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 |
|---|---|---|---|---|---|---|---|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
563+ 2.23% |
$48.5K - $57.2K
|
25.8K
$3.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
561+ 17.77% |
$48.4K - $57K
|
3.72K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
543+ 4.15% |
$46.8K - $55.1K
|
13.6K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
525+ 6.9% |
$45.2K - $53.3K
|
8.13K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
522+ 2.72% |
$45K - $53K
|
19.7K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
517+ 11.5% |
$44.6K - $52.5K
|
5.01K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
514+ 4.56% |
$44.3K - $52.2K
|
11.8K
$1.63M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
512+ 10240.0% |
$44.1K - $52K
|
517
$71.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
511+ 4.13% |
$44K - $51.9K
|
12.9K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
510+ 2.4% |
$44K - $51.8K
|
21.7K
$3M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
500+ 2.59% |
$43.1K - $50.8K
|
19.8K
$2.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
488+ 0.76% |
$42.1K - $49.5K
|
64.9K
$8.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
485+ 81.38% |
$41.8K - $49.2K
|
1.08K
$149K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
485New |
$41.8K - $49.2K
|
485
$66.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
484New |
$41.7K - $49.1K
|
484
$66.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
483+ 12.39% |
$41.6K - $49K
|
4.38K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
463+ 10.67% |
$39.9K - $47K
|
4.8K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
461+ 1.87% |
$39.7K - $46.8K
|
25.2K
$3.47M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
457+ 7.22% |
$39.4K - $46.4K
|
6.78K
$935K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
453+ 2.46% |
$39K - $46K
|
18.9K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
448+ 1.69% |
$38.6K - $45.5K
|
27K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
447+ 2.84% |
$38.5K - $45.4K
|
16.2K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
446+ 20.36% |
$38.4K - $45.3K
|
2.64K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
433New |
$37.3K - $44K
|
433
$59.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
432+ 0.9% |
$37.2K - $43.9K
|
48.6K
$6.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
429+ 5.83% |
$37K - $43.6K
|
7.79K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
428+ 10.85% |
$36.9K - $43.5K
|
4.37K
$603K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
426+ 8.5% |
$36.7K - $43.3K
|
5.44K
$749K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
412+ 6.65% |
$35.5K - $41.8K
|
6.6K
$910K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
403+ 3.17% |
$34.7K - $40.9K
|
13.1K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
400+ 10.78% |
$34.5K - $40.6K
|
4.11K
$566K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
397+ 1.55% |
$34.2K - $40.3K
|
26K
$3.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
396+ 16.32% |
$34.1K - $40.2K
|
2.82K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
395+ 171.74% |
$34K - $40.1K
|
625
$86.1K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
386+ 1.81% |
$33.3K - $39.2K
|
21.7K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
378+ 2.39% |
$32.6K - $38.4K
|
16.2K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
378+ 1.86% |
$32.6K - $38.4K
|
20.8K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
369+ 10.1% |
$31.8K - $37.5K
|
4.02K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
365+ 2.1% |
$31.5K - $37.1K
|
17.7K
$2.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
364+ 3.3% |
$31.4K - $37K
|
11.4K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
363+ 7.51% |
$31.3K - $36.9K
|
5.2K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
362+ 5.26% |
$31.2K - $36.8K
|
7.24K
$998K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
359+ 14.38% |
$30.9K - $36.4K
|
2.86K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
357+ 1.12% |
$30.8K - $36.2K
|
32.3K
$4.46M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
349New |
$30.1K - $35.4K
|
349
$48.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
337+ 5.42% |
$29K - $34.2K
|
6.56K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
337+ 11.94% |
$29K - $34.2K
|
3.16K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
332+ 16.59% |
$28.6K - $33.7K
|
2.33K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
332+ 7.46% |
$28.6K - $33.7K
|
4.79K
$659K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
325+ 6.05% |
$28K - $33K
|
5.7K
$785K
|