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 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
20+ 0.43% |
$1.68K - $1.88K
|
4.72K
$604K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
19+ 0.34% |
$1.59K - $1.79K
|
5.57K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.64% |
$1.59K - $1.79K
|
3K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 19.15% |
$1.51K - $1.69K
|
112
$14.3K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
18+ 0.74% |
$1.51K - $1.69K
|
2.46K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
18+ 0.23% |
$1.51K - $1.69K
|
7.8K
$997K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
17+ 0.74% |
$1.43K - $1.6K
|
2.3K
$294K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
16+ 0.81% |
$1.34K - $1.51K
|
2K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
15+ 1.05% |
$1.26K - $1.41K
|
1.45K
$185K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15+ 0.57% |
$1.26K - $1.41K
|
2.64K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
15New |
$1.26K - $1.41K
|
15
$1.92K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.46% |
$1.17K - $1.32K
|
3.03K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14+ 0.59% |
$1.17K - $1.32K
|
2.39K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$1.17K - $1.32K
|
6.5K
$831K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
14+ 0.46% |
$1.17K - $1.32K
|
3.04K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.5% |
$1.17K - $1.32K
|
2.82K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13+ 0.71% |
$1.09K - $1.22K
|
1.86K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.09% |
$1.09K - $1.22K
|
14.2K
$1.81M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.55% |
$1.01K - $1.13K
|
2.21K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.58% |
$1.01K - $1.13K
|
2.08K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 7.23% |
$1.01K - $1.13K
|
178
$22.8K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 1.74% |
$1.01K - $1.13K
|
701
$89.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
11+ 0.44% |
$923 - $1.04K
|
2.5K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.93% |
$923 - $1.04K
|
1.19K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
11+ 0.14% |
$923 - $1.04K
|
7.99K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.16% |
$839 - $942
|
6.27K
$801K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
9+ 0.94% |
$755 - $847
|
962
$123K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8+ 0.08% |
$671 - $753
|
10.5K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 11.11% |
$587 - $659
|
70
$8.95K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 1.42% |
$587 - $659
|
499
$63.8K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$587 - $659
|
6K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
7+ 0.17% |
$587 - $659
|
4.07K
$520K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 0.12% |
$587 - $659
|
5.77K
$738K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 0.69% |
$503 - $565
|
874
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6+ 0.13% |
$503 - $565
|
4.45K
$569K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.78% |
$503 - $565
|
779
$99.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 1.77% |
$503 - $565
|
345
$44.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.02% |
$420 - $471
|
32.7K
$4.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.17% |
$420 - $471
|
3.03K
$387K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 7.58% |
$420 - $471
|
71
$9.08K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$420 - $471
|
5
$639
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 3.01% |
$420 - $471
|
171
$21.9K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$336 - $377
|
4
$511
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4+ 0.1% |
$336 - $377
|
4.07K
$521K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.03% |
$336 - $377
|
11.6K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$336 - $377
|
3.39K
$433K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$336 - $377
|
4
$511
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 3.67% |
$336 - $377
|
113
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.15% |
$336 - $377
|
2.59K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$252 - $282
|
8.56K
$1.09M
|