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 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130+ 0.76% |
$11.2K - $13.2K
|
17.3K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
127+ 0.84% |
$10.9K - $12.9K
|
15.3K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$10.8K - $12.7K
|
125
$16K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
124+ 0.72% |
$10.7K - $12.6K
|
17.4K
$2.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
124+ 2.27% |
$10.7K - $12.6K
|
5.6K
$716K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
120+ 100.84% |
$10.3K - $12.2K
|
239
$30.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
118+ 0.86% |
$10.2K - $12K
|
13.8K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
117+ 0.74% |
$10.1K - $11.9K
|
16K
$2.04M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
116New |
$10K - $11.8K
|
116
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.99% |
$9.91K - $11.7K
|
11.8K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
113+ 0.74% |
$9.74K - $11.5K
|
15.4K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111+ 45.31% |
$9.57K - $11.3K
|
356
$45.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 1.41% |
$9.57K - $11.3K
|
7.97K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
109New |
$9.39K - $11.1K
|
109
$13.9K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
107+ 0.7% |
$9.22K - $10.9K
|
15.4K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106+ 24.37% |
$9.14K - $10.8K
|
541
$69.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 112.9% |
$9.05K - $10.7K
|
198
$25.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
104+ 0.85% |
$8.96K - $10.6K
|
12.3K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
104New |
$8.96K - $10.6K
|
104
$13.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
104+ 1.64% |
$8.96K - $10.6K
|
6.43K
$822K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
102New |
$8.79K - $10.4K
|
102
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
99+ 0.1% |
$8.53K - $10.1K
|
102K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 2.94% |
$8.36K - $9.85K
|
3.4K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
96+ 24.0% |
$8.27K - $9.75K
|
496
$63.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
95+ 3.98% |
$8.19K - $9.65K
|
2.48K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95New |
$8.19K - $9.65K
|
95
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
94+ 2.64% |
$8.1K - $9.54K
|
3.65K
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
93+ 1.51% |
$8.02K - $9.44K
|
6.23K
$797K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 489.47% |
$8.02K - $9.44K
|
112
$14.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
92+ 0.31% |
$7.93K - $9.34K
|
29.5K
$3.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 0.89% |
$7.93K - $9.34K
|
10.4K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 2.45% |
$7.84K - $9.24K
|
3.81K
$487K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
91+ 3.18% |
$7.84K - $9.24K
|
2.95K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
91+ 3.17% |
$7.84K - $9.24K
|
2.97K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
89+ 3.2% |
$7.67K - $9.04K
|
2.87K
$367K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
89+ 2.2% |
$7.67K - $9.04K
|
4.14K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
88+ 3.69% |
$7.58K - $8.93K
|
2.48K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
87+ 0.25% |
$7.5K - $8.83K
|
35K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
87+ 0.94% |
$7.5K - $8.83K
|
9.32K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
86+ 2.59% |
$7.41K - $8.73K
|
3.41K
$435K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
85+ 4.69% |
$7.33K - $8.63K
|
1.9K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$7.15K - $8.43K
|
83
$10.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
83+ 8.0% |
$7.15K - $8.43K
|
1.12K
$143K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
81+ 0.69% |
$6.98K - $8.22K
|
11.9K
$1.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
75+ 2.71% |
$6.46K - $7.61K
|
2.84K
$363K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 1.98% |
$6.46K - $7.61K
|
3.87K
$495K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 1.05% |
$6.46K - $7.61K
|
7.19K
$919K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
75+ 60.0% |
$6.46K - $7.61K
|
200
$25.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
74+ 0.03% |
$6.38K - $7.51K
|
236K
$30.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
73+ 0.38% |
$6.29K - $7.41K
|
19.4K
$2.48M
|