Purchases and Sales Made in Q3 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
97.4K+ 1147.38% |
$8.97M - $10.4M
|
106K
$12.6M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
64.3K+ 185.59% |
$5.92M - $6.87M
|
98.9K
$11.8M
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
25.2K+ 10.89% |
$2.32M - $2.69M
|
256K
$30.6M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
18KNew |
$1.66M - $1.93M
|
18K
$2.15M
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.3K+ 6.42% |
$1.41M - $1.64M
|
254K
$30.3M
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15KNew |
$1.38M - $1.6M
|
15K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.2K+ 4.13% |
$1.3M - $1.51M
|
357K
$42.6M
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.2K+ 1.6% |
$1.22M - $1.42M
|
838K
$100M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.8K+ 13.06% |
$992K - $1.15M
|
93.3K
$11.1M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 55.01% |
$898K - $1.04M
|
27.5K
$3.28M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9K+ 4.21% |
$820K - $952K
|
220K
$26.3M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
8.44KNew |
$777K - $903K
|
8.44K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.13KNew |
$749K - $870K
|
8.13K
$972K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.11K+ 203.61% |
$747K - $868K
|
12.1K
$1.45M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.1K+ 104.06% |
$745K - $866K
|
15.9K
$1.9M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.98K+ 322.9% |
$643K - $747K
|
9.14K
$1.09M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.94K+ 95.03% |
$639K - $743K
|
14.2K
$1.7M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
6.55K+ 23.84% |
$603K - $700K
|
34K
$4.06M
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
6.4K+ 5.75% |
$590K - $685K
|
118K
$14.1M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 72.74% |
$587K - $682K
|
15.1K
$1.81M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 4.73% |
$571K - $663K
|
137K
$16.4M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.08K+ 23.4% |
$560K - $650K
|
32.1K
$3.83M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.98K+ 3.87% |
$551K - $640K
|
160K
$19.2M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.58K+ 37.84% |
$513K - $596K
|
20.3K
$2.43M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.35K+ 15.06% |
$401K - $465K
|
33.2K
$3.97M
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.83% |
$367K - $426K
|
145K
$17.3M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.54% |
$328K - $381K
|
50.8K
$6.06M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.43K+ 109.0% |
$316K - $367K
|
6.57K
$785K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.32K+ 59.28% |
$305K - $355K
|
8.91K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.1KNew |
$285K - $331K
|
3.1K
$370K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 12.42% |
$280K - $325K
|
27.5K
$3.29M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3KNew |
$276K - $321K
|
3K
$359K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.94K+ 14.29% |
$270K - $314K
|
23.5K
$2.8M
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$254K - $295K
|
2.76K
$330K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.63KNew |
$242K - $281K
|
2.63K
$314K
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.61KNew |
$240K - $279K
|
2.61K
$311K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.6KNew |
$239K - $278K
|
2.6K
$311K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.46KNew |
$226K - $263K
|
2.46K
$293K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.45K+ 0.95% |
$226K - $262K
|
261K
$31.2M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.33KNew |
$215K - $249K
|
2.33K
$279K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 9.06% |
$213K - $248K
|
27.9K
$3.33M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.28K+ 14.63% |
$210K - $244K
|
17.9K
$2.13M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.22K+ 6.78% |
$204K - $237K
|
34.9K
$4.17M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$252K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.1K+ 134.17% |
$193K - $224K
|
3.66K
$437K
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$246K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$245K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$243K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$242K
|