Purchases and Sales Made in Q3 2024 in Morgan Stanley (MS)

MS Quotes by TradingView

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 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
1K
New
$92.1K - $107K
1K $137K
Nov 14, 2024 Q3 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
998
+ 0.43%
$91.9K - $107K
234K $32.1M
Nov 12, 2024 Q3 2024
Palisade Asset Management, LLC

BUY
 -
993
+ 4.02%
$91.4K - $106K
25.7K $3.53M
Dec 10, 2024 Q3 2024
Dgs Capital Management, LLC

BUY
 -
947
+ 27.98%
$87.2K - $101K
4.33K $595K
Oct 16, 2024 Q3 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
941
+ 2.12%
$86.6K - $101K
45.3K $6.21M
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
937
+ 5.65%
$86.3K - $100K
17.5K $2.41M
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
935
+ 13.54%
$86.1K - $100K
7.84K $1.08M
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
931
+ 10.85%
$85.7K - $99.6K
9.51K $1.31M
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
929
+ 26.41%
$85.5K - $99.4K
4.45K $610K
Nov 07, 2024 Q3 2024
Wrapmanager Inc

BUY
 -
918
+ 39.48%
$84.5K - $98.2K
3.24K $445K
Nov 08, 2024 Q3 2024
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
903
+ 1.83%
$83.1K - $96.6K
50.3K $6.9M
Nov 15, 2024 Q3 2024
Vestcor Inc

Fredericton, A3
BUY
 -
903
+ 3.9%
$83.1K - $96.6K
24K $3.3M
Nov 06, 2024 Q3 2024
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
887
+ 8.96%
$81.7K - $94.9K
10.8K $1.48M
Nov 12, 2024 Q3 2024
Allen Capital Group, LLC

BUY
 -
886
+ 37.21%
$81.6K - $94.8K
3.27K $449K
Nov 12, 2024 Q3 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
869
+ 14.55%
$80K - $92.9K
6.84K $939K
Oct 15, 2024 Q3 2024
Simon Quick Advisors, LLC

BUY
 -
861
+ 1.81%
$79.3K - $92.1K
48.5K $6.66M
Nov 07, 2024 Q3 2024
Wharton Business Group, LLC

Malvern, PA
BUY
 -
860
+ 14.86%
$79.2K - $92K
6.65K $913K
Nov 12, 2024 Q3 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
857
+ 36.5%
$78.9K - $91.7K
3.21K $440K
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
845
+ 0.69%
$77.8K - $90.4K
123K $16.9M
Nov 15, 2024 Q3 2024
Hodges Capital Management Inc.

BUY
 -
845
+ 1.94%
$77.8K - $90.4K
44.4K $6.09M
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
823
+ 11.62%
$75.8K - $88K
7.91K $1.09M
Nov 04, 2024 Q3 2024
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
822
+ 28.11%
$75.7K - $87.9K
3.75K $514K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
815
+ 1.58%
$75K - $87.2K
52.3K $7.18M
Nov 06, 2024 Q3 2024
Empirical Finance, LLC

BUY
 -
805
+ 1.82%
$74.1K - $86.1K
45K $6.17M
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
794
+ 16.06%
$73.1K - $84.9K
5.74K $788K
Oct 24, 2024 Q3 2024
Concord Wealth Partners

BUY
 -
785
+ 5.78%
$72.3K - $84K
14.4K $1.97M
Nov 14, 2024 Q3 2024
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
779
+ 3.58%
$71.7K - $83.3K
22.5K $3.09M
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
770
+ 5.04%
$70.9K - $82.4K
16K $2.2M
Nov 07, 2024 Q3 2024
Nixon Peabody Trust CO

Boston, MA
BUY
 -
768
+ 0.67%
$70.7K - $82.1K
116K $15.9M
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
751
+ 18.39%
$69.1K - $80.3K
4.83K $664K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
742
+ 17.63%
$68.3K - $79.4K
4.95K $680K
Oct 17, 2024 Q3 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
740
+ 7.13%
$68.1K - $79.2K
11.1K $1.53M
Nov 05, 2024 Q3 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
740
+ 0.21%
$68.1K - $79.2K
353K $48.5M
Nov 14, 2024 Q3 2024
Apriem Advisors

Irvine, CA
BUY
 -
740
+ 18.0%
$68.1K - $79.2K
4.85K $666K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
721
+ 2.57%
$66.4K - $77.1K
28.7K $3.94M
Nov 13, 2024 Q3 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
712
+ 0.45%
$65.6K - $76.2K
158K $21.7M
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
710
+ 2.83%
$65.4K - $75.9K
25.8K $3.54M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
708
+ 8.77%
$65.2K - $75.7K
8.78K $1.21M
Nov 05, 2024 Q3 2024
Pinnacle Financial Partners Inc

BUY
 -
707
+ 15.35%
$65.1K - $75.6K
5.31K $729K
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
700
+ 0.37%
$64.4K - $74.9K
192K $26.4M
Oct 10, 2024 Q3 2024
Compton Wealth Advisory Group, LLC

BUY
 -
699
+ 6.05%
$64.4K - $74.8K
12.3K $1.68M
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
695
New
$64K - $74.3K
695 $95.4K
Oct 10, 2024 Q3 2024
Asio Capital, LLC

BUY
 -
678
+ 3.31%
$62.4K - $72.5K
21.2K $2.91M
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
677
+ 0.89%
$62.3K - $72.4K
77K $10.6M
Nov 14, 2024 Q3 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
676
+ 23.08%
$62.2K - $72.3K
3.61K $495K
Oct 15, 2024 Q3 2024
Centre Asset Management, LLC

BUY
 -
673
+ 0.7%
$62K - $72K
96.7K $13.3M
Nov 13, 2024 Q3 2024
Capital Group Investment Management Pte. Ltd.

Raffles Quay, U0
BUY
 -
673
+ 11.32%
$62K - $72K
6.62K $908K
Nov 14, 2024 Q3 2024
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
657
+ 35.25%
$60.5K - $70.3K
2.52K $346K
Oct 18, 2024 Q3 2024
Trilogy Capital Inc.

BUY
 -
655
+ 17.62%
$60.3K - $70.1K
4.37K $600K

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