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
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.75KNew |
$261K - $288K
|
2.75K
$349K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.74K+ 165.06% |
$260K - $287K
|
4.4K
$558K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.74KNew |
$260K - $286K
|
2.74K
$347K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.74K+ 2.03% |
$259K - $286K
|
137K
$17.4M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.69KNew |
$255K - $282K
|
2.69K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.68K+ 46.1% |
$254K - $281K
|
8.5K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.68KNew |
$254K - $280K
|
2.68K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.66KNew |
$252K - $278K
|
2.66K
$338K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.63KNew |
$249K - $275K
|
2.63K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.63KNew |
$249K - $275K
|
2.63K
$333K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.6K+ 155.22% |
$247K - $272K
|
4.28K
$542K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.56K+ 5.53% |
$243K - $268K
|
48.9K
$6.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.55KNew |
$242K - $267K
|
2.55K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
2.5K+ 2.78% |
$237K - $262K
|
92.5K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.49KNew |
$236K - $261K
|
2.49K
$316K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.46K+ 2.82% |
$233K - $257K
|
89.7K
$11.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.44KNew |
$231K - $255K
|
2.44K
$309K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.43K+ 17.39% |
$230K - $254K
|
16.4K
$2.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.43KNew |
$230K - $254K
|
2.43K
$308K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.41KNew |
$228K - $252K
|
2.41K
$305K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.39KNew |
$226K - $250K
|
2.39K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.35K+ 63.36% |
$223K - $246K
|
6.05K
$768K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.33K+ 19.37% |
$221K - $244K
|
14.4K
$1.82M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$218K - $241K
|
2.3K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$218K - $241K
|
2.3K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$217K - $240K
|
2.29K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.29KNew |
$217K - $240K
|
2.29K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.28KNew |
$217K - $239K
|
2.28K
$290K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
2.28KNew |
$216K - $238K
|
2.28K
$289K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
2.27K+ 3.67% |
$215K - $238K
|
64.2K
$8.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.27KNew |
$215K - $237K
|
2.27K
$288K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$214K - $236K
|
2.26K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.25K+ 15.55% |
$213K - $235K
|
16.7K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$213K - $235K
|
2.24K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.23KNew |
$212K - $234K
|
2.23K
$283K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 5.86% |
$211K - $233K
|
40.2K
$5.1M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 3.1% |
$210K - $231K
|
73.6K
$9.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.21K+ 16.46% |
$209K - $231K
|
15.6K
$1.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.2KNew |
$209K - $230K
|
2.2K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2K+ 4152.83% |
$209K - $230K
|
2.25K
$286K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.2KNew |
$208K - $230K
|
2.2K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.19K+ 1.42% |
$208K - $230K
|
156K
$19.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$208K - $229K
|
2.19K
$278K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.19KNew |
$208K - $229K
|
2.19K
$278K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.19K+ 69.59% |
$207K - $229K
|
5.33K
$676K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.19K+ 69.59% |
$207K - $229K
|
5.33K
$676K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.17K+ 8.51% |
$206K - $227K
|
27.7K
$3.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.17K+ 5.38% |
$206K - $227K
|
42.5K
$5.39M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.17KNew |
$205K - $227K
|
2.17K
$275K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.16KNew |
$205K - $226K
|
2.16K
$274K
|