Purchases and Sales Made in Q1 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.19K+ 42.67% |
$99.8K - $112K
|
3.98K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.17K+ 53.14% |
$97.8K - $110K
|
3.36K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.16K+ 19.83% |
$97.2K - $109K
|
7K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 12.58% |
$97.2K - $109K
|
10.4K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 4.72% |
$96.8K - $109K
|
25.6K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.14K+ 19.85% |
$95.8K - $108K
|
6.9K
$882K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.14KNew |
$95.2K - $107K
|
1.14K
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 28.83% |
$95.1K - $107K
|
5.07K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.1K+ 0.09% |
$92.3K - $104K
|
1.23M
$157M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.1K+ 1.44% |
$91.9K - $103K
|
77.3K
$9.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.09K+ 3.4% |
$91.3K - $102K
|
33.1K
$4.23M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.09K+ 3.12% |
$91K - $102K
|
35.8K
$4.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 5.49% |
$90.6K - $102K
|
20.8K
$2.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.05K+ 6.48% |
$87.8K - $98.6K
|
17.2K
$2.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.05K+ 2.51% |
$87.7K - $98.4K
|
42.6K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.04K+ 30.74% |
$87.3K - $98K
|
4.43K
$566K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.03K+ 20.19% |
$86.2K - $96.8K
|
6.12K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.03K+ 21.83% |
$86K - $96.5K
|
5.72K
$731K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$83.9K - $94.2K
|
1K
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$83.9K - $94.2K
|
1K
$128K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
998+ 56.19% |
$83.7K - $94K
|
2.77K
$355K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
990+ 846.15% |
$83.1K - $93.2K
|
1.11K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
982+ 40.71% |
$82.4K - $92.5K
|
3.39K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
980New |
$82.2K - $92.3K
|
980
$125K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
976+ 14.19% |
$81.9K - $91.9K
|
7.85K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
972+ 41.03% |
$81.6K - $91.5K
|
3.34K
$427K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
967+ 20.35% |
$81.1K - $91.1K
|
5.72K
$731K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
954+ 61.51% |
$80K - $89.8K
|
2.51K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
952+ 28.32% |
$79.9K - $89.6K
|
4.31K
$551K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
934+ 9.62% |
$78.4K - $87.9K
|
10.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
934+ 4.92% |
$78.4K - $87.9K
|
19.9K
$2.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
931+ 22.7% |
$78.1K - $87.7K
|
5.03K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
931+ 10.57% |
$78.1K - $87.7K
|
9.74K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
929+ 3440.74% |
$77.9K - $87.5K
|
956
$122K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
921+ 3.62% |
$77.3K - $86.7K
|
26.4K
$3.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
918+ 22.85% |
$77K - $86.4K
|
4.94K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
898+ 41.75% |
$75.3K - $84.6K
|
3.05K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
876+ 20.97% |
$73.5K - $82.5K
|
5.05K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
871+ 33.86% |
$73.1K - $82K
|
3.44K
$440K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
862New |
$72.3K - $81.2K
|
862
$110K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
852+ 20.5% |
$71.5K - $80.2K
|
5.01K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
839+ 19.61% |
$70.4K - $79K
|
5.12K
$654K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
833+ 10.89% |
$69.9K - $78.4K
|
8.48K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
808+ 8.49% |
$67.8K - $76.1K
|
10.3K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
802+ 7.95% |
$67.3K - $75.5K
|
10.9K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
784+ 1.15% |
$65.8K - $73.8K
|
68.7K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
775+ 30.72% |
$65K - $73K
|
3.3K
$422K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
749+ 31.6% |
$62.8K - $70.5K
|
3.12K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
739+ 110.3% |
$62K - $69.6K
|
1.41K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
727+ 3.66% |
$61K - $68.5K
|
20.6K
$2.63M
|