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 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.52K- 2.17% |
$475K - $560K
|
249K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.67K- 34.76% |
$488K - $575K
|
10.6K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-5.95K- 22.51% |
$513K - $604K
|
20.5K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.04K- 1.15% |
$520K - $613K
|
521K
$66.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.06K- 4.32% |
$523K - $616K
|
134K
$17.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.12K- 5.3% |
$527K - $621K
|
109K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-6.36K- 16.64% |
$548K - $646K
|
31.8K
$4.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.37K- 60.42% |
$549K - $646K
|
4.17K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.39K- 0.49% |
$550K - $648K
|
1.29M
$165M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-6.4K- 20.58% |
$552K - $650K
|
24.7K
$3.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-6.45K- 59.44% |
$556K - $655K
|
4.4K
$563K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.61K- 4.24% |
$570K - $671K
|
149K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.73K- 4.09% |
$580K - $684K
|
158K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.87K- 20.52% |
$592K - $698K
|
26.6K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.88K- 0.79% |
$593K - $698K
|
861K
$110M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.88K- 15.69% |
$593K - $698K
|
36.9K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.91K- 1.0% |
$596K - $702K
|
687K
$87.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7K- 2.11% |
$604K - $711K
|
324K
$41.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.03KClosed |
$605K - $713K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.24K- 13.72% |
$624K - $735K
|
45.5K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7.29K- 68.89% |
$628K - $740K
|
3.29K
$421K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.36K- 0.71% |
$635K - $747K
|
1.03M
$132M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.41K- 24.18% |
$639K - $753K
|
23.2K
$2.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-7.47K- 3.66% |
$644K - $759K
|
197K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.59K- 44.86% |
$654K - $770K
|
9.33K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.81K- 2.64% |
$673K - $793K
|
288K
$36.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.03K- 10.55% |
$692K - $815K
|
68K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-8.09K- 10.94% |
$697K - $821K
|
65.9K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.1K- 34.84% |
$698K - $822K
|
15.1K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-8.4K- 41.75% |
$724K - $853K
|
11.7K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.5K- 6.09% |
$732K - $863K
|
131K
$16.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.7K- 53.43% |
$750K - $884K
|
7.59K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-9.04K- 68.99% |
$779K - $917K
|
4.06K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.12K- 3.43% |
$786K - $926K
|
256K
$32.8M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.21K- 35.13% |
$793K - $935K
|
17K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9.25K- 8.74% |
$797K - $939K
|
96.6K
$12.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.83K- 11.5% |
$847K - $998K
|
75.7K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-10.1K- 70.59% |
$875K - $1.03M
|
4.23K
$541K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.4K- 53.81% |
$894K - $1.05M
|
8.9K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.5K- 1.5% |
$905K - $1.07M
|
688K
$87.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-11.3K- 12.44% |
$971K - $1.14M
|
79.3K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 2.36% |
$976K - $1.15M
|
468K
$59.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-11.4K- 49.96% |
$981K - $1.16M
|
11.4K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.4K- 50.0% |
$983K - $1.16M
|
11.4K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-11.5K- 14.98% |
$992K - $1.17M
|
65.3K
$8.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11.7K- 2.84% |
$1.01M - $1.18M
|
399K
$51M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-11.7K- 80.19% |
$1.01M - $1.19M
|
2.89K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-11.7K- 5.76% |
$1.01M - $1.19M
|
191K
$24.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-11.7K- 2.53% |
$1.01M - $1.19M
|
453K
$57.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.9K- 15.71% |
$1.03M - $1.21M
|
63.9K
$8.17M
|