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
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
72+ 1.24% |
$6.04K - $6.78K
|
5.89K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
72+ 2.17% |
$6.04K - $6.78K
|
3.4K
$434K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
71+ 1.16% |
$5.96K - $6.69K
|
6.19K
$792K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
68+ 17.53% |
$5.71K - $6.4K
|
456
$58.3K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
65+ 2.19% |
$5.45K - $6.12K
|
3.04K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 382.35% |
$5.45K - $6.12K
|
82
$10.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 2.59% |
$5.29K - $5.93K
|
2.49K
$319K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
60+ 0.01% |
$5.03K - $5.65K
|
443K
$56.7M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
57New |
$4.78K - $5.37K
|
57
$7.29K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
56+ 1.31% |
$4.7K - $5.27K
|
4.33K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
55+ 0.21% |
$4.61K - $5.18K
|
26.3K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
55+ 0.39% |
$4.61K - $5.18K
|
14.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
55+ 46.22% |
$4.61K - $5.18K
|
174
$22.2K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
54+ 9.52% |
$4.53K - $5.08K
|
621
$79.4K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
54+ 0.35% |
$4.53K - $5.08K
|
15.3K
$1.96M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
53New |
$4.45K - $4.99K
|
53
$6.78K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
53+ 13.05% |
$4.45K - $4.99K
|
459
$58.7K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53+ 0.33% |
$4.45K - $4.99K
|
16K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
50+ 1.61% |
$4.2K - $4.71K
|
3.16K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
50+ 0.36% |
$4.2K - $4.71K
|
13.9K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 15.61% |
$4.11K - $4.61K
|
363
$46.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
48+ 0.62% |
$4.03K - $4.52K
|
7.76K
$992K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
47New |
$3.94K - $4.43K
|
47
$6.01K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
47+ 1.56% |
$3.94K - $4.43K
|
3.06K
$391K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 10.56% |
$3.94K - $4.43K
|
492
$62.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
43+ 1.79% |
$3.61K - $4.05K
|
2.45K
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
42+ 0.99% |
$3.52K - $3.95K
|
4.3K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 7.66% |
$3.52K - $3.95K
|
590
$75.4K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
42+ 0.46% |
$3.52K - $3.95K
|
9.25K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 1.4% |
$3.27K - $3.67K
|
2.82K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
39+ 1.73% |
$3.27K - $3.67K
|
2.29K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
39+ 0.15% |
$3.27K - $3.67K
|
25.6K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37+ 2.69% |
$3.1K - $3.48K
|
1.41K
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.94K - $3.3K
|
35
$4.48K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
35+ 0.45% |
$2.94K - $3.3K
|
7.89K
$1.01M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
35+ 1.18% |
$2.94K - $3.3K
|
3.01K
$385K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
33+ 0.67% |
$2.77K - $3.11K
|
4.98K
$636K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 1.24% |
$2.68K - $3.01K
|
2.61K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
32+ 1.18% |
$2.68K - $3.01K
|
2.75K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32+ 0.67% |
$2.68K - $3.01K
|
4.8K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
31+ 0.5% |
$2.6K - $2.92K
|
6.25K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 1.1% |
$2.35K - $2.64K
|
2.57K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
28+ 0.93% |
$2.35K - $2.64K
|
3.05K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$2.27K - $2.54K
|
27
$3.45K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
26+ 2.84% |
$2.18K - $2.45K
|
943
$121K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25+ 0.26% |
$2.1K - $2.35K
|
9.8K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24+ 0.66% |
$2.01K - $2.26K
|
3.68K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.75% |
$1.85K - $2.07K
|
2.97K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$1.76K - $1.98K
|
21
$2.69K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
20+ 0.22% |
$1.68K - $1.88K
|
9.31K
$1.19M
|