11.6K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
9K+ 6.46% |
$853K - $942K
|
148K
$20.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
8.88KNew |
$842K - $929K
|
8.88K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.85KNew |
$839K - $926K
|
8.85K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
8.75K+ 168.44% |
$830K - $916K
|
13.9K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
BUY
|
- |
8.37K+ 2.66% |
$793K - $876K
|
323K
$44M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.21K+ 110.23% |
$778K - $859K
|
15.7K
$2.13M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8.19KNew |
$776K - $857K
|
8.19K
$1.11M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
8.13K+ 16.99% |
$770K - $850K
|
56K
$7.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.82KNew |
$741K - $818K
|
7.82K
$1.06M
|