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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
981+ 32.66% |
$84.6K - $99.6K
|
3.99K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
977+ 139.57% |
$84.2K - $99.2K
|
1.68K
$231K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
965+ 1.71% |
$83.2K - $98K
|
57.3K
$7.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
965+ 3.13% |
$83.2K - $98K
|
31.8K
$4.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
941+ 4.01% |
$81.1K - $95.5K
|
24.4K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
937+ 22.6% |
$80.8K - $95.1K
|
5.08K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
936+ 1.12% |
$80.7K - $95K
|
84.7K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
930+ 4.43% |
$80.2K - $94.4K
|
21.9K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
926+ 3.93% |
$79.8K - $94K
|
24.5K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
906+ 0.05% |
$78.1K - $92K
|
1.99M
$274M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
900+ 28.85% |
$77.6K - $91.4K
|
4.02K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
887+ 2.62% |
$76.5K - $90.1K
|
34.7K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
882+ 25.99% |
$76K - $89.5K
|
4.28K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
871+ 17.79% |
$75.1K - $88.4K
|
5.77K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
868+ 6.22% |
$74.8K - $88.1K
|
14.8K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
865+ 3.63% |
$74.6K - $87.8K
|
24.7K
$3.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
863+ 8.22% |
$74.4K - $87.6K
|
11.4K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
856+ 16.18% |
$73.8K - $86.9K
|
6.15K
$847K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
847New |
$73K - $86K
|
847
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
825New |
$71.1K - $83.8K
|
825
$114K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
788+ 4.65% |
$67.9K - $80K
|
17.7K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
782+ 3.12% |
$67.4K - $79.4K
|
25.9K
$3.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
781+ 11.16% |
$67.3K - $79.3K
|
7.78K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
766+ 0.43% |
$66K - $77.8K
|
181K
$24.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
755+ 11.73% |
$65.1K - $76.7K
|
7.19K
$991K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
748+ 10.08% |
$64.5K - $75.9K
|
8.17K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
736+ 13.22% |
$63.4K - $74.7K
|
6.3K
$869K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
736+ 0.42% |
$63.4K - $74.7K
|
176K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 5.49% |
$61.7K - $72.7K
|
13.8K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
710+ 16.55% |
$61.2K - $72.1K
|
5K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
692+ 2.13% |
$59.6K - $70.3K
|
33.1K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
673+ 6.68% |
$58K - $68.3K
|
10.7K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
669+ 18.41% |
$57.7K - $67.9K
|
4.3K
$593K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
665+ 175.0% |
$57.3K - $67.5K
|
1.05K
$144K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
658+ 11.55% |
$56.7K - $66.8K
|
6.36K
$876K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
635+ 25.57% |
$54.7K - $64.5K
|
3.12K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
635+ 22.4% |
$54.7K - $64.5K
|
3.47K
$478K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
617+ 85.93% |
$53.2K - $62.6K
|
1.34K
$184K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
614+ 12.33% |
$52.9K - $62.3K
|
5.59K
$771K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 11.11% |
$52.6K - $61.9K
|
6.1K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
604+ 13.64% |
$52.1K - $61.3K
|
5.03K
$693K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
601+ 8.98% |
$51.8K - $61K
|
7.29K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
600+ 25.09% |
$51.7K - $60.9K
|
2.99K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
590+ 4.28% |
$50.9K - $59.9K
|
14.4K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
581+ 1.79% |
$50.1K - $59K
|
33.1K
$4.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
574+ 2.83% |
$49.5K - $58.3K
|
20.8K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
570+ 20.48% |
$49.1K - $57.9K
|
3.35K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
569+ 10.4% |
$49K - $57.8K
|
6.04K
$833K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
569+ 10.46% |
$49K - $57.8K
|
6.01K
$828K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
568New |
$49K - $57.7K
|
568
$78.3K
|