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 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.11KNew |
$181K - $214K
|
2.11K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.09KNew |
$180K - $213K
|
2.09K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.09KNew |
$180K - $212K
|
2.09K
$265K
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.09KNew |
$180K - $212K
|
2.09K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 1.58% |
$178K - $210K
|
133K
$16.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.06KNew |
$177K - $209K
|
2.06K
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.06KNew |
$177K - $209K
|
2.06K
$261K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$177K - $209K
|
2.06K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.03K+ 127.02% |
$175K - $206K
|
3.62K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.02K+ 0.03% |
$174K - $205K
|
7.15M
$908M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.99KNew |
$171K - $202K
|
1.99K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.99K+ 42.93% |
$171K - $202K
|
6.61K
$839K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.95K+ 14.31% |
$168K - $198K
|
15.6K
$1.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 27.03% |
$161K - $189K
|
8.77K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.82K+ 68.84% |
$157K - $185K
|
4.46K
$566K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.81K+ 13.04% |
$156K - $184K
|
15.7K
$1.99M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.8K+ 128.57% |
$155K - $183K
|
3.2K
$406K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.78K+ 1.47% |
$154K - $181K
|
123K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.78K+ 16.16% |
$153K - $180K
|
12.8K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.77K+ 6.81% |
$153K - $180K
|
27.8K
$3.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 5.17% |
$151K - $178K
|
35.7K
$4.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.73K+ 9.18% |
$149K - $175K
|
20.5K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.69K+ 0.76% |
$145K - $171K
|
223K
$28.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.68K+ 12.42% |
$145K - $171K
|
15.2K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.67K+ 0.15% |
$144K - $169K
|
1.12M
$142M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
1.65K+ 0.96% |
$142K - $168K
|
175K
$22.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.63K+ 3.83% |
$141K - $166K
|
44.3K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 54.55% |
$140K - $165K
|
4.6K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.6K+ 3.19% |
$138K - $162K
|
51.8K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.6K+ 6.17% |
$138K - $162K
|
27.5K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.59K+ 18.8% |
$137K - $162K
|
10.1K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.58K+ 7.46% |
$136K - $161K
|
22.8K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 4.09% |
$135K - $159K
|
39.8K
$5.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.55K+ 28.63% |
$134K - $157K
|
6.97K
$884K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.54K+ 3.67% |
$133K - $157K
|
43.5K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.53K+ 51.97% |
$132K - $155K
|
4.48K
$568K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.53K+ 2.01% |
$132K - $155K
|
77.5K
$9.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.5K+ 1.61% |
$129K - $152K
|
94.4K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.49K+ 34.57% |
$129K - $151K
|
5.81K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.47K+ 6.38% |
$127K - $149K
|
24.6K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.47KNew |
$126K - $149K
|
1.47K
$186K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.45K+ 4.04% |
$125K - $148K
|
37.4K
$4.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 6.13% |
$122K - $144K
|
24.6K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.42K+ 0.84% |
$122K - $144K
|
170K
$21.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.41KNew |
$122K - $144K
|
1.41K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.41K+ 47.17% |
$121K - $143K
|
4.4K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.39K+ 52.36% |
$119K - $141K
|
4.03K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.37K+ 61.12% |
$118K - $139K
|
3.61K
$459K
|