Purchases and Sales Made in Q2 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-208- 1.01% |
$17.9K - $21.1K
|
20.4K
$2.43M
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-210- 0.4% |
$18.1K - $21.3K
|
52.7K
$6.29M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-210- 0.44% |
$18.1K - $21.3K
|
48K
$5.73M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-212- 0.92% |
$18.3K - $21.5K
|
22.7K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-214- 1.44% |
$18.4K - $21.7K
|
14.6K
$1.75M
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-221- 2.18% |
$19K - $22.4K
|
9.9K
$1.18M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 1.91% |
$19.1K - $22.5K
|
11.4K
$1.36M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.65% |
$19.4K - $22.8K
|
13.4K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-230- 3.77% |
$19.8K - $23.4K
|
5.87K
$701K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-239- 3.34% |
$20.6K - $24.3K
|
6.91K
$825K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-242- 2.05% |
$20.9K - $24.6K
|
11.6K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-242- 4.54% |
$20.9K - $24.6K
|
5.09K
$608K
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-245- 2.13% |
$21.1K - $24.9K
|
11.3K
$1.35M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-245- 6.16% |
$21.1K - $24.9K
|
3.73K
$446K
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-248- 5.75% |
$21.4K - $25.2K
|
4.07K
$486K
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 4.7% |
$21.5K - $25.4K
|
5.07K
$605K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-253- 10.15% |
$21.8K - $25.7K
|
2.24K
$268K
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-254- 0.54% |
$21.9K - $25.8K
|
46.5K
$5.55M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-255- 57.43% |
$22K - $25.9K
|
189
$22.6K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$597
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-263- 3.37% |
$22.7K - $26.7K
|
7.54K
$900K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-266- 2.28% |
$22.9K - $27K
|
11.4K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-269- 0.83% |
$23.2K - $27.3K
|
32.2K
$3.85M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-272- 22.11% |
$23.4K - $27.6K
|
958
$114K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-274- 1.08% |
$23.6K - $27.8K
|
25.1K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-278- 1.11% |
$24K - $28.2K
|
24.7K
$2.95M
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-285- 1.15% |
$24.6K - $28.9K
|
24.6K
$2.94M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-288- 11.02% |
$24.8K - $29.2K
|
2.33K
$278K
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-288- 0.49% |
$24.8K - $29.2K
|
58.6K
$7M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$291K
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-291- 4.76% |
$25.1K - $29.5K
|
5.82K
$696K
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-295- 5.06% |
$25.4K - $30K
|
5.54K
$662K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-299- 2.8% |
$25.8K - $30.4K
|
10.4K
$1.24M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-300- 7.1% |
$25.9K - $30.5K
|
3.93K
$469K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-302- 0.29% |
$26K - $30.7K
|
102K
$12.2M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-303- 7.6% |
$26.1K - $30.8K
|
3.68K
$440K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-304- 10.69% |
$26.2K - $30.9K
|
2.54K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-304- 2.15% |
$26.2K - $30.9K
|
13.8K
$1.65M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-311- 0.95% |
$26.8K - $31.6K
|
32.4K
$3.87M
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-311- 9.93% |
$26.8K - $31.6K
|
2.82K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-314- 4.49% |
$27.1K - $31.9K
|
6.68K
$798K
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-316- 7.13% |
$27.2K - $32.1K
|
4.11K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-328- 0.58% |
$28.3K - $33.3K
|
56.5K
$6.75M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-330- 10.44% |
$28.4K - $33.5K
|
2.83K
$338K
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-333- 13.21% |
$28.7K - $33.8K
|
2.19K
$261K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-334- 21.69% |
$28.8K - $33.9K
|
1.21K
$144K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-341- 12.76% |
$29.4K - $34.6K
|
2.33K
$278K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-344- 8.92% |
$29.6K - $34.9K
|
3.51K
$420K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-345- 0.09% |
$29.7K - $35K
|
364K
$43.5M
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-350- 4.63% |
$30.2K - $35.5K
|
7.21K
$861K
|