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 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.95K+ 3.1% |
$599K - $705K
|
231K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.93K+ 14.43% |
$598K - $704K
|
55K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.77KNew |
$584K - $687K
|
6.77K
$859K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.75K+ 12.74% |
$582K - $685K
|
59.7K
$7.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.6K+ 0.14% |
$569K - $670K
|
4.68M
$593M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$560K - $660K
|
6.5K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.47KNew |
$557K - $657K
|
6.47K
$821K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.39K+ 6.09% |
$551K - $649K
|
111K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 8.94% |
$544K - $641K
|
76.9K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.21K+ 2.25% |
$535K - $630K
|
283K
$35.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
6.12KNew |
$528K - $622K
|
6.12K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.08K+ 40.84% |
$524K - $617K
|
21K
$2.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.07KNew |
$523K - $616K
|
6.07K
$770K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.9K+ 2.34% |
$508K - $599K
|
258K
$32.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.89K+ 85.44% |
$508K - $598K
|
12.8K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.89K+ 2.29% |
$507K - $598K
|
263K
$33.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.84K+ 4.66% |
$503K - $593K
|
131K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
5.83KNew |
$503K - $592K
|
5.83K
$740K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.75K+ 7.49% |
$496K - $584K
|
82.5K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.68K+ 19.19% |
$489K - $577K
|
35.3K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
5.63K+ 40.31% |
$485K - $572K
|
19.6K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.6K+ 1.98% |
$482K - $568K
|
288K
$36.6M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5.59K+ 51.49% |
$482K - $568K
|
16.4K
$2.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.47K+ 3.67% |
$471K - $555K
|
154K
$19.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.44KNew |
$468K - $552K
|
5.44K
$690K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.41KNew |
$466K - $549K
|
5.41K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.29KNew |
$456K - $537K
|
5.29K
$671K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.25K+ 3.87% |
$452K - $533K
|
141K
$17.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.22K+ 26.87% |
$450K - $530K
|
24.6K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.2KNew |
$448K - $528K
|
5.2K
$660K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.17K+ 41.54% |
$445K - $524K
|
17.6K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$443K - $521K
|
5.14K
$652K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 47.73% |
$438K - $516K
|
15.7K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 100.0% |
$431K - $508K
|
10K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.94KNew |
$426K - $502K
|
4.94K
$627K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.88K+ 23.78% |
$420K - $495K
|
25.4K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.87K+ 0.19% |
$420K - $494K
|
2.52M
$319M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.86K+ 5.68% |
$419K - $494K
|
90.5K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.82KNew |
$415K - $489K
|
4.82K
$611K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.81K+ 6.32% |
$414K - $488K
|
80.9K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.8KNew |
$413K - $487K
|
4.8K
$609K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.78KNew |
$412K - $486K
|
4.78K
$607K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 45.62% |
$405K - $477K
|
15K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.68K+ 7.45% |
$404K - $476K
|
67.6K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.65K+ 1.82% |
$401K - $473K
|
261K
$33.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
4.5K+ 6.55% |
$388K - $457K
|
73.2K
$9.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.41K+ 42.72% |
$380K - $448K
|
14.7K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
4.33K+ 1.39% |
$373K - $439K
|
315K
$40M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.26KNew |
$367K - $432K
|
4.26K
$540K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.2K+ 25.74% |
$362K - $427K
|
20.5K
$2.61M
|