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 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 21.39% |
$6.12K - $7.21K
|
403
$51.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
70+ 0.18% |
$6.03K - $7.11K
|
39.8K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 8.59% |
$5.95K - $7.01K
|
872
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
68+ 0.43% |
$5.86K - $6.9K
|
15.7K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
68+ 0.42% |
$5.86K - $6.9K
|
16.3K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
66+ 1.81% |
$5.69K - $6.7K
|
3.71K
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
64+ 2.11% |
$5.52K - $6.5K
|
3.09K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.34K - $6.29K
|
62
$7.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
61+ 2.32% |
$5.26K - $6.19K
|
2.69K
$344K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 1.35% |
$5.17K - $6.09K
|
4.5K
$576K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59+ 1.67% |
$5.09K - $5.99K
|
3.6K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
57+ 1.0% |
$4.91K - $5.79K
|
5.75K
$735K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
56New |
$4.83K - $5.69K
|
56
$7.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
56+ 1.48% |
$4.83K - $5.69K
|
3.85K
$492K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56+ 2.21% |
$4.83K - $5.69K
|
2.59K
$331K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 2.14% |
$4.83K - $5.69K
|
2.67K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
56+ 4.19% |
$4.83K - $5.69K
|
1.39K
$178K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 2.07% |
$4.65K - $5.48K
|
2.66K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
53+ 27.18% |
$4.57K - $5.38K
|
248
$31.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
53+ 1.03% |
$4.57K - $5.38K
|
5.2K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
53+ 2.41% |
$4.57K - $5.38K
|
2.26K
$288K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52+ 0.5% |
$4.48K - $5.28K
|
10.5K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
52+ 1.76% |
$4.48K - $5.28K
|
3.01K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
52+ 0.14% |
$4.48K - $5.28K
|
36.9K
$4.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
51+ 0.19% |
$4.4K - $5.18K
|
27.2K
$3.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
51+ 0.39% |
$4.4K - $5.18K
|
13.3K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
51+ 1.86% |
$4.4K - $5.18K
|
2.8K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 1.02% |
$4.31K - $5.08K
|
4.95K
$633K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 4.91% |
$4.31K - $5.08K
|
1.07K
$137K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
48+ 1.49% |
$4.14K - $4.87K
|
3.27K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
47+ 0.55% |
$4.05K - $4.77K
|
8.6K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 1.98% |
$4.05K - $4.77K
|
2.42K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
47+ 0.07% |
$4.05K - $4.77K
|
72K
$9.21M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46+ 287.5% |
$3.96K - $4.67K
|
62
$7.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 1.81% |
$3.96K - $4.67K
|
2.59K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46+ 1.33% |
$3.96K - $4.67K
|
3.52K
$450K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 43.27% |
$3.88K - $4.57K
|
149
$19.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.66% |
$3.88K - $4.57K
|
2.75K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
42+ 1.59% |
$3.62K - $4.26K
|
2.69K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
41+ 0.17% |
$3.53K - $4.16K
|
23.6K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
40+ 0.11% |
$3.45K - $4.06K
|
37.7K
$4.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
39+ 2.31% |
$3.36K - $3.96K
|
1.73K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
39+ 0.97% |
$3.36K - $3.96K
|
4.06K
$519K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
38+ 0.19% |
$3.28K - $3.86K
|
20.6K
$2.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
36+ 0.84% |
$3.1K - $3.66K
|
4.34K
$554K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
35+ 0.04% |
$3.02K - $3.55K
|
81.7K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 39.53% |
$2.93K - $3.45K
|
120
$15.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
32+ 9.55% |
$2.76K - $3.25K
|
367
$46.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
31+ 0.33% |
$2.67K - $3.15K
|
9.42K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30+ 1.38% |
$2.59K - $3.05K
|
2.21K
$282K
|