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 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.84K+ 2.85% |
$406K - $456K
|
175K
$22.2M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.79K+ 3.66% |
$402K - $451K
|
136K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 185.79% |
$402K - $451K
|
7.36K
$934K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.75K+ 41.02% |
$399K - $447K
|
16.3K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.7K+ 2.68% |
$394K - $442K
|
180K
$22.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.66K+ 2.96% |
$391K - $439K
|
162K
$20.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.58K+ 3.8% |
$384K - $431K
|
125K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.57K+ 7.84% |
$384K - $431K
|
62.9K
$7.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.51K+ 1.66% |
$379K - $425K
|
277K
$35.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.49K+ 17.54% |
$377K - $423K
|
30.1K
$3.82M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.47K+ 3.63% |
$375K - $421K
|
128K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.42K+ 3.09% |
$371K - $416K
|
147K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.34K+ 60.66% |
$364K - $408K
|
11.5K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
4.33K+ 1.63% |
$363K - $408K
|
270K
$34.2M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
4.27KNew |
$358K - $402K
|
4.27K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.26K+ 8.09% |
$357K - $401K
|
56.9K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.24K+ 8.2% |
$356K - $400K
|
56K
$7.11M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4.18K+ 32.07% |
$351K - $394K
|
17.2K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.13K+ 28.15% |
$346K - $389K
|
18.8K
$2.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
4.11K+ 13.97% |
$345K - $387K
|
33.5K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.1K+ 108.24% |
$344K - $386K
|
7.89K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.09K+ 14.71% |
$343K - $385K
|
31.9K
$4.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.05KNew |
$340K - $381K
|
4.05K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
4K+ 26.33% |
$336K - $377K
|
19.2K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.98K+ 3.67% |
$334K - $375K
|
112K
$14.3M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.95KNew |
$331K - $372K
|
3.95K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.93K+ 18.32% |
$330K - $370K
|
25.4K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.89K+ 30.75% |
$326K - $366K
|
16.5K
$2.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.86KNew |
$323K - $363K
|
3.86K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.85K+ 20.7% |
$323K - $363K
|
22.4K
$2.85M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.82K+ 3.78% |
$321K - $360K
|
105K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 1.69% |
$319K - $358K
|
230K
$29.1M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.79KNew |
$318K - $357K
|
3.79K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$318K - $357K
|
3.79K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.77KNew |
$317K - $355K
|
3.77K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.75K+ 12.35% |
$315K - $353K
|
34.1K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.67K+ 1.45% |
$308K - $345K
|
256K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.65KNew |
$306K - $344K
|
3.65K
$463K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.65KNew |
$306K - $343K
|
3.65K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.64K+ 10.54% |
$306K - $343K
|
38.2K
$4.85M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.64KNew |
$305K - $342K
|
3.64K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.63KNew |
$305K - $342K
|
3.63K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
3.63K+ 35.12% |
$305K - $342K
|
14K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.62K+ 1.04% |
$304K - $341K
|
353K
$44.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.61K+ 11.52% |
$303K - $340K
|
35K
$4.44M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.55K+ 87.58% |
$298K - $334K
|
7.6K
$964K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.52K+ 34.07% |
$295K - $331K
|
13.8K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$292K - $328K
|
3.48K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.46K+ 7.49% |
$290K - $326K
|
49.6K
$6.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.45K+ 19.41% |
$289K - $325K
|
21.2K
$2.69M
|