Purchases and Sales Made in Q2 2024 in Morgan Stanley (MS)

MS Quotes by TradingView

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 06, 2024 Q2 2024
Torray LLC

BUY
 -
213
+ 0.48%
$18.4K - $21.6K
44.8K $6.18M
Aug 08, 2024 Q2 2024
Stolper CO

BUY
 -
210
+ 0.85%
$18.1K - $21.3K
24.8K $3.42M
Aug 05, 2024 Q2 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
208
+ 4.85%
$17.9K - $21.1K
4.5K $620K
Aug 05, 2024 Q2 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
207
+ 1.21%
$17.8K - $21K
17.3K $2.38M
Aug 02, 2024 Q2 2024
Carmichael Hill & Associates, Inc.

BUY
 -
205
+ 35.34%
$17.7K - $20.8K
785 $108K
Aug 12, 2024 Q2 2024
Beta Wealth Group, Inc.

BUY
 -
205
+ 3.25%
$17.7K - $20.8K
6.52K $898K
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
203
+ 7.83%
$17.5K - $20.6K
2.8K $385K
Jul 03, 2024 Q2 2024
Curbstone Financial Management Corp

BUY
 -
200
+ 3.55%
$17.2K - $20.3K
5.83K $804K
Aug 01, 2024 Q2 2024
Union Savings Bank

Litchfield, CT
BUY
 -
199
+ 66.33%
$17.2K - $20.2K
499 $68.8K
Jul 09, 2024 Q2 2024
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
197
+ 2.23%
$17K - $20K
9.02K $1.24M
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
194
+ 0.59%
$16.7K - $19.7K
33.3K $4.59M
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
193
+ 0.41%
$16.6K - $19.6K
47.8K $6.59M
Jul 09, 2024 Q2 2024
Somerset Trust CO

BUY
 -
191
+ 1.29%
$16.5K - $19.4K
15K $2.07M
Aug 09, 2024 Q2 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
187
+ 1.04%
$16.1K - $19K
18.2K $2.51M
Jul 23, 2024 Q2 2024
Rockland Trust CO

BUY
 -
186
+ 2.03%
$16K - $18.9K
9.36K $1.29M
Aug 01, 2024 Q2 2024
Waterfront Wealth Inc.

BUY
 -
186
+ 1.25%
$16K - $18.9K
15.1K $2.08M
Aug 07, 2024 Q2 2024
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
184
+ 3.37%
$15.9K - $18.7K
5.64K $777K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
183
+ 2.68%
$15.8K - $18.6K
7.02K $968K
Jul 16, 2024 Q2 2024
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
180
+ 20.88%
$15.5K - $18.3K
1.04K $144K
Aug 08, 2024 Q2 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
178
+ 5.68%
$15.3K - $18.1K
3.31K $457K
Aug 09, 2024 Q2 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
176
+ 4.96%
$15.2K - $17.9K
3.73K $513K
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
175
+ 2.59%
$15.1K - $17.8K
6.92K $954K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
175
New
$15.1K - $17.8K
175 $24.1K
Aug 07, 2024 Q2 2024
Lansing Street Advisors

BUY
 -
173
+ 1.44%
$14.9K - $17.6K
12.2K $1.68M
Aug 01, 2024 Q2 2024
Mechanics Financial Corp

BUY
 -
172
+ 2.32%
$14.8K - $17.5K
7.6K $1.05M
Jul 19, 2024 Q2 2024
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
170
+ 2.16%
$14.7K - $17.3K
8.03K $1.11M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
167
+ 3.02%
$14.4K - $17K
5.69K $785K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
164
+ 5.47%
$14.1K - $16.7K
3.16K $436K
Aug 09, 2024 Q2 2024
Firestone Capital Management

BUY
 -
162
+ 7.26%
$14K - $16.4K
2.39K $330K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
154
New
$13.3K - $15.6K
154 $21.2K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
153
+ 6.64%
$13.2K - $15.5K
2.46K $338K
Jul 29, 2024 Q2 2024
Am Investment Strategies LLC

BUY
 -
152
+ 0.75%
$13.1K - $15.4K
20.5K $2.83M
Aug 14, 2024 Q2 2024
Norinchukin Bank, The

Tokyo, M0
BUY
 -
152
+ 0.34%
$13.1K - $15.4K
44.4K $6.12M
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 -
151
+ 1.42%
$13K - $15.3K
10.8K $1.49M
Aug 19, 2024 Q2 2024
Old North State Trust, LLC

Greensboro, NC
BUY
 -
150
+ 7.06%
$12.9K - $15.2K
2.27K $313K
Aug 15, 2024 Q2 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
149
+ 4.39%
$12.8K - $15.1K
3.54K $488K
Aug 06, 2024 Q2 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
148
+ 0.3%
$12.8K - $15K
49.2K $6.78M
Jul 22, 2024 Q2 2024
Peoples Bank

BUY
 -
146
+ 2.93%
$12.6K - $14.8K
5.13K $706K
Jul 30, 2024 Q2 2024
Klingman & Associates, LLC

BUY
 -
145
+ 6.57%
$12.5K - $14.7K
2.35K $324K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
144
+ 2.04%
$12.4K - $14.6K
7.2K $993K
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
143
+ 4.71%
$12.3K - $14.5K
3.18K $438K
Aug 01, 2024 Q2 2024
Welch & Forbes LLC

BUY
 -
141
+ 2.25%
$12.2K - $14.3K
6.41K $883K
Aug 14, 2024 Q2 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
140
+ 2.82%
$12.1K - $14.2K
5.1K $703K
Jul 16, 2024 Q2 2024
Tsfg, LLC

BUY
 -
137
+ 25.56%
$11.8K - $13.9K
673 $92.7K
Aug 09, 2024 Q2 2024
Seven Bridge Financial Group, LLC

BUY
 -
137
+ 0.49%
$11.8K - $13.9K
28K $3.85M
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
137
+ 22.1%
$11.8K - $13.9K
757 $104K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
135
New
$11.6K - $13.7K
135 $18.6K
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
131
+ 0.69%
$11.3K - $13.3K
19K $2.62M
Jul 02, 2024 Q2 2024
Marcum Wealth, LLC

BUY
 -
130
+ 2.81%
$11.2K - $13.2K
4.75K $655K

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