Purchases and Sales Made in Q3 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.68K+ 3.84% |
$155K - $180K
|
45.5K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.66K+ 3.4% |
$153K - $178K
|
50.7K
$7.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 10.75% |
$152K - $177K
|
17.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 1.46% |
$151K - $176K
|
114K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.64K+ 173.68% |
$151K - $176K
|
2.59K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.62K+ 7.75% |
$149K - $173K
|
22.5K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.61K+ 9.76% |
$148K - $172K
|
18.1K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.57K+ 1.67% |
$145K - $168K
|
95.9K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.57K+ 10.92% |
$145K - $168K
|
15.9K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.56K+ 1.88% |
$143K - $167K
|
84.4K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 65.87% |
$143K - $166K
|
3.91K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.54K+ 3.13% |
$142K - $165K
|
50.8K
$7.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 45.77% |
$142K - $165K
|
4.9K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.49K+ 14.94% |
$137K - $159K
|
11.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.48K+ 0.57% |
$137K - $159K
|
262K
$36.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.48K+ 131.82% |
$136K - $158K
|
2.6K
$366K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.46K+ 27.35% |
$134K - $156K
|
6.79K
$957K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.44K+ 24.51% |
$132K - $154K
|
7.31K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.43KNew |
$132K - $153K
|
1.43K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.42KNew |
$131K - $152K
|
1.42K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 1.96% |
$130K - $151K
|
73.4K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$129K - $150K
|
1.4K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.39K+ 11.38% |
$128K - $148K
|
13.6K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 19.13% |
$127K - $148K
|
8.6K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.35K+ 0.85% |
$124K - $144K
|
159K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.35K+ 9.72% |
$124K - $144K
|
15.2K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.34K+ 12.62% |
$124K - $144K
|
12K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.33K+ 9.92% |
$123K - $143K
|
14.8K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.33K+ 52.44% |
$122K - $142K
|
3.87K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.31K+ 19.34% |
$121K - $140K
|
8.08K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.3KNew |
$119K - $139K
|
1.3K
$182K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.29K+ 5.1% |
$119K - $138K
|
26.6K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$118K - $137K
|
1.28K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.26KNew |
$116K - $135K
|
1.26K
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 4.14% |
$116K - $135K
|
31.7K
$4.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 5.81% |
$112K - $130K
|
22.2K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.21K+ 26.92% |
$111K - $130K
|
5.71K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.18K+ 29.16% |
$108K - $126K
|
5.21K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.65% |
$108K - $125K
|
182K
$25.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.16K+ 1.51% |
$107K - $124K
|
78.1K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$105K - $122K
|
29.1K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 12.42% |
$104K - $121K
|
10.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.11K+ 30.23% |
$102K - $119K
|
4.8K
$676K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.11K+ 1.43% |
$102K - $119K
|
78.7K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.1K+ 14.47% |
$101K - $118K
|
8.7K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.09K+ 4.41% |
$100K - $116K
|
25.8K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 25.28% |
$99.5K - $116K
|
5.36K
$755K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 5.65% |
$98.1K - $114K
|
19.9K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 8.14% |
$97.9K - $114K
|
14.1K
$1.99M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.06K+ 3.24% |
$97.9K - $114K
|
33.8K
$4.77M
|