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
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-185- 4.47% |
$15.9K - $18.8K
|
3.95K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-189- 6.06% |
$16.3K - $19.2K
|
2.93K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-191- 3.85% |
$16.5K - $19.4K
|
4.77K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-192- 0.24% |
$16.5K - $19.5K
|
78.9K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-197- 0.9% |
$17K - $20K
|
21.6K
$2.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-198- 0.73% |
$17.1K - $20.1K
|
27K
$3.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-200- 13.0% |
$17.2K - $20.3K
|
1.34K
$171K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.3% |
$17.2K - $20.3K
|
15.2K
$1.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-200- 8.47% |
$17.2K - $20.3K
|
2.16K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 3.12% |
$17.2K - $20.3K
|
6.22K
$795K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-208- 1.67% |
$17.9K - $21.1K
|
12.2K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-208- 1.01% |
$17.9K - $21.1K
|
20.4K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-210- 0.4% |
$18.1K - $21.3K
|
52.7K
$6.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-210- 0.44% |
$18.1K - $21.3K
|
48K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-212- 0.92% |
$18.3K - $21.5K
|
22.7K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-214- 1.44% |
$18.4K - $21.7K
|
14.6K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-221- 2.18% |
$19K - $22.4K
|
9.9K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 1.91% |
$19.1K - $22.5K
|
11.4K
$1.46M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 1.91% |
$19.1K - $22.5K
|
11.4K
$1.46M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-223- 6.18% |
$19.2K - $22.6K
|
3.38K
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.65% |
$19.4K - $22.8K
|
13.4K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-230- 3.77% |
$19.8K - $23.4K
|
5.87K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-239- 3.34% |
$20.6K - $24.3K
|
6.91K
$883K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-242- 2.05% |
$20.9K - $24.6K
|
11.6K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-242- 4.54% |
$20.9K - $24.6K
|
5.09K
$651K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-245- 2.13% |
$21.1K - $24.9K
|
11.3K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-245- 6.16% |
$21.1K - $24.9K
|
3.73K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-248- 5.75% |
$21.4K - $25.2K
|
4.07K
$520K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 4.7% |
$21.5K - $25.4K
|
5.07K
$648K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-253- 10.15% |
$21.8K - $25.7K
|
2.24K
$286K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-254- 0.54% |
$21.9K - $25.8K
|
46.5K
$5.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-255- 57.43% |
$22K - $25.9K
|
189
$24.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$639
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-263- 3.37% |
$22.7K - $26.7K
|
7.54K
$964K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-266- 2.28% |
$22.9K - $27K
|
11.4K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-269- 0.83% |
$23.2K - $27.3K
|
32.2K
$4.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-272- 22.11% |
$23.4K - $27.6K
|
958
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-274- 1.08% |
$23.6K - $27.8K
|
25.1K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-278- 1.11% |
$24K - $28.2K
|
24.7K
$3.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-285- 1.15% |
$24.6K - $28.9K
|
24.6K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-288- 11.02% |
$24.8K - $29.2K
|
2.33K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-288- 0.49% |
$24.8K - $29.2K
|
58.6K
$7.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-291- 4.76% |
$25.1K - $29.5K
|
5.82K
$745K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-295- 5.06% |
$25.4K - $30K
|
5.54K
$708K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-299- 2.8% |
$25.8K - $30.4K
|
10.4K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-300- 7.1% |
$25.9K - $30.5K
|
3.93K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-302- 0.29% |
$26K - $30.7K
|
102K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-303- 7.6% |
$26.1K - $30.8K
|
3.68K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-304- 10.69% |
$26.2K - $30.9K
|
2.54K
$325K
|