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 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-74- 11.0% |
$6.81K - $7.92K
|
599
$71.5K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-78- 2.52% |
$7.18K - $8.34K
|
3.02K
$360K
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-82- 3.11% |
$7.55K - $8.77K
|
2.56K
$305K
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-88- 3.0% |
$8.1K - $9.41K
|
2.84K
$339K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-91- 1.6% |
$8.38K - $9.73K
|
5.58K
$667K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 2.61% |
$8.65K - $10.1K
|
3.5K
$418K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.59% |
$9.21K - $10.7K
|
16.9K
$2.02M
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-109- 0.73% |
$10K - $11.7K
|
14.9K
$1.78M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-124- 0.37% |
$11.4K - $13.3K
|
33K
$3.94M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-132- 3.7% |
$12.2K - $14.1K
|
3.44K
$410K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-134- 0.45% |
$12.3K - $14.3K
|
29.4K
$3.51M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-141- 1.14% |
$13K - $15.1K
|
12.2K
$1.46M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-145- 1.13% |
$13.4K - $15.5K
|
12.7K
$1.52M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 2.33% |
$14.6K - $17K
|
6.67K
$796K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-168- 18.88% |
$15.5K - $18K
|
722
$86.2K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-184- 1.22% |
$16.9K - $19.7K
|
14.8K
$1.77M
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-189- 1.68% |
$17.4K - $20.2K
|
11.1K
$1.32M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 4.39% |
$17.9K - $20.8K
|
4.22K
$505K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.9% |
$19.5K - $22.7K
|
23.3K
$2.79M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-213- 0.63% |
$19.6K - $22.8K
|
33.9K
$4.04M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-221- 2.0% |
$20.3K - $23.6K
|
10.8K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-240- 1.81% |
$22.1K - $25.7K
|
13K
$1.56M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-243- 4.8% |
$22.4K - $26K
|
4.82K
$576K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-246- 8.11% |
$22.6K - $26.3K
|
2.79K
$333K
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 1.03% |
$23.6K - $27.4K
|
24.5K
$2.93M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-266- 0.82% |
$24.5K - $28.5K
|
32.3K
$3.86M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 1.62% |
$24.5K - $28.5K
|
16.1K
$1.93M
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-272- 3.35% |
$25K - $29.1K
|
7.85K
$938K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-292- 2.75% |
$26.9K - $31.2K
|
10.3K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 0.83% |
$27.3K - $31.8K
|
35.4K
$4.23M
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$448K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$2.69M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-313- 4.55% |
$28.8K - $33.5K
|
6.57K
$785K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$715K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$318K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.38M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-389- 1.71% |
$35.8K - $41.6K
|
22.3K
$2.67M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-427- 15.08% |
$39.3K - $45.7K
|
2.4K
$287K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-444- 1.57% |
$40.9K - $47.5K
|
27.8K
$3.32M
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.7% |
$43.7K - $50.8K
|
17.1K
$2.04M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$2.88M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$544K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-571- 42.77% |
$52.6K - $61.1K
|
764
$91.3K
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$651K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-645- 1.61% |
$59.4K - $69K
|
39.4K
$4.71M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 3.75% |
$59.8K - $69.5K
|
16.7K
$1.99M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-673- 2.9% |
$62K - $72K
|
22.6K
$2.7M
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-748- 9.16% |
$68.9K - $80K
|
7.42K
$886K
|