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 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
325+ 5.66% |
$28K - $33K
|
6.07K
$776K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
321+ 4.06% |
$27.7K - $32.6K
|
8.23K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
320+ 0.3% |
$27.6K - $32.5K
|
107K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
319+ 0.41% |
$27.5K - $32.4K
|
77.6K
$9.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316+ 1.05% |
$27.2K - $32.1K
|
30.4K
$3.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
313New |
$27K - $31.8K
|
313
$40K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
313+ 1.12% |
$27K - $31.8K
|
28.2K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
313+ 68.19% |
$27K - $31.8K
|
772
$98.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
313+ 12.16% |
$27K - $31.8K
|
2.89K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
313+ 1.91% |
$27K - $31.8K
|
16.7K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
312+ 5.51% |
$26.9K - $31.7K
|
5.97K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
311+ 4.76% |
$26.8K - $31.6K
|
6.85K
$876K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
310+ 3.58% |
$26.7K - $31.5K
|
8.97K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
303+ 0.82% |
$26.1K - $30.8K
|
37.1K
$4.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$25.9K - $30.5K
|
300
$38.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
293+ 6.79% |
$25.3K - $29.7K
|
4.61K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
285+ 0.81% |
$24.6K - $28.9K
|
35.4K
$4.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
284+ 5.79% |
$24.5K - $28.8K
|
5.19K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
281+ 5.89% |
$24.2K - $28.5K
|
5.05K
$646K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
280+ 5.92% |
$24.1K - $28.4K
|
5.01K
$640K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
277+ 46.87% |
$23.9K - $28.1K
|
868
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
276+ 8.02% |
$23.8K - $28K
|
3.72K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
274+ 4.81% |
$23.6K - $27.8K
|
5.97K
$763K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
272+ 4.53% |
$23.4K - $27.6K
|
6.28K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
269+ 9.69% |
$23.2K - $27.3K
|
3.04K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
268+ 1.53% |
$23.1K - $27.2K
|
17.7K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
268+ 8.93% |
$23.1K - $27.2K
|
3.27K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
267+ 5.83% |
$23K - $27.1K
|
4.85K
$620K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
265New |
$22.8K - $26.9K
|
265
$33.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
257+ 29.71% |
$22.2K - $26.1K
|
1.12K
$143K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
257New |
$22.2K - $26.1K
|
257
$32.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
257+ 7.11% |
$22.2K - $26.1K
|
3.87K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
249+ 0.98% |
$21.5K - $25.3K
|
25.8K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
246+ 1.98% |
$21.2K - $25K
|
12.7K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
245+ 1.11% |
$21.1K - $24.9K
|
22.4K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
241+ 1147.62% |
$20.8K - $24.5K
|
262
$33.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
240+ 2.27% |
$20.7K - $24.4K
|
10.8K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
238+ 8.84% |
$20.5K - $24.2K
|
2.93K
$375K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
238+ 8.84% |
$20.5K - $24.2K
|
2.93K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
237+ 6.95% |
$20.4K - $24.1K
|
3.65K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
236+ 0.71% |
$20.3K - $24K
|
33.7K
$4.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
235+ 1.35% |
$20.3K - $23.9K
|
17.6K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
232+ 9.49% |
$20K - $23.6K
|
2.68K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
223+ 15.33% |
$19.2K - $22.6K
|
1.68K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
218+ 9.42% |
$18.8K - $22.1K
|
2.53K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
218+ 5.49% |
$18.8K - $22.1K
|
4.19K
$535K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
217+ 2.23% |
$18.7K - $22K
|
9.95K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
216+ 4.11% |
$18.6K - $21.9K
|
5.48K
$700K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
216+ 5.9% |
$18.6K - $21.9K
|
3.87K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
215+ 0.61% |
$18.5K - $21.8K
|
35.7K
$4.57M
|