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 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 3.86% |
$120K - $141K
|
34.6K
$4.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 7.45% |
$120K - $141K
|
17.3K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.41K- 14.43% |
$122K - $144K
|
8.39K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.44K- 7.74% |
$124K - $146K
|
17.1K
$2.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.5K- 45.52% |
$129K - $152K
|
1.79K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.52K- 4.4% |
$131K - $155K
|
33.1K
$4.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 10.99% |
$142K - $168K
|
13.4K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.68K- 3.53% |
$145K - $171K
|
45.9K
$5.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 1.75% |
$145K - $171K
|
94.2K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.69K- 3.17% |
$145K - $171K
|
51.5K
$6.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.72K- 38.27% |
$148K - $175K
|
2.77K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.72K- 15.57% |
$148K - $175K
|
9.34K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.8K- 32.07% |
$155K - $182K
|
3.8K
$486K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.8K- 0.3% |
$155K - $182K
|
588K
$75.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$9.46K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$498K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.83K- 2.49% |
$158K - $186K
|
72K
$9.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.84K- 8.82% |
$158K - $186K
|
19K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.84K- 6.65% |
$159K - $187K
|
25.8K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.84K- 20.1% |
$159K - $187K
|
7.32K
$936K
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.89K- 1.55% |
$162K - $191K
|
120K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.93K- 27.89% |
$166K - $195K
|
4.98K
$636K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.93K- 44.72% |
$166K - $196K
|
2.38K
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.99K- 0.39% |
$171K - $202K
|
502K
$64.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 15.13% |
$172K - $202K
|
11.2K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$172K - $203K
|
10K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2K- 7.33% |
$172K - $203K
|
25.3K
$3.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.01K- 0.27% |
$173K - $204K
|
750K
$95.9M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.05K- 0.67% |
$177K - $208K
|
304K
$38.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.09K- 11.44% |
$180K - $213K
|
16.2K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$181K - $213K
|
77.1K
$9.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.88% |
$181K - $213K
|
70.8K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.1K- 26.28% |
$181K - $213K
|
5.89K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.11K- 0.56% |
$182K - $214K
|
374K
$47.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.14K- 6.24% |
$185K - $217K
|
32.2K
$4.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.15K- 16.83% |
$185K - $218K
|
10.6K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.23K- 16.67% |
$193K - $227K
|
11.2K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.24K- 6.35% |
$193K - $228K
|
33.1K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.28K- 3.06% |
$197K - $232K
|
72.3K
$9.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.33K- 1.08% |
$201K - $236K
|
214K
$27.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.37K- 28.05% |
$205K - $241K
|
6.09K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.38K- 36.35% |
$205K - $242K
|
4.17K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.4K- 10.9% |
$207K - $243K
|
19.6K
$2.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.41K- 27.83% |
$207K - $244K
|
6.24K
$797K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.59K- 7.35% |
$223K - $263K
|
32.7K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.65K- 4.45% |
$228K - $269K
|
56.8K
$7.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.65K- 1.91% |
$228K - $269K
|
136K
$17.4M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.66K- 6.75% |
$229K - $270K
|
36.7K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.69K- 28.44% |
$232K - $273K
|
6.77K
$866K
|