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 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.11K+ 179.24% |
$354K - $417K
|
6.4K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.08KNew |
$352K - $415K
|
4.08K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.03KNew |
$348K - $410K
|
4.03K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.99K+ 27.77% |
$344K - $405K
|
18.4K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.87K+ 4.55% |
$334K - $393K
|
89.1K
$12.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.83K+ 4.85% |
$330K - $389K
|
82.8K
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.81K+ 24.65% |
$328K - $387K
|
19.3K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.79K+ 3.47% |
$326K - $385K
|
113K
$15.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.78K+ 3.85% |
$326K - $383K
|
102K
$13.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.71KNew |
$320K - $376K
|
3.71K
$504K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 8.56% |
$318K - $375K
|
46.8K
$6.36M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.67KNew |
$316K - $373K
|
3.67K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.64KNew |
$314K - $370K
|
3.64K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.53KNew |
$304K - $359K
|
3.53K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.53K+ 6.98% |
$304K - $358K
|
54.1K
$7.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.52K+ 30.57% |
$303K - $357K
|
15K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.48K+ 44.91% |
$300K - $354K
|
11.2K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 18.19% |
$293K - $346K
|
22.1K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 1.55% |
$284K - $335K
|
215K
$29.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.27K+ 32.18% |
$282K - $332K
|
13.4K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
3.25K+ 116.91% |
$280K - $330K
|
6.03K
$820K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.24K+ 25.27% |
$279K - $329K
|
16.1K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.23KNew |
$278K - $328K
|
3.23K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21K+ 5.16% |
$277K - $326K
|
65.5K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.19K+ 1.99% |
$275K - $324K
|
163K
$22.2M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.14KNew |
$271K - $319K
|
3.14K
$428K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3.14K+ 2.9% |
$271K - $319K
|
111K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.12K+ 26.69% |
$269K - $316K
|
14.8K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.05K+ 2.15% |
$263K - $310K
|
145K
$19.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.01K+ 20.52% |
$260K - $306K
|
17.7K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.98KNew |
$257K - $303K
|
2.98K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.98KNew |
$257K - $303K
|
2.98K
$406K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.97K+ 12.68% |
$256K - $301K
|
26.4K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.95KNew |
$254K - $299K
|
2.95K
$401K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$252K - $297K
|
2.92K
$398K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$252K - $297K
|
2.92K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.91K+ 21.31% |
$251K - $296K
|
16.6K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.91KNew |
$251K - $296K
|
2.91K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.91K+ 25.98% |
$251K - $295K
|
14.1K
$1.92M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.91KNew |
$251K - $295K
|
2.91K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 1.24% |
$246K - $290K
|
233K
$31.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.84KNew |
$245K - $288K
|
2.84K
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.72KNew |
$234K - $276K
|
2.72K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.68K+ 12.4% |
$231K - $272K
|
24.2K
$3.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66K+ 5.97% |
$229K - $270K
|
47.2K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.64KNew |
$228K - $268K
|
2.64K
$360K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.64K+ 7.02% |
$227K - $268K
|
40.3K
$5.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.6K+ 7.18% |
$224K - $264K
|
38.8K
$5.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59K+ 27.13% |
$223K - $263K
|
12.1K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.58K+ 0.61% |
$222K - $261K
|
425K
$57.8M
|