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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.72K- 11.25% |
$234K - $276K
|
21.5K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.74K- 29.42% |
$236K - $278K
|
6.56K
$839K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.77K- 1.03% |
$239K - $281K
|
267K
$34.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.83K- 37.2% |
$244K - $287K
|
4.77K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.91K- 8.03% |
$251K - $296K
|
33.3K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.02K- 1.72% |
$260K - $306K
|
172K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 39.65% |
$261K - $308K
|
4.61K
$590K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.05K- 1.63% |
$263K - $310K
|
184K
$23.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.07K- 5.48% |
$265K - $312K
|
53K
$6.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.13K- 1.31% |
$270K - $318K
|
236K
$30.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.14K- 3.04% |
$271K - $319K
|
100K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.2K- 4.4% |
$276K - $325K
|
69.5K
$8.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.21K- 7.45% |
$277K - $326K
|
39.9K
$5.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.35K- 4.61% |
$288K - $340K
|
69.2K
$8.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-3.4K- 2.95% |
$293K - $345K
|
112K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.45K- 18.23% |
$297K - $350K
|
15.5K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.53K- 27.94% |
$304K - $358K
|
9.11K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.62K- 32.41% |
$312K - $367K
|
7.55K
$965K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.7K- 12.13% |
$319K - $376K
|
26.8K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.82K- 2.09% |
$329K - $388K
|
179K
$22.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.83K- 23.64% |
$330K - $389K
|
12.4K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.83K- 45.91% |
$330K - $389K
|
4.52K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 6.82% |
$333K - $392K
|
52.8K
$6.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.92K- 42.32% |
$337K - $397K
|
5.34K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.97K- 37.33% |
$342K - $403K
|
6.67K
$852K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.04K- 7.03% |
$348K - $410K
|
53.4K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.13K- 13.57% |
$356K - $419K
|
26.3K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.15K- 2.64% |
$357K - $421K
|
153K
$19.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.15K- 92.91% |
$358K - $422K
|
317
$40.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.17K- 5.01% |
$359K - $423K
|
79K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-4.22K- 8.73% |
$364K - $429K
|
44.2K
$5.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.34K- 1.83% |
$374K - $441K
|
233K
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.4K- 0.34% |
$379K - $447K
|
1.3M
$166M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.41K- 27.56% |
$380K - $448K
|
11.6K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.44K- 13.42% |
$383K - $451K
|
28.6K
$3.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.5K- 13.59% |
$388K - $457K
|
28.6K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.53K- 1.76% |
$390K - $460K
|
253K
$32.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.6K- 28.78% |
$396K - $467K
|
11.4K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 11.72% |
$401K - $472K
|
35K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.68K- 4.59% |
$404K - $475K
|
97.3K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.9K- 30.85% |
$423K - $498K
|
11K
$1.41M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.91K- 3.02% |
$423K - $498K
|
157K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-4.91K- 4.36% |
$423K - $498K
|
108K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.96K- 0.63% |
$427K - $503K
|
779K
$99.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.01K- 74.62% |
$431K - $508K
|
1.7K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.06K- 12.47% |
$436K - $514K
|
35.6K
$4.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.24K- 87.9% |
$452K - $532K
|
722
$92.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.38K- 14.71% |
$464K - $547K
|
31.2K
$3.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.39K- 23.48% |
$465K - $547K
|
17.6K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.4K- 5.99% |
$465K - $548K
|
84.8K
$10.8M
|