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 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.56KNew |
$221K - $260K
|
2.56K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.55KNew |
$220K - $259K
|
2.55K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$217K - $256K
|
2.52K
$343K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.5K+ 1.19% |
$215K - $254K
|
213K
$29M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.44K+ 17.6% |
$210K - $248K
|
16.3K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.44K+ 1.49% |
$210K - $247K
|
166K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.42K+ 10.77% |
$208K - $245K
|
24.9K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$207K - $244K
|
2.4K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.39KNew |
$206K - $243K
|
2.39K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$206K - $243K
|
2.39K
$325K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.39KNew |
$206K - $242K
|
2.39K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.38KNew |
$205K - $242K
|
2.38K
$324K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.38K+ 0.45% |
$205K - $241K
|
533K
$72.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.37K+ 37.04% |
$204K - $240K
|
8.76K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$204K - $240K
|
2.37K
$322K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 8.24% |
$203K - $240K
|
31K
$4.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.36K+ 4.42% |
$203K - $239K
|
55.7K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.36KNew |
$203K - $239K
|
2.36K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.35K+ 93.85% |
$203K - $239K
|
4.86K
$660K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.35KNew |
$203K - $239K
|
2.35K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$202K - $238K
|
2.35K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.32KNew |
$200K - $236K
|
2.32K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.32K+ 3.72% |
$200K - $236K
|
64.7K
$8.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.32KNew |
$200K - $235K
|
2.32K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.32K+ 99.61% |
$200K - $235K
|
4.64K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
2.31K+ 6.66% |
$199K - $234K
|
37K
$5.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.3K+ 0.65% |
$199K - $234K
|
356K
$48.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.3KNew |
$199K - $234K
|
2.3K
$313K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
2.3KNew |
$198K - $234K
|
2.3K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.29K+ 6.74% |
$197K - $233K
|
36.3K
$4.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.28KNew |
$196K - $231K
|
2.28K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.25K+ 45.7% |
$193K - $228K
|
7.16K
$973K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.24KNew |
$193K - $227K
|
2.24K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
2.23KNew |
$192K - $227K
|
2.23K
$303K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.22KNew |
$192K - $226K
|
2.22K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.21K+ 1.42% |
$191K - $225K
|
158K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.2KNew |
$189K - $223K
|
2.2K
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 19.94% |
$187K - $220K
|
13.1K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 42.47% |
$185K - $218K
|
7.22K
$982K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$185K - $218K
|
2.15K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.14KNew |
$184K - $217K
|
2.14K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.14KNew |
$184K - $217K
|
2.14K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.13KNew |
$184K - $216K
|
2.13K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$288K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.12KNew |
$182K - $215K
|
2.12K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2.11KNew |
$182K - $215K
|
2.11K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.11K+ 12.89% |
$182K - $215K
|
18.5K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 68.98% |
$182K - $214K
|
5.16K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.11KNew |
$182K - $214K
|
2.11K
$286K
|