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 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
161+ 4.04% |
$13.5K - $15.2K
|
4.15K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
159+ 2.19% |
$13.3K - $15K
|
7.41K
$948K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
159+ 0.49% |
$13.3K - $15K
|
32.7K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
157+ 29.79% |
$13.2K - $14.8K
|
684
$87.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
148+ 3.31% |
$12.4K - $13.9K
|
4.62K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
145+ 0.33% |
$12.2K - $13.7K
|
43.6K
$5.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
143+ 4.73% |
$12K - $13.5K
|
3.16K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$11.9K - $13.4K
|
142
$18.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
141+ 134.29% |
$11.8K - $13.3K
|
246
$31.5K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
135+ 0.06% |
$11.3K - $12.7K
|
228K
$29.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.16% |
$11.2K - $12.6K
|
11.7K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
133+ 0.55% |
$11.2K - $12.5K
|
24.1K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
132+ 0.02% |
$11.1K - $12.4K
|
529K
$67.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
128+ 1.38% |
$10.7K - $12.1K
|
9.39K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
127+ 6.11% |
$10.7K - $12K
|
2.2K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
126+ 1.62% |
$10.6K - $11.9K
|
7.93K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
121+ 9.92% |
$10.2K - $11.4K
|
1.34K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
118+ 10.13% |
$9.9K - $11.1K
|
1.28K
$164K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
117+ 4.29% |
$9.82K - $11K
|
2.84K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
117+ 3.88% |
$9.82K - $11K
|
3.13K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
117+ 4.63% |
$9.82K - $11K
|
2.64K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
116+ 2.09% |
$9.73K - $10.9K
|
5.67K
$725K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
112+ 1.07% |
$9.4K - $10.5K
|
10.6K
$1.35M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
110New |
$9.23K - $10.4K
|
110
$14.1K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
108+ 2.16% |
$9.06K - $10.2K
|
5.12K
$654K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
106+ 4.03% |
$8.89K - $9.98K
|
2.74K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
105+ 0.83% |
$8.81K - $9.89K
|
12.7K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
103+ 4.58% |
$8.64K - $9.7K
|
2.35K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
101+ 0.27% |
$8.47K - $9.51K
|
36.8K
$4.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 5.51% |
$8.39K - $9.42K
|
1.92K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$8.39K - $9.42K
|
100
$12.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
100+ 1.8% |
$8.39K - $9.42K
|
5.65K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
99+ 1.82% |
$8.31K - $9.32K
|
5.55K
$709K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
96+ 0.34% |
$8.05K - $9.04K
|
28K
$3.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
95+ 0.55% |
$7.97K - $8.95K
|
17.4K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 7.89% |
$7.55K - $8.47K
|
1.23K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
87+ 2.24% |
$7.3K - $8.19K
|
3.97K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 0.5% |
$7.13K - $8K
|
17.2K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
84+ 3.41% |
$7.05K - $7.91K
|
2.55K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
84+ 3.67% |
$7.05K - $7.91K
|
2.37K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
84+ 3.3% |
$7.05K - $7.91K
|
2.63K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
84+ 3.77% |
$7.05K - $7.91K
|
2.31K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.89% |
$6.96K - $7.82K
|
4.47K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
81+ 81.0% |
$6.8K - $7.63K
|
181
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 3.21% |
$6.71K - $7.53K
|
2.57K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 8.05% |
$6.54K - $7.34K
|
1.05K
$134K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
78+ 1.62% |
$6.54K - $7.34K
|
4.9K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
75+ 2.11% |
$6.29K - $7.06K
|
3.62K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
74+ 3.05% |
$6.21K - $6.97K
|
2.5K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
73+ 0.04% |
$6.12K - $6.87K
|
203K
$26M
|