Purchases and Sales Made in Q2 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.37K+ 7.95% |
$118K - $139K
|
18.6K
$2.56M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.36K+ 0.71% |
$117K - $138K
|
191K
$26.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.35K+ 14.19% |
$116K - $137K
|
10.8K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.33K+ 1.9% |
$115K - $135K
|
71.7K
$9.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 6.47% |
$114K - $134K
|
21.8K
$3M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
1.31K+ 2.03% |
$112K - $132K
|
65.7K
$9.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.3K+ 20.11% |
$112K - $132K
|
7.75K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 46.74% |
$111K - $131K
|
4.05K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.28K+ 83.03% |
$110K - $130K
|
2.83K
$389K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.27K+ 5.15% |
$110K - $129K
|
26K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.25K+ 42.15% |
$108K - $127K
|
4.21K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.24K+ 1.89% |
$107K - $126K
|
66.9K
$9.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.23K+ 0.7% |
$106K - $124K
|
175K
$24.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 2.13% |
$105K - $123K
|
58.3K
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 4.21% |
$104K - $123K
|
29.9K
$4.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 3.99% |
$104K - $123K
|
31.4K
$4.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.21K+ 34.59% |
$104K - $122K
|
4.69K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.21K+ 0.48% |
$104K - $122K
|
250K
$34.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.2K+ 3.57% |
$104K - $122K
|
34.9K
$4.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.2KNew |
$103K - $122K
|
1.2K
$165K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 31.94% |
$103K - $122K
|
4.95K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.19K+ 3.48% |
$103K - $121K
|
35.4K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.19K+ 43.39% |
$102K - $121K
|
3.93K
$541K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.19K+ 9.24% |
$102K - $121K
|
14K
$1.93M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18K+ 12.34% |
$102K - $120K
|
10.8K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.18K+ 2.55% |
$102K - $120K
|
47.6K
$6.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.18K+ 5.52% |
$101K - $119K
|
22.5K
$3.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.17K+ 13.83% |
$100K - $118K
|
9.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.13K+ 0.11% |
$97K - $114K
|
987K
$136M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.12K+ 15.11% |
$96.2K - $113K
|
8.5K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.12K+ 0.75% |
$96.1K - $113K
|
150K
$20.7M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.11K+ 9.26% |
$95.8K - $113K
|
13.1K
$1.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.11KNew |
$95.8K - $113K
|
1.11K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 18.78% |
$95.4K - $112K
|
7K
$965K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 6.18% |
$94.6K - $111K
|
18.9K
$2.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
1.1K+ 1.34% |
$94.4K - $111K
|
82.8K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.08K+ 8.56% |
$93.1K - $110K
|
13.7K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.07K+ 8.59% |
$92.6K - $109K
|
13.6K
$1.87M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 4.21% |
$92.1K - $109K
|
26.4K
$3.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 31.57% |
$92.1K - $109K
|
4.46K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.07K+ 133.29% |
$91.8K - $108K
|
1.86K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
1.06K+ 11.72% |
$90.9K - $107K
|
10.1K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 19.71% |
$89.6K - $105K
|
6.31K
$870K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.03K+ 20.9% |
$89.1K - $105K
|
5.98K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03K+ 27.82% |
$88.6K - $104K
|
4.72K
$651K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.01K+ 3.8% |
$86.6K - $102K
|
27.5K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 2.3% |
$86.6K - $102K
|
44.6K
$6.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1K+ 33.33% |
$86.2K - $102K
|
4K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
999+ 6.49% |
$86.1K - $101K
|
16.4K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
996+ 2.83% |
$85.8K - $101K
|
36.1K
$4.98M
|