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 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
3+ 0.01% |
$252 - $282
|
27.2K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.07% |
$252 - $282
|
4.49K
$573K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$168 - $188
|
1.01K
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$168 - $188
|
1.56K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.05% |
$168 - $188
|
3.76K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.05% |
$168 - $188
|
3.89K
$498K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$83.9 - $94.2
|
2.74K
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.01% |
$83.9 - $94.2
|
8.71K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$83.9 - $94.2
|
189
$24.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.54% |
$83.9 - $94.2
|
186
$23.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$83.9 - $94.2
|
2.11K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.56% |
$83.9 - $94.2
|
178
$22.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.17% |
$83.9 - $94.2
|
596
$76.2K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.04% |
$83.9 - $94.2
|
2.23K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$83.9 - $94.2
|
1
$128
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$83.9 - $94.2
|
4.32K
$552K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.75% |
$83.9 - $94.2
|
134
$17.1K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$83.9 - $94.2
|
12.5K
$1.59M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1- 0.86% |
$83.9 - $94.2
|
115
$14.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2- 0.34% |
$168 - $188
|
580
$74.2K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2- 33.33% |
$168 - $188
|
4
$511
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.34% |
$168 - $188
|
591
$75.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3- 0.08% |
$252 - $282
|
3.57K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3- 0.08% |
$252 - $282
|
3.67K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.51% |
$252 - $282
|
587
$75.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 5.15% |
$420 - $471
|
92
$11.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.48% |
$420 - $471
|
1.04K
$133K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-6- 1.11% |
$503 - $565
|
536
$68.5K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6- 2.54% |
$503 - $565
|
230
$29.4K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-7- 0.33% |
$587 - $659
|
2.11K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.11% |
$671 - $753
|
7K
$895K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 4.13% |
$755 - $847
|
209
$26.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.3% |
$755 - $847
|
3.01K
$385K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.21% |
$755 - $847
|
4.37K
$559K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10- 0.32% |
$839 - $942
|
3.09K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-14- 0.82% |
$1.17K - $1.32K
|
1.69K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-15- 0.54% |
$1.26K - $1.41K
|
2.78K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-16- 0.38% |
$1.34K - $1.51K
|
4.16K
$532K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-18- 2.8% |
$1.51K - $1.69K
|
625
$79.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-19- 0.66% |
$1.59K - $1.79K
|
2.88K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 1.4% |
$1.59K - $1.79K
|
1.34K
$172K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 20.0% |
$1.68K - $1.88K
|
80
$10.2K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-20- 0.08% |
$1.68K - $1.88K
|
24.9K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-20- 0.11% |
$1.68K - $1.88K
|
18.2K
$2.32M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 4.31% |
$1.68K - $1.88K
|
444
$56.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-21- 0.94% |
$1.76K - $1.98K
|
2.22K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-21- 0.1% |
$1.76K - $1.98K
|
20.5K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.33% |
$1.76K - $1.98K
|
6.32K
$808K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-24- 0.86% |
$2.01K - $2.26K
|
2.77K
$354K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 58.54% |
$2.01K - $2.26K
|
17
$2.17K
|