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
|
Scotia Capital Inc.
|
BUY
|
- |
2.53K+ 1.7% |
$212K - $238K
|
151K
$21.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.5K+ 94.55% |
$210K - $235K
|
5.14K
$733K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$209K - $235K
|
2.5K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.48KNew |
$208K - $234K
|
2.48K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.48K+ 1.62% |
$208K - $234K
|
155K
$22.1M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.47K+ 9.75% |
$208K - $233K
|
27.9K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.45K+ 35.34% |
$206K - $231K
|
9.39K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43KNew |
$204K - $228K
|
2.43K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.41K+ 2.33% |
$202K - $227K
|
106K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 7.34% |
$202K - $226K
|
35.2K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37KNew |
$199K - $223K
|
2.37K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.36KNew |
$198K - $222K
|
2.36K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 91.96% |
$197K - $221K
|
4.9K
$698K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.34K+ 6.94% |
$196K - $220K
|
36K
$5.13M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.31K+ 8.26% |
$193K - $217K
|
30.2K
$4.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.29KNew |
$192K - $216K
|
2.29K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.29KNew |
$192K - $216K
|
2.29K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.26KNew |
$190K - $213K
|
2.26K
$322K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
2.26K+ 10.1% |
$189K - $212K
|
24.6K
$3.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.23K+ 8.21% |
$187K - $210K
|
29.5K
$4.2M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$187K - $210K
|
2.23K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.22K+ 23.19% |
$186K - $209K
|
11.8K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$315K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.21KNew |
$185K - $208K
|
2.21K
$314K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.21KNew |
$185K - $208K
|
2.21K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$185K - $208K
|
2.2K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.19KNew |
$184K - $207K
|
2.19K
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 13.07% |
$184K - $206K
|
19K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 6.87% |
$183K - $206K
|
34K
$4.84M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.18K+ 11.45% |
$183K - $205K
|
21.2K
$3.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.18KNew |
$183K - $205K
|
2.18K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.16KNew |
$181K - $204K
|
2.16K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$181K - $203K
|
2.16K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.15KNew |
$180K - $202K
|
2.15K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.12KNew |
$178K - $200K
|
2.12K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.12K+ 14.49% |
$178K - $200K
|
16.8K
$2.39M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.08K+ 20.99% |
$175K - $196K
|
12K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.08K+ 32.86% |
$174K - $196K
|
8.4K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.08K+ 1.68% |
$174K - $195K
|
126K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.06KNew |
$172K - $194K
|
2.06K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.05K+ 4.83% |
$172K - $193K
|
44.6K
$6.35M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.04K+ 0.27% |
$171K - $192K
|
752K
$107M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.04K+ 19.47% |
$171K - $192K
|
12.5K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2.03K+ 3.09% |
$170K - $191K
|
67.7K
$9.64M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.03K+ 2.43% |
$170K - $191K
|
85.2K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 74.59% |
$168K - $189K
|
4.69K
$668K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.98K+ 14.65% |
$166K - $186K
|
15.5K
$2.2M
|