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 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-901- 9.41% |
$77.7K - $91.5K
|
8.67K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-903- 12.91% |
$77.8K - $91.7K
|
6.09K
$779K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-907- 11.44% |
$78.2K - $92.1K
|
7.02K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-921- 4.21% |
$79.4K - $93.5K
|
20.9K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-936- 15.03% |
$80.7K - $95K
|
5.29K
$677K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-937- 30.19% |
$80.8K - $95.1K
|
2.17K
$277K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-939- 19.56% |
$80.9K - $95.3K
|
3.86K
$494K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-958- 3.74% |
$82.6K - $97.3K
|
24.7K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-973- 17.07% |
$83.9K - $98.8K
|
4.73K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-981- 2.37% |
$84.6K - $99.6K
|
40.4K
$5.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-985- 23.69% |
$84.9K - $100K
|
3.17K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-987- 3.75% |
$85.1K - $100K
|
25.3K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-989- 27.24% |
$85.2K - $100K
|
2.64K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-997- 3.93% |
$85.9K - $101K
|
24.4K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-998- 19.5% |
$86K - $101K
|
4.12K
$527K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 79.98% |
$87.5K - $103K
|
254
$32.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.03K- 1.86% |
$88.8K - $105K
|
54.3K
$6.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 16.04% |
$89.9K - $106K
|
5.46K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.04K- 13.23% |
$90K - $106K
|
6.85K
$875K
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.05K- 0.9% |
$90.4K - $107K
|
115K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 4.79% |
$91.9K - $108K
|
21.2K
$2.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.07K- 8.54% |
$92.6K - $109K
|
11.5K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.09K- 17.68% |
$93.6K - $110K
|
5.06K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 10.92% |
$95.8K - $113K
|
9.07K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 3.47% |
$96.8K - $114K
|
31.2K
$3.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 1.7% |
$99.1K - $117K
|
66.5K
$8.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.16K- 13.2% |
$99.6K - $117K
|
7.6K
$972K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.17K- 12.05% |
$101K - $119K
|
8.54K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.17K- 0.76% |
$101K - $119K
|
153K
$19.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.18K- 10.33% |
$102K - $120K
|
10.2K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.19K- 9.01% |
$103K - $121K
|
12K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.24K- 16.99% |
$107K - $126K
|
6.05K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.24K- 13.22% |
$107K - $126K
|
8.15K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.25K- 8.47% |
$108K - $127K
|
13.5K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 7.74% |
$109K - $128K
|
15K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.27K- 0.68% |
$109K - $129K
|
184K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.28K- 1.37% |
$110K - $130K
|
92.2K
$11.8M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$111K - $131K
|
46.6K
$5.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.3K- 29.95% |
$112K - $132K
|
3.03K
$388K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 34.23% |
$112K - $132K
|
2.49K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.3K- 14.61% |
$112K - $132K
|
7.6K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.3K- 2.65% |
$112K - $132K
|
47.9K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 14.86% |
$113K - $133K
|
7.5K
$959K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.32K- 15.25% |
$113K - $134K
|
7.31K
$934K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.32K- 0.65% |
$113K - $134K
|
202K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.35K- 2.4% |
$116K - $137K
|
54.7K
$7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.35K- 0.37% |
$116K - $137K
|
362K
$46.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.35K- 1.47% |
$116K - $137K
|
90.5K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.36K- 15.41% |
$117K - $138K
|
7.44K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 8.31% |
$118K - $140K
|
15.2K
$1.94M
|