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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
272+ 2.39% |
$22.8K - $25.6K
|
11.6K
$1.49M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
272+ 2.39% |
$22.8K - $25.6K
|
11.6K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
264+ 4.49% |
$22.1K - $24.9K
|
6.14K
$785K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
254+ 2.08% |
$21.3K - $23.9K
|
12.5K
$1.59M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
251+ 15.44% |
$21.1K - $23.6K
|
1.88K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
248+ 3.37% |
$20.8K - $23.4K
|
7.61K
$973K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
241+ 0.64% |
$20.2K - $22.7K
|
37.6K
$4.81M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
239+ 5.62% |
$20.1K - $22.5K
|
4.49K
$574K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
232+ 4.85% |
$19.5K - $21.8K
|
5.02K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
232+ 0.92% |
$19.5K - $21.8K
|
25.5K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
230+ 0.23% |
$19.3K - $21.7K
|
102K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
227+ 2.1% |
$19K - $21.4K
|
11.1K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
225New |
$18.9K - $21.2K
|
225
$28.8K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
225+ 3.12% |
$18.9K - $21.2K
|
7.43K
$949K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
224+ 26.6% |
$18.8K - $21.1K
|
1.07K
$136K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220+ 59.78% |
$18.5K - $20.7K
|
588
$75.2K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
213+ 4.01% |
$17.9K - $20.1K
|
5.53K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
212+ 0.83% |
$17.8K - $20K
|
25.8K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
210New |
$17.6K - $19.8K
|
210
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
209+ 56.33% |
$17.5K - $19.7K
|
580
$74.2K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
208+ 4.92% |
$17.5K - $19.6K
|
4.43K
$567K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
204+ 30.86% |
$17.1K - $19.2K
|
865
$111K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
204+ 3.04% |
$17.1K - $19.2K
|
6.92K
$885K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
202+ 20.68% |
$16.9K - $19K
|
1.18K
$151K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
202+ 6.89% |
$16.9K - $19K
|
3.14K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
200+ 5.7% |
$16.8K - $18.8K
|
3.71K
$474K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
198+ 3.85% |
$16.6K - $18.6K
|
5.34K
$682K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
195New |
$16.4K - $18.4K
|
195
$24.9K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
187+ 1.08% |
$15.7K - $17.6K
|
17.5K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
184+ 3.55% |
$15.4K - $17.3K
|
5.37K
$687K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
182+ 5.45% |
$15.3K - $17.1K
|
3.52K
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
180+ 3.09% |
$15.1K - $16.9K
|
6.01K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
180+ 276.92% |
$15.1K - $16.9K
|
245
$31.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
179+ 6.09% |
$15K - $16.9K
|
3.12K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
178+ 0.25% |
$14.9K - $16.8K
|
72K
$9.2M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
177+ 0.88% |
$14.9K - $16.7K
|
20.4K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
176+ 4.96% |
$14.8K - $16.6K
|
3.72K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
175+ 0.33% |
$14.7K - $16.5K
|
52.9K
$6.76M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
175+ 8.63% |
$14.7K - $16.5K
|
2.2K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
174+ 8.09% |
$14.6K - $16.4K
|
2.33K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
174New |
$14.6K - $16.4K
|
174
$22.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
173+ 1.49% |
$14.5K - $16.3K
|
11.8K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
173+ 9.16% |
$14.5K - $16.3K
|
2.06K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
168+ 3.04% |
$14.1K - $15.8K
|
5.7K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
165+ 0.85% |
$13.8K - $15.5K
|
19.5K
$2.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
164+ 1.38% |
$13.8K - $15.4K
|
12K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
164+ 1.44% |
$13.8K - $15.4K
|
11.6K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
163+ 108.67% |
$13.7K - $15.3K
|
313
$40K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
163+ 0.29% |
$13.7K - $15.3K
|
56.4K
$7.22M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
161+ 2.69% |
$13.5K - $15.2K
|
6.14K
$785K
|