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 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-45- 1.35% |
$3.88K - $4.57K
|
3.3K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.31% |
$4.05K - $4.77K
|
15.3K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-49- 1.1% |
$4.22K - $4.97K
|
4.42K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.28% |
$4.31K - $5.08K
|
18.1K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$953K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-53- 1.63% |
$4.57K - $5.38K
|
3.2K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-54- 0.93% |
$4.65K - $5.48K
|
5.77K
$738K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 9.75% |
$4.65K - $5.48K
|
500
$63.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-56- 0.97% |
$4.83K - $5.69K
|
5.7K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-56- 0.69% |
$4.83K - $5.69K
|
8K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-56- 2.2% |
$4.83K - $5.69K
|
2.49K
$318K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 2.28% |
$4.91K - $5.79K
|
2.45K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 1.98% |
$4.91K - $5.79K
|
2.82K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-61- 55.45% |
$5.26K - $6.19K
|
49
$6.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-61- 0.75% |
$5.26K - $6.19K
|
8.12K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-61- 0.43% |
$5.26K - $6.19K
|
14.1K
$1.8M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-62- 0.18% |
$5.34K - $6.29K
|
33.6K
$4.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-63- 35.39% |
$5.43K - $6.4K
|
115
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-63- 2.26% |
$5.43K - $6.4K
|
2.73K
$348K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-63- 0.78% |
$5.43K - $6.4K
|
7.98K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-65- 21.38% |
$5.6K - $6.6K
|
239
$30.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-65- 1.7% |
$5.6K - $6.6K
|
3.76K
$481K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 79.27% |
$5.6K - $6.6K
|
17
$2.17K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-67- 2.12% |
$5.77K - $6.8K
|
3.1K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-67- 1.89% |
$5.77K - $6.8K
|
3.49K
$446K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-68- 0.23% |
$5.86K - $6.9K
|
29.9K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-69- 0.29% |
$5.95K - $7.01K
|
23.3K
$2.98M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-70- 2.95% |
$6.03K - $7.11K
|
2.3K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-73- 5.82% |
$6.29K - $7.41K
|
1.18K
$151K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$155K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-73- 2.27% |
$6.29K - $7.41K
|
3.15K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-74- 0.17% |
$6.38K - $7.51K
|
44.7K
$5.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.69% |
$6.46K - $7.61K
|
4.35K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-78- 0.5% |
$6.72K - $7.92K
|
15.6K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-85- 0.91% |
$7.33K - $8.63K
|
9.28K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-85- 9.01% |
$7.33K - $8.63K
|
858
$110K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-86- 1.15% |
$7.41K - $8.73K
|
7.42K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 0.62% |
$7.41K - $8.73K
|
13.7K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-87- 3.83% |
$7.5K - $8.83K
|
2.19K
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-89- 6.63% |
$7.67K - $9.04K
|
1.25K
$160K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-90- 2.91% |
$7.76K - $9.14K
|
3K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-92- 2.08% |
$7.93K - $9.34K
|
4.34K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-94- 0.17% |
$8.1K - $9.54K
|
56.4K
$7.21M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-94- 2.47% |
$8.1K - $9.54K
|
3.71K
$475K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-96- 2.46% |
$8.27K - $9.75K
|
3.8K
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-97- 2.59% |
$8.36K - $9.85K
|
3.65K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 3.48% |
$8.45K - $9.95K
|
2.72K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-98- 16.07% |
$8.45K - $9.95K
|
512
$65.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-100- 0.61% |
$8.62K - $10.2K
|
16.4K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 3.66% |
$8.62K - $10.2K
|
2.63K
$337K
|