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
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
510+ 7.74% |
$42.8K - $48K
|
7.1K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
503+ 65.67% |
$42.2K - $47.4K
|
1.27K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
478+ 3.08% |
$40.1K - $45K
|
16K
$2.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
475+ 3.31% |
$39.9K - $44.7K
|
14.8K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
475+ 1.87% |
$39.9K - $44.7K
|
25.9K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 2.05% |
$39.7K - $44.5K
|
23.6K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
470New |
$39.4K - $44.3K
|
470
$67K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
463+ 3.28% |
$38.8K - $43.6K
|
14.6K
$2.08M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
462+ 17.59% |
$38.8K - $43.5K
|
3.09K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
450+ 11.57% |
$37.8K - $42.4K
|
4.34K
$618K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
447+ 5.46% |
$37.5K - $42.1K
|
8.64K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
446+ 14.43% |
$37.4K - $42K
|
3.54K
$504K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
445+ 9.24% |
$37.3K - $41.9K
|
5.26K
$750K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
444+ 12.27% |
$37.3K - $41.8K
|
4.06K
$579K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
435New |
$36.5K - $41K
|
435
$62K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
431+ 13.36% |
$36.2K - $40.6K
|
3.66K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
431+ 3.03% |
$36.2K - $40.6K
|
14.7K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
426+ 2.75% |
$35.7K - $40.1K
|
15.9K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
426+ 710.0% |
$35.7K - $40.1K
|
486
$69.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
419New |
$35.2K - $39.5K
|
419
$59.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
419+ 6.31% |
$35.2K - $39.5K
|
7.06K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
410+ 2.25% |
$34.4K - $38.6K
|
18.7K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
407+ 16.59% |
$34.1K - $38.3K
|
2.86K
$408K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
403+ 2.2% |
$33.8K - $37.9K
|
18.7K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
400+ 4.14% |
$33.6K - $37.7K
|
10.1K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
394+ 9.67% |
$33.1K - $37.1K
|
4.47K
$637K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
394+ 2.19% |
$33.1K - $37.1K
|
18.4K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 4.18% |
$32.7K - $36.7K
|
9.71K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
387+ 3.83% |
$32.5K - $36.4K
|
10.5K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
383+ 11.38% |
$32.1K - $36.1K
|
3.75K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
375+ 11.11% |
$31.5K - $35.3K
|
3.75K
$534K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
374+ 16.69% |
$31.4K - $35.2K
|
2.62K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
370+ 2.75% |
$31K - $34.8K
|
13.8K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
364+ 5.18% |
$30.5K - $34.3K
|
7.39K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
359+ 7.02% |
$30.1K - $33.8K
|
5.47K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
358New |
$30K - $33.7K
|
358
$51K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$29.4K - $33K
|
350
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
348+ 76.48% |
$29.2K - $32.8K
|
803
$114K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
345+ 2.72% |
$28.9K - $32.5K
|
13K
$1.86M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
345+ 1.39% |
$28.9K - $32.5K
|
25.2K
$3.59M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
341+ 14.44% |
$28.6K - $32.1K
|
2.7K
$385K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
337+ 8.19% |
$28.3K - $31.7K
|
4.45K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
333+ 1.19% |
$27.9K - $31.4K
|
28.4K
$4.05M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
324+ 1.43% |
$27.2K - $30.5K
|
22.9K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
321+ 3.63% |
$26.9K - $30.2K
|
9.16K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
313+ 4.91% |
$26.3K - $29.5K
|
6.69K
$954K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
312+ 13.76% |
$26.2K - $29.4K
|
2.58K
$368K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
311+ 1.95% |
$26.1K - $29.3K
|
16.3K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
305+ 1.68% |
$25.6K - $28.7K
|
18.4K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
300+ 1.29% |
$25.2K - $28.2K
|
23.5K
$3.35M
|