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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-6- 0.01% |
$517 - $609
|
92.1K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-6- 0.12% |
$517 - $609
|
5.05K
$645K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6- 0.06% |
$517 - $609
|
9.36K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-7- 0.31% |
$603 - $711
|
2.26K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7- 0.14% |
$603 - $711
|
5.11K
$653K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 8.7% |
$690 - $812
|
84
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 1.65% |
$690 - $812
|
478
$61.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.17% |
$776 - $914
|
5.3K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$776 - $914
|
6.73K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10- 0.01% |
$862 - $1.02K
|
122K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.45% |
$1.03K - $1.22K
|
2.63K
$336K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12- 0.09% |
$1.03K - $1.22K
|
12.7K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-13- 0.4% |
$1.12K - $1.32K
|
3.22K
$412K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.42% |
$1.21K - $1.42K
|
3.33K
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-14- 0.49% |
$1.21K - $1.42K
|
2.85K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14- 0.21% |
$1.21K - $1.42K
|
6.55K
$837K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 1.44% |
$1.29K - $1.52K
|
1.03K
$132K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.33% |
$1.29K - $1.52K
|
4.48K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.48% |
$1.29K - $1.52K
|
3.1K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-17- 0.56% |
$1.47K - $1.73K
|
3K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.5% |
$1.47K - $1.73K
|
3.4K
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-19- 0.3% |
$1.64K - $1.93K
|
6.3K
$806K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 0.76% |
$1.64K - $1.93K
|
2.49K
$318K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-20- 0.92% |
$1.72K - $2.03K
|
2.14K
$274K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-20- 1.94% |
$1.72K - $2.03K
|
1.01K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-21- 0.13% |
$1.81K - $2.13K
|
16.5K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-23- 0.41% |
$1.98K - $2.34K
|
5.52K
$706K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-24- 0.31% |
$2.07K - $2.44K
|
7.73K
$989K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-24- 0.87% |
$2.07K - $2.44K
|
2.75K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 0.15% |
$2.07K - $2.44K
|
15.9K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27- 0.38% |
$2.33K - $2.74K
|
7.09K
$906K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-27- 0.15% |
$2.33K - $2.74K
|
18.1K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-28- 1.33% |
$2.41K - $2.84K
|
2.08K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-29- 0.54% |
$2.5K - $2.94K
|
5.33K
$682K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-29- 0.48% |
$2.5K - $2.94K
|
6.04K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29- 0.78% |
$2.5K - $2.94K
|
3.68K
$471K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.59% |
$2.76K - $3.25K
|
5.42K
$693K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.32% |
$2.93K - $3.45K
|
2.54K
$324K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.69% |
$3.02K - $3.55K
|
5.01K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-37- 0.52% |
$3.19K - $3.76K
|
7.07K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 3.66% |
$3.36K - $3.96K
|
1.03K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-40- 0.52% |
$3.45K - $4.06K
|
7.6K
$972K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.86% |
$3.45K - $4.06K
|
4.61K
$589K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-41- 2.62% |
$3.53K - $4.16K
|
1.52K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-41- 0.59% |
$3.53K - $4.16K
|
6.88K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.52% |
$3.62K - $4.26K
|
8.07K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-44- 0.43% |
$3.79K - $4.47K
|
10.2K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$239K
|