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 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11.2K+ 463.69% |
$963K - $1.13M
|
13.6K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11K+ 93.91% |
$952K - $1.12M
|
22.8K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11K+ 34.49% |
$947K - $1.12M
|
42.9K
$5.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.9K+ 27.19% |
$938K - $1.1M
|
50.9K
$6.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
10.8K+ 30.77% |
$928K - $1.09M
|
45.7K
$6.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
10.7K+ 37.52% |
$919K - $1.08M
|
39.1K
$5.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.6K+ 27.63% |
$914K - $1.08M
|
49K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.5K+ 70.47% |
$905K - $1.07M
|
25.4K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$895K - $1.05M
|
10.4K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.4K+ 25.46% |
$894K - $1.05M
|
51.1K
$6.96M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
10.4K+ 3.39% |
$894K - $1.05M
|
317K
$43.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.2K+ 230.16% |
$883K - $1.04M
|
14.7K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
10.2K+ 12.99% |
$878K - $1.03M
|
88.7K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1K+ 6.3% |
$869K - $1.02M
|
170K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10K+ 51.81% |
$862K - $1.02M
|
29.3K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.73K+ 2.77% |
$838K - $988K
|
360K
$49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.46K+ 115.92% |
$815K - $960K
|
17.6K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
$764K - $900K
|
8.87K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.84K+ 0.94% |
$762K - $898K
|
948K
$129M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.82K+ 68.43% |
$760K - $895K
|
21.7K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
8.66K+ 1.87% |
$747K - $880K
|
473K
$64.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
8.58K+ 24.36% |
$739K - $871K
|
43.8K
$5.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.48KNew |
$731K - $861K
|
8.48K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
8.4K+ 119.49% |
$724K - $853K
|
15.4K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.36K+ 6430.0% |
$720K - $849K
|
8.49K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.34KNew |
$719K - $847K
|
8.34K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.3K+ 3.0% |
$715K - $842K
|
285K
$38.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.26K+ 1.59% |
$712K - $839K
|
526K
$71.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.21K+ 269.4% |
$708K - $834K
|
11.3K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8.19K+ 5.92% |
$706K - $832K
|
147K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
8.16KNew |
$703K - $829K
|
8.16K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.08KNew |
$696K - $820K
|
8.08K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.03KNew |
$692K - $815K
|
8.03K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7.99K+ 3.56% |
$689K - $811K
|
232K
$31.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
7.99KNew |
$688K - $811K
|
7.99K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
7.94KNew |
$685K - $806K
|
7.94K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.91KNew |
$682K - $803K
|
7.91K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.88KNew |
$680K - $800K
|
7.88K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7.84K+ 30.4% |
$676K - $796K
|
33.6K
$4.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
7.51K+ 3.78% |
$647K - $763K
|
206K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7.5K+ 17.14% |
$646K - $761K
|
51.3K
$6.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.27K+ 8.63% |
$627K - $738K
|
91.5K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.27K+ 2.98% |
$627K - $738K
|
251K
$34.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
7.26KNew |
$625K - $737K
|
7.26K
$987K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.19K+ 69.31% |
$619K - $729K
|
17.6K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.15K+ 38.9% |
$617K - $726K
|
25.5K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 141.59% |
$611K - $720K
|
12.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 7.94% |
$608K - $716K
|
95.9K
$13M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.05K+ 3.03% |
$608K - $716K
|
240K
$32.6M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
7.03K+ 5.52% |
$606K - $714K
|
135K
$18.3M
|