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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43KNew |
$204K - $228K
|
2.43K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.41K+ 2.33% |
$202K - $227K
|
106K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 7.34% |
$202K - $226K
|
35.2K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37KNew |
$199K - $223K
|
2.37K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.36KNew |
$198K - $222K
|
2.36K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 91.96% |
$197K - $221K
|
4.9K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.34K+ 6.94% |
$196K - $220K
|
36K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.31K+ 8.26% |
$193K - $217K
|
30.2K
$3.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.29KNew |
$192K - $216K
|
2.29K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.29KNew |
$192K - $216K
|
2.29K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.26KNew |
$190K - $213K
|
2.26K
$287K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
2.26K+ 10.1% |
$189K - $212K
|
24.6K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.23K+ 8.21% |
$187K - $210K
|
29.5K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$187K - $210K
|
2.23K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.22K+ 23.19% |
$186K - $209K
|
11.8K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$281K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.21KNew |
$185K - $208K
|
2.21K
$280K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.21KNew |
$185K - $208K
|
2.21K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$185K - $208K
|
2.2K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.19KNew |
$184K - $207K
|
2.19K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 13.07% |
$184K - $206K
|
19K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 6.87% |
$183K - $206K
|
34K
$4.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.18KNew |
$183K - $205K
|
2.18K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.16KNew |
$181K - $204K
|
2.16K
$274K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$181K - $203K
|
2.16K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.15KNew |
$180K - $202K
|
2.15K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.12KNew |
$178K - $200K
|
2.12K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.12K+ 14.49% |
$178K - $200K
|
16.8K
$2.13M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.08K+ 20.99% |
$175K - $196K
|
12K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.08K+ 32.86% |
$174K - $196K
|
8.4K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.08K+ 1.68% |
$174K - $195K
|
126K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.06KNew |
$172K - $194K
|
2.06K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.05K+ 4.83% |
$172K - $193K
|
44.6K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.04K+ 0.27% |
$171K - $192K
|
752K
$95.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.04K+ 19.47% |
$171K - $192K
|
12.5K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2.03K+ 3.09% |
$170K - $191K
|
67.7K
$8.59M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.03K+ 2.43% |
$170K - $191K
|
85.2K
$10.8M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 74.59% |
$168K - $189K
|
4.69K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.98K+ 14.65% |
$166K - $186K
|
15.5K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 2.63% |
$161K - $180K
|
74.8K
$9.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.91K+ 9.61% |
$161K - $180K
|
21.8K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.9K+ 23.03% |
$160K - $179K
|
10.2K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.9K+ 15.52% |
$159K - $179K
|
14.1K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.86K+ 7.15% |
$156K - $175K
|
27.8K
$3.53M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.83K+ 65.21% |
$153K - $172K
|
4.63K
$587K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.78K+ 18.28% |
$149K - $167K
|
11.5K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 16.2% |
$148K - $166K
|
12.6K
$1.6M
|