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
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.3% |
$8.62K - $10.2K
|
1.27K
$162K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 0.06% |
$8.62K - $10.2K
|
156K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.03% |
$8.62K - $10.2K
|
9.59K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-101- 4.4% |
$8.71K - $10.3K
|
2.19K
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-101- 2.0% |
$8.71K - $10.3K
|
4.95K
$633K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-102- 0.39% |
$8.79K - $10.4K
|
25.8K
$3.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-104- 0.83% |
$8.96K - $10.6K
|
12.4K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-109- 2.9% |
$9.39K - $11.1K
|
3.65K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-109- 1.84% |
$9.39K - $11.1K
|
5.83K
$745K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 4.21% |
$9.48K - $11.2K
|
2.51K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-110- 1.55% |
$9.48K - $11.2K
|
6.99K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-114- 4.5% |
$9.83K - $11.6K
|
2.42K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-115- 1.9% |
$9.91K - $11.7K
|
5.94K
$759K
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-117- 0.26% |
$10.1K - $11.9K
|
44.3K
$5.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-121- 0.37% |
$10.4K - $12.3K
|
32.6K
$4.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 6.05% |
$10.4K - $12.3K
|
1.88K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-123- 0.62% |
$10.6K - $12.5K
|
19.8K
$2.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-125- 0.6% |
$10.8K - $12.7K
|
20.8K
$2.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-126- 0.49% |
$10.9K - $12.8K
|
25.4K
$3.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-129- 1.05% |
$11.1K - $13.1K
|
12.2K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-130- 0.17% |
$11.2K - $13.2K
|
76.3K
$9.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-134- 1.91% |
$11.5K - $13.6K
|
6.89K
$880K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-134- 0.09% |
$11.5K - $13.6K
|
144K
$18.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-136- 4.46% |
$11.7K - $13.8K
|
2.91K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-136- 2.09% |
$11.7K - $13.8K
|
6.38K
$815K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-139- 2.39% |
$12K - $14.1K
|
5.68K
$726K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-139- 0.87% |
$12K - $14.1K
|
15.8K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-142- 5.04% |
$12.2K - $14.4K
|
2.68K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-144- 1.87% |
$12.4K - $14.6K
|
7.56K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-144- 0.3% |
$12.4K - $14.6K
|
47.6K
$6.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.83% |
$12.5K - $14.7K
|
4.97K
$636K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148- 14.44% |
$12.8K - $15K
|
877
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-148- 0.75% |
$12.8K - $15K
|
19.5K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-149- 0.53% |
$12.8K - $15.1K
|
28.2K
$3.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-156- 2.6% |
$13.4K - $15.8K
|
5.85K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-158- 0.06% |
$13.6K - $16K
|
275K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-159- 1.37% |
$13.7K - $16.1K
|
11.5K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-160- 3.31% |
$13.8K - $16.2K
|
4.68K
$598K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$19.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 1.24% |
$14.4K - $17K
|
13.3K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-170- 6.92% |
$14.7K - $17.3K
|
2.29K
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-172- 2.46% |
$14.8K - $17.5K
|
6.83K
$873K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-172- 6.24% |
$14.8K - $17.5K
|
2.58K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-172- 1.74% |
$14.8K - $17.5K
|
9.7K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-173- 3.44% |
$14.9K - $17.6K
|
4.86K
$621K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-176- 1.87% |
$15.2K - $17.9K
|
9.21K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-178- 4.15% |
$15.3K - $18.1K
|
4.12K
$526K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-180- 2.27% |
$15.5K - $18.3K
|
7.76K
$992K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-180- 6.81% |
$15.5K - $18.3K
|
2.46K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-182- 5.91% |
$15.7K - $18.5K
|
2.9K
$370K
|