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 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
4.96K+ 3.62% |
$470K - $519K
|
142K
$19.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.95KNew |
$470K - $518K
|
4.95K
$674K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
4.81KNew |
$456K - $504K
|
4.81K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.79K+ 13.85% |
$454K - $502K
|
39.4K
$5.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
4.73KNew |
$448K - $495K
|
4.73K
$643K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
4.67K+ 6.96% |
$443K - $489K
|
71.8K
$9.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.65K+ 3.86% |
$441K - $487K
|
125K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.6K+ 18.66% |
$436K - $481K
|
29.2K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.57K+ 55.82% |
$433K - $478K
|
12.7K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.52K+ 94.78% |
$428K - $473K
|
9.28K
$1.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 5.89% |
$427K - $471K
|
81K
$11M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.48K+ 8.07% |
$425K - $469K
|
60K
$8.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.48K+ 28.17% |
$425K - $469K
|
20.4K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.48KNew |
$424K - $468K
|
4.48K
$609K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.48K+ 2.81% |
$424K - $468K
|
164K
$22.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$421K - $465K
|
4.44K
$604K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.39K+ 10.78% |
$416K - $459K
|
45.1K
$6.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.38K+ 3.99% |
$415K - $459K
|
114K
$15.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.27K+ 1.38% |
$405K - $447K
|
313K
$42.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.25KNew |
$403K - $444K
|
4.25K
$577K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 22.23% |
$403K - $444K
|
23.3K
$3.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.21K+ 2.23% |
$399K - $440K
|
193K
$26.3M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.18KNew |
$396K - $437K
|
4.18K
$568K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.17K+ 27.4% |
$395K - $436K
|
19.4K
$2.64M
|
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
4.16KNew |
$394K - $435K
|
4.16K
$566K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 27.42% |
$392K - $433K
|
19.2K
$2.61M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
4.13K+ 582.63% |
$391K - $432K
|
4.83K
$657K
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.1K+ 37.06% |
$389K - $430K
|
15.2K
$2.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
4.08K+ 2.99% |
$387K - $427K
|
141K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.08KNew |
$387K - $427K
|
4.08K
$555K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.07K+ 73.79% |
$385K - $425K
|
9.57K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.03KNew |
$382K - $422K
|
4.03K
$548K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.03K+ 1.67% |
$382K - $422K
|
245K
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4K+ 0.25% |
$379K - $419K
|
1.59M
$217M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$374K - $413K
|
3.95K
$537K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.94KNew |
$373K - $412K
|
3.94K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.91K+ 232.56% |
$371K - $410K
|
5.6K
$761K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.9KNew |
$370K - $408K
|
3.9K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$365K - $403K
|
3.85K
$524K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 48.23% |
$364K - $401K
|
11.8K
$1.6M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.83KNew |
$363K - $400K
|
3.83K
$520K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.8KNew |
$360K - $398K
|
3.8K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.78K+ 6.4% |
$358K - $395K
|
62.8K
$8.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.77K+ 51.93% |
$358K - $395K
|
11K
$1.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.76K+ 13.14% |
$356K - $393K
|
32.4K
$4.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
3.74K+ 132.62% |
$355K - $392K
|
6.57K
$893K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$354K - $391K
|
3.73K
$508K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.73KNew |
$353K - $390K
|
3.73K
$507K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$353K - $390K
|
3.73K
$507K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$351K - $388K
|
3.71K
$504K
|