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 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
7.66K+ 98.07% |
$726K - $802K
|
15.5K
$1.96M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.62K+ 160.36% |
$722K - $797K
|
12.4K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.61KNew |
$722K - $797K
|
7.61K
$966K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.55KNew |
$716K - $790K
|
7.55K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.52KNew |
$713K - $787K
|
7.52K
$954K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.43K+ 60.33% |
$704K - $778K
|
19.7K
$2.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.41K+ 9.05% |
$703K - $776K
|
89.3K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
7.38K+ 26.65% |
$700K - $773K
|
35.1K
$4.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
7.36KNew |
$697K - $770K
|
7.36K
$933K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.35K+ 23.19% |
$697K - $770K
|
39.1K
$4.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.29K+ 23.83% |
$691K - $763K
|
37.9K
$4.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.23KNew |
$686K - $757K
|
7.23K
$918K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7K+ 21.73% |
$663K - $732K
|
39.2K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7K+ 12.3% |
$663K - $732K
|
63.9K
$8.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
6.89K+ 3.13% |
$653K - $721K
|
227K
$28.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
6.87K+ 13.17% |
$651K - $718K
|
59K
$7.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
6.81K+ 22.75% |
$646K - $713K
|
36.7K
$4.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.78KNew |
$643K - $710K
|
6.78K
$861K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.61KNew |
$627K - $692K
|
6.61K
$839K
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.54K+ 50.37% |
$620K - $684K
|
19.5K
$2.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
6.53K+ 35.57% |
$619K - $684K
|
24.9K
$3.16M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.48K+ 31.29% |
$615K - $679K
|
27.2K
$3.45M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
6.45KNew |
$612K - $675K
|
6.45K
$819K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.37KNew |
$604K - $666K
|
6.37K
$808K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.33K+ 4.7% |
$600K - $662K
|
141K
$17.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.27K+ 6.44% |
$594K - $656K
|
104K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.25KNew |
$593K - $654K
|
6.25K
$793K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.14K+ 61.36% |
$582K - $643K
|
16.2K
$2.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.11KNew |
$580K - $640K
|
6.11K
$776K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
6.06K+ 42.59% |
$575K - $634K
|
20.3K
$2.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.05KNew |
$574K - $634K
|
6.05K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.02K+ 125.87% |
$571K - $630K
|
10.8K
$1.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
6K+ 93.45% |
$568K - $627K
|
12.4K
$1.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$567K - $626K
|
5.98K
$759K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.83K+ 13.37% |
$553K - $610K
|
49.4K
$6.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.82K+ 94.65% |
$552K - $609K
|
12K
$1.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.8K+ 32.74% |
$550K - $607K
|
23.5K
$2.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.72K+ 4.62% |
$542K - $598K
|
130K
$16.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.7K+ 5.86% |
$540K - $596K
|
103K
$13.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.67K+ 8.98% |
$538K - $594K
|
68.8K
$8.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.6K+ 1.93% |
$531K - $586K
|
296K
$37.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.49K+ 7.36% |
$520K - $574K
|
80K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.44KNew |
$516K - $569K
|
5.44K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$510K - $563K
|
5.38K
$683K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.16K+ 3.9% |
$489K - $540K
|
137K
$17.4M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
5.07K+ 25.45% |
$480K - $530K
|
25K
$3.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.06KNew |
$480K - $529K
|
5.06K
$642K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
5.04KNew |
$478K - $528K
|
5.04K
$640K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.04K+ 11.7% |
$478K - $527K
|
48.1K
$6.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
4.96K+ 3.62% |
$470K - $519K
|
142K
$18M
|