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 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-304- 2.15% |
$26.2K - $30.9K
|
13.8K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-311- 0.95% |
$26.8K - $31.6K
|
32.4K
$4.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-311- 9.93% |
$26.8K - $31.6K
|
2.82K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-314- 4.49% |
$27.1K - $31.9K
|
6.68K
$854K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-316- 7.13% |
$27.2K - $32.1K
|
4.11K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-328- 0.58% |
$28.3K - $33.3K
|
56.5K
$7.23M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-330- 10.44% |
$28.4K - $33.5K
|
2.83K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-333- 13.21% |
$28.7K - $33.8K
|
2.19K
$280K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-334- 21.69% |
$28.8K - $33.9K
|
1.21K
$154K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-341- 12.76% |
$29.4K - $34.6K
|
2.33K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-344- 8.92% |
$29.6K - $34.9K
|
3.51K
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-345- 0.09% |
$29.7K - $35K
|
364K
$46.6M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-350- 4.63% |
$30.2K - $35.5K
|
7.21K
$922K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-355- 0.67% |
$30.6K - $36K
|
52.7K
$6.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-374- 7.31% |
$32.2K - $38K
|
4.74K
$606K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-375- 1.1% |
$32.3K - $38.1K
|
33.8K
$4.32M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-378- 2.78% |
$32.6K - $38.4K
|
13.2K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-382- 10.47% |
$32.9K - $38.8K
|
3.27K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-383- 3.35% |
$33K - $38.9K
|
11K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-386- 8.41% |
$33.3K - $39.2K
|
4.2K
$537K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-387- 84.87% |
$33.4K - $39.3K
|
69
$8.82K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-393- 27.79% |
$33.9K - $39.9K
|
1.02K
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-396- 13.76% |
$34.1K - $40.2K
|
2.48K
$317K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 2.28% |
$34.5K - $40.6K
|
17.1K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 66.67% |
$34.5K - $40.6K
|
200
$25.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-404- 6.2% |
$34.8K - $41K
|
6.12K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-404- 69.66% |
$34.8K - $41K
|
176
$22.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-409- 6.4% |
$35.3K - $41.5K
|
5.98K
$765K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-414- 12.95% |
$35.7K - $42K
|
2.78K
$356K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-415- 3.12% |
$35.8K - $42.1K
|
12.9K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-416- 1.34% |
$35.9K - $42.2K
|
30.7K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-417- 15.55% |
$35.9K - $42.3K
|
2.27K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-420- 37.0% |
$36.2K - $42.6K
|
715
$91.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-423- 0.13% |
$36.5K - $42.9K
|
322K
$41.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-430- 1.11% |
$37.1K - $43.7K
|
38.3K
$4.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-432- 3.75% |
$37.2K - $43.9K
|
11.1K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-438- 10.76% |
$37.8K - $44.5K
|
3.63K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-442- 19.89% |
$38.1K - $44.9K
|
1.78K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-449- 2.41% |
$38.7K - $45.6K
|
18.2K
$2.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-450- 0.1% |
$38.8K - $45.7K
|
443K
$56.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-454- 5.13% |
$39.1K - $46.1K
|
8.39K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-460- 0.31% |
$39.6K - $46.7K
|
149K
$19M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-462- 14.96% |
$39.8K - $46.9K
|
2.63K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-466- 0.89% |
$40.2K - $47.3K
|
51.8K
$6.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-469- 12.85% |
$40.4K - $47.6K
|
3.18K
$407K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-469- 7.99% |
$40.4K - $47.6K
|
5.4K
$691K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-474- 5.07% |
$40.9K - $48.1K
|
8.87K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-481- 3.02% |
$41.5K - $48.8K
|
15.5K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-487- 2.78% |
$42K - $49.4K
|
17.1K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-487- 9.72% |
$42K - $49.4K
|
4.52K
$578K
|