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 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 71.65% |
$351K - $388K
|
8.87K
$1.21M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.66KNew |
$347K - $383K
|
3.66K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.66KNew |
$347K - $383K
|
3.66K
$497K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.64KNew |
$345K - $380K
|
3.64K
$494K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
3.57KNew |
$338K - $373K
|
3.57K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$332K - $367K
|
3.5K
$477K
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.5K+ 4.1% |
$332K - $366K
|
88.8K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.48KNew |
$330K - $364K
|
3.48K
$473K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.46K+ 14.32% |
$328K - $362K
|
27.6K
$3.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.46KNew |
$328K - $362K
|
3.46K
$470K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
3.4KNew |
$322K - $356K
|
3.4K
$462K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.35KNew |
$318K - $351K
|
3.35K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$317K - $350K
|
3.35K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.27K+ 36.23% |
$310K - $342K
|
12.3K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.25K+ 5.57% |
$308K - $340K
|
61.6K
$8.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.24K+ 112.54% |
$307K - $339K
|
6.12K
$832K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.24KNew |
$307K - $339K
|
3.24K
$441K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
3.21KNew |
$304K - $336K
|
3.21K
$436K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.16KNew |
$300K - $331K
|
3.16K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.16K+ 2.95% |
$300K - $331K
|
110K
$15M
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.16KNew |
$299K - $330K
|
3.16K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.14K+ 4.94% |
$297K - $328K
|
66.5K
$9.05M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.13KNew |
$297K - $327K
|
3.13K
$425K
|
|
|
Feb 08, 2022
Q4 2021
|
Rpo LLC
Stamford, CT |
BUY
|
- |
3.1KNew |
$294K - $324K
|
3.1K
$422K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.1K+ 128.73% |
$294K - $324K
|
5.5K
$748K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.06KNew |
$290K - $320K
|
3.06K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.05K+ 3.19% |
$289K - $319K
|
98.7K
$13.4M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
3.04KNew |
$288K - $318K
|
3.04K
$414K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.03KNew |
$287K - $317K
|
3.03K
$411K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
3K+ 33.33% |
$284K - $314K
|
12K
$1.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3KNew |
$284K - $314K
|
3K
$408K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$283K - $313K
|
2.99K
$406K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.98K+ 29.86% |
$282K - $311K
|
12.9K
$1.76M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.95KNew |
$279K - $308K
|
2.95K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.93KNew |
$278K - $307K
|
2.93K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.93KNew |
$278K - $307K
|
2.93K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.9KNew |
$275K - $304K
|
2.9K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.89KNew |
$274K - $302K
|
2.89K
$393K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.88KNew |
$273K - $301K
|
2.88K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.88K+ 1.88% |
$273K - $301K
|
156K
$21.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.86KNew |
$271K - $299K
|
2.86K
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.83KNew |
$269K - $296K
|
2.83K
$385K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.83K+ 23558.33% |
$268K - $296K
|
2.84K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 34.83% |
$267K - $295K
|
10.9K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.82K+ 12.68% |
$267K - $295K
|
25K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.82K+ 9.02% |
$267K - $295K
|
34K
$4.63M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.81KNew |
$266K - $294K
|
2.81K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$266K - $294K
|
2.81K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
2.79KNew |
$265K - $292K
|
2.79K
$379K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.78K+ 17.52% |
$263K - $291K
|
18.6K
$2.53M
|