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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.8K- 0.3% |
$155K - $182K
|
588K
$70.2M
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$8.84K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$465K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.83K- 2.49% |
$158K - $186K
|
72K
$8.59M
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.84K- 8.82% |
$158K - $186K
|
19K
$2.27M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.84K- 6.65% |
$159K - $187K
|
25.8K
$3.08M
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.84K- 20.1% |
$159K - $187K
|
7.32K
$874K
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.89K- 1.55% |
$162K - $191K
|
120K
$14.3M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$461K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.93K- 27.89% |
$166K - $195K
|
4.98K
$594K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.93K- 44.72% |
$166K - $196K
|
2.38K
$284K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.99K- 0.39% |
$171K - $202K
|
502K
$59.9M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 15.13% |
$172K - $202K
|
11.2K
$1.34M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$172K - $203K
|
10K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2K- 7.33% |
$172K - $203K
|
25.3K
$3.02M
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.01K- 0.27% |
$173K - $204K
|
750K
$89.6M
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.05K- 0.67% |
$177K - $208K
|
304K
$36.3M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.09K- 11.44% |
$180K - $213K
|
16.2K
$1.94M
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$181K - $213K
|
77.1K
$9.21M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.88% |
$181K - $213K
|
70.8K
$8.46M
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.1K- 26.28% |
$181K - $213K
|
5.89K
$704K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.11K- 0.56% |
$182K - $214K
|
374K
$44.7M
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.14K- 6.24% |
$185K - $217K
|
32.2K
$3.84M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.15K- 16.83% |
$185K - $218K
|
10.6K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.23K- 16.67% |
$193K - $227K
|
11.2K
$1.33M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.24K- 6.35% |
$193K - $228K
|
33.1K
$3.95M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.28K- 3.06% |
$197K - $232K
|
72.3K
$8.63M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.33K- 1.08% |
$201K - $236K
|
214K
$25.5M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.37K- 28.05% |
$205K - $241K
|
6.09K
$727K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.38K- 36.35% |
$205K - $242K
|
4.17K
$498K
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.4K- 10.9% |
$207K - $243K
|
19.6K
$2.34M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.41K- 27.83% |
$207K - $244K
|
6.24K
$745K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.59K- 7.35% |
$223K - $263K
|
32.7K
$3.9M
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.65K- 4.45% |
$228K - $269K
|
56.8K
$6.78M
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.65K- 1.91% |
$228K - $269K
|
136K
$16.2M
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.66K- 6.75% |
$229K - $270K
|
36.7K
$4.38M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.69K- 28.44% |
$232K - $273K
|
6.77K
$809K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.72K- 11.25% |
$234K - $276K
|
21.5K
$2.56M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.74K- 29.42% |
$236K - $278K
|
6.56K
$784K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.77K- 1.03% |
$239K - $281K
|
267K
$31.9M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.83K- 37.2% |
$244K - $287K
|
4.77K
$570K
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.91K- 8.03% |
$251K - $296K
|
33.3K
$3.98M
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.02K- 1.72% |
$260K - $306K
|
172K
$20.6M
|
|
Aug 14, 2024
Q2 2024
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 39.65% |
$261K - $308K
|
4.61K
$551K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.05K- 1.63% |
$263K - $310K
|
184K
$21.9M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.07K- 5.48% |
$265K - $312K
|
53K
$6.33M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.13K- 1.31% |
$270K - $318K
|
236K
$28.2M
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.14K- 3.04% |
$271K - $319K
|
100K
$12M
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.2K- 4.4% |
$276K - $325K
|
69.5K
$8.3M
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.21K- 7.45% |
$277K - $326K
|
39.9K
$4.76M
|