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 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
727+ 3.44% |
$61K - $68.5K
|
21.9K
$3.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
726+ 10.71% |
$60.9K - $68.4K
|
7.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
709+ 1.93% |
$59.5K - $66.8K
|
37.5K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
699+ 82.72% |
$58.6K - $65.8K
|
1.54K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
697+ 3.56% |
$58.5K - $65.6K
|
20.3K
$2.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
693+ 64.95% |
$58.1K - $65.3K
|
1.76K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
692+ 6.69% |
$58.1K - $65.2K
|
11K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
691+ 23.0% |
$58K - $65.1K
|
3.7K
$509K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
676+ 18.57% |
$56.7K - $63.7K
|
4.32K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
674+ 7.66% |
$56.5K - $63.5K
|
9.47K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
674+ 5.44% |
$56.5K - $63.5K
|
13.1K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
669+ 2.61% |
$56.1K - $63K
|
26.3K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
667New |
$56K - $62.8K
|
667
$91.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
662+ 3.58% |
$55.5K - $62.3K
|
19.2K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
661+ 0.87% |
$55.5K - $62.2K
|
76.4K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
656+ 0.64% |
$55K - $61.8K
|
104K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
654+ 32.41% |
$54.9K - $61.6K
|
2.67K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
647+ 3.46% |
$54.3K - $60.9K
|
19.3K
$2.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
645+ 1.41% |
$54.1K - $60.7K
|
46.4K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
644+ 9.5% |
$54K - $60.6K
|
7.42K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
642+ 27.38% |
$53.9K - $60.5K
|
2.99K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
641+ 11.14% |
$53.8K - $60.4K
|
6.39K
$881K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
638+ 23.79% |
$53.5K - $60.1K
|
3.32K
$457K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
621New |
$52.1K - $58.5K
|
621
$85.6K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
620+ 17.18% |
$52K - $58.4K
|
4.23K
$583K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
614+ 3.88% |
$51.5K - $57.8K
|
16.4K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
610+ 2.73% |
$51.2K - $57.4K
|
23K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
608+ 0.26% |
$51K - $57.2K
|
236K
$32.5M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
606+ 4.47% |
$50.8K - $57.1K
|
14.2K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
604+ 4.62% |
$50.7K - $56.9K
|
13.7K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
603+ 8.31% |
$50.6K - $56.8K
|
7.86K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
601+ 25.47% |
$50.4K - $56.6K
|
2.96K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
599+ 8.16% |
$50.3K - $56.4K
|
7.94K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
596+ 4.58% |
$50K - $56.1K
|
13.6K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
594+ 4.55% |
$49.8K - $55.9K
|
13.7K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
590+ 24.44% |
$49.5K - $55.6K
|
3K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
570+ 13.37% |
$47.8K - $53.7K
|
4.83K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
564+ 14.02% |
$47.3K - $53.1K
|
4.59K
$632K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
563+ 8.62% |
$47.2K - $53K
|
7.1K
$978K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
555+ 11.61% |
$46.6K - $52.3K
|
5.34K
$735K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
533+ 0.08% |
$44.7K - $50.2K
|
694K
$95.6M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
526+ 1.56% |
$44.1K - $49.5K
|
34.2K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
510+ 7.74% |
$42.8K - $48K
|
7.1K
$979K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
503+ 65.67% |
$42.2K - $47.4K
|
1.27K
$175K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
478+ 3.08% |
$40.1K - $45K
|
16K
$2.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
475+ 3.31% |
$39.9K - $44.7K
|
14.8K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
475+ 1.87% |
$39.9K - $44.7K
|
25.9K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 2.05% |
$39.7K - $44.5K
|
23.6K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
470New |
$39.4K - $44.3K
|
470
$64.8K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
463+ 3.28% |
$38.8K - $43.6K
|
14.6K
$2.01M
|