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 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-487- 1.14% |
$42K - $49.4K
|
42.2K
$5.81M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-495- 1.38% |
$42.7K - $50.3K
|
35.3K
$4.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 18.78% |
$43.1K - $50.8K
|
2.16K
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.15% |
$43.1K - $50.8K
|
343K
$47.2M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-504- 8.24% |
$43.4K - $51.2K
|
5.62K
$774K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-508- 1.95% |
$43.8K - $51.6K
|
25.6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-508- 0.12% |
$43.8K - $51.6K
|
440K
$60.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-511- 36.27% |
$44K - $51.9K
|
898
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-534- 1.91% |
$46K - $54.2K
|
27.4K
$3.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-536- 8.72% |
$46.2K - $54.4K
|
5.61K
$774K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-544- 87.6% |
$46.9K - $55.2K
|
77
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-550- 16.58% |
$47.4K - $55.8K
|
2.77K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-551- 11.37% |
$47.5K - $55.9K
|
4.29K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-553- 19.43% |
$47.7K - $56.1K
|
2.29K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-556- 7.35% |
$47.9K - $56.5K
|
7.01K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-557- 14.96% |
$48K - $56.6K
|
3.17K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-560- 4.95% |
$48.3K - $56.9K
|
10.7K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-578- 1.46% |
$49.8K - $58.7K
|
38.9K
$5.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-581- 40.86% |
$50.1K - $59K
|
841
$116K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-593- 6.26% |
$51.1K - $60.2K
|
8.88K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-600- 3.6% |
$51.7K - $60.9K
|
16.1K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-600- 12.88% |
$51.7K - $60.9K
|
4.06K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-603- 9.18% |
$52K - $61.2K
|
5.96K
$822K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-624- 1.77% |
$53.8K - $63.4K
|
34.6K
$4.77M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-653- 7.19% |
$56.3K - $66.3K
|
8.42K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-655- 1.87% |
$56.5K - $66.5K
|
34.4K
$4.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-666- 3.28% |
$57.4K - $67.6K
|
19.7K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-667- 10.68% |
$57.5K - $67.7K
|
5.58K
$769K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 10.39% |
$57.6K - $67.8K
|
5.76K
$794K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-670- 1.14% |
$57.7K - $68K
|
58.3K
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-696- 6.28% |
$60K - $70.7K
|
10.4K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-698- 1.71% |
$60.2K - $70.9K
|
40.1K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-707- 0.65% |
$60.9K - $71.8K
|
108K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-714- 10.27% |
$61.5K - $72.5K
|
6.24K
$859K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-726- 6.16% |
$62.6K - $73.7K
|
11.1K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-736- 6.95% |
$63.4K - $74.7K
|
9.86K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-744- 12.74% |
$64.1K - $75.5K
|
5.1K
$702K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-758- 19.19% |
$65.3K - $77K
|
3.19K
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-759- 20.13% |
$65.4K - $77.1K
|
3.01K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-762- 16.26% |
$65.7K - $77.4K
|
3.92K
$541K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-773- 0.95% |
$66.6K - $78.5K
|
80.2K
$11.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-774- 35.12% |
$66.7K - $78.6K
|
1.43K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-799- 2.08% |
$68.9K - $81.1K
|
37.5K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-814- 1.79% |
$70.2K - $82.6K
|
44.6K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-842- 0.89% |
$72.6K - $85.5K
|
94.3K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-848- 10.6% |
$73.1K - $86.1K
|
7.15K
$986K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-856- 5.5% |
$73.8K - $86.9K
|
14.7K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-865- 11.62% |
$74.6K - $87.8K
|
6.58K
$906K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-875- 2.23% |
$75.4K - $88.8K
|
38.3K
$5.28M
|