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 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
51.9K+ 6.87% |
$4.47M - $5.27M
|
807K
$110M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.6K+ 20.97% |
$4.19M - $4.93M
|
280K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
48K+ 12.44% |
$4.14M - $4.87M
|
434K
$59M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
45.2K+ 6.75% |
$3.9M - $4.59M
|
715K
$97.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
43.6K+ 14.95% |
$3.76M - $4.43M
|
335K
$45.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42.8K+ 44.26% |
$3.69M - $4.34M
|
139K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
41.8KNew |
$3.6M - $4.24M
|
41.8K
$5.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.7K+ 24.57% |
$3.59M - $4.23M
|
211K
$28.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
40.4K+ 756.99% |
$3.48M - $4.1M
|
45.7K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
38.6KNew |
$3.33M - $3.92M
|
38.6K
$5.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
38.2KNew |
$3.29M - $3.87M
|
38.2K
$5.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
37.6K+ 8.3% |
$3.24M - $3.81M
|
490K
$66.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36.9K+ 991.93% |
$3.18M - $3.74M
|
40.6K
$5.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
36K+ 1763.6% |
$3.11M - $3.66M
|
38.1K
$5.18M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
34.1KNew |
$2.94M - $3.46M
|
34.1K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.9K+ 2.0% |
$2.92M - $3.44M
|
1.73M
$236M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
33.2K+ 4.84% |
$2.87M - $3.38M
|
720K
$97.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
31.2K+ 12.98% |
$2.69M - $3.17M
|
272K
$36.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31.1K+ 34194.51% |
$2.68M - $3.16M
|
31.2K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
29.9KNew |
$2.58M - $3.03M
|
29.9K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 39.78% |
$2.57M - $3.02M
|
105K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.6K+ 34.57% |
$2.55M - $3M
|
115K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
29.4K+ 3.4% |
$2.53M - $2.98M
|
894K
$122M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29.3K+ 30.99% |
$2.53M - $2.98M
|
124K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
28.6K+ 9.1% |
$2.46M - $2.9M
|
342K
$46.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.4K+ 729.57% |
$2.45M - $2.89M
|
32.3K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
28.1K+ 71.14% |
$2.42M - $2.85M
|
67.6K
$9.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
27.5K+ 1.41% |
$2.37M - $2.79M
|
1.98M
$269M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
27.5K+ 1.41% |
$2.37M - $2.79M
|
1.98M
$269M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27K+ 475.06% |
$2.32M - $2.74M
|
32.6K
$4.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
26.2K+ 34.24% |
$2.26M - $2.66M
|
103K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
25.4K+ 1.76% |
$2.19M - $2.58M
|
1.47M
$199M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
25.2K+ 131.31% |
$2.17M - $2.56M
|
44.3K
$6.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24.4K+ 10.72% |
$2.1M - $2.47M
|
252K
$34.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 27.2% |
$2.04M - $2.4M
|
111K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
23.5K+ 491.24% |
$2.03M - $2.39M
|
28.3K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
23.4K+ 102.48% |
$2.02M - $2.37M
|
46.2K
$6.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.3K+ 24.28% |
$2.01M - $2.37M
|
119K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.2K+ 138.46% |
$2M - $2.36M
|
40K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
23KNew |
$1.99M - $2.34M
|
23K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.96M - $2.31M
|
22.8K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
22.5K+ 18.86% |
$1.94M - $2.29M
|
142K
$19.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
22.5K+ 3.61% |
$1.94M - $2.28M
|
645K
$87.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
22.3K+ 38.38% |
$1.92M - $2.26M
|
80.3K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21.9K+ 136.39% |
$1.89M - $2.23M
|
38K
$5.17M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
21.8KNew |
$1.88M - $2.22M
|
21.8K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.9K+ 18.51% |
$1.8M - $2.12M
|
134K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
20.4KNew |
$1.76M - $2.07M
|
20.4K
$2.77M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
20.3K+ 78.08% |
$1.75M - $2.06M
|
46.3K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.2KNew |
$1.74M - $2.05M
|
20.2K
$2.74M
|