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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
655+ 1.91% |
$60.3K - $70.1K
|
35K
$4.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
649+ 6.44% |
$59.8K - $69.4K
|
10.7K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
643+ 6.31% |
$59.2K - $68.8K
|
10.8K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
629+ 0.91% |
$57.9K - $67.3K
|
69.8K
$9.58M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
621+ 10.15% |
$57.2K - $66.4K
|
6.74K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
619+ 9.44% |
$57K - $66.2K
|
7.18K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
617+ 1.09% |
$56.8K - $66K
|
57.2K
$7.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$56.4K - $65.6K
|
613
$84.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
606+ 11.47% |
$55.8K - $64.8K
|
5.89K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
602+ 12.86% |
$55.4K - $64.4K
|
5.28K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
592+ 78.2% |
$54.5K - $63.3K
|
1.35K
$185K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
585+ 2.08% |
$53.9K - $62.6K
|
28.8K
$3.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
584+ 0.13% |
$53.8K - $62.5K
|
440K
$60.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
573+ 1.18% |
$52.8K - $61.3K
|
49.1K
$6.75M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
570+ 5.3% |
$52.5K - $61K
|
11.3K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
568+ 24.66% |
$52.3K - $60.8K
|
2.87K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
562+ 1.27% |
$51.7K - $60.1K
|
44.9K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
547+ 14.73% |
$50.4K - $58.5K
|
4.26K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
547+ 12.15% |
$50.4K - $58.5K
|
5.05K
$693K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
540+ 10.91% |
$49.7K - $57.8K
|
5.49K
$754K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
536+ 8.12% |
$49.3K - $57.3K
|
7.14K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
533+ 0.26% |
$49.1K - $57K
|
202K
$27.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
530+ 0.81% |
$48.8K - $56.7K
|
66.3K
$9.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 103.32% |
$48.7K - $56.6K
|
1.04K
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
510+ 14.17% |
$47K - $54.5K
|
4.11K
$564K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
505+ 10.63% |
$46.5K - $54K
|
5.26K
$722K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
505+ 7.85% |
$46.5K - $54K
|
6.94K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
499+ 23.26% |
$45.9K - $53.4K
|
2.64K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
499+ 7.26% |
$45.9K - $53.4K
|
7.38K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$45.8K - $53.2K
|
66.9K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
494+ 9.94% |
$45.5K - $52.8K
|
5.46K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
493+ 0.61% |
$45.4K - $52.7K
|
81.8K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
487+ 7.92% |
$44.8K - $52.1K
|
6.63K
$911K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
480+ 9.58% |
$44.2K - $51.3K
|
5.49K
$754K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
475+ 6.51% |
$43.7K - $50.8K
|
7.77K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
472+ 28.13% |
$43.5K - $50.5K
|
2.15K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
465+ 15.96% |
$42.8K - $49.7K
|
3.38K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
465+ 94.51% |
$42.8K - $49.7K
|
957
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
460+ 7.3% |
$42.4K - $49.2K
|
6.76K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
458New |
$42.2K - $49K
|
458
$62.9K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
456+ 2.1% |
$42K - $48.8K
|
22.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
451+ 3.53% |
$41.5K - $48.2K
|
13.2K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
446+ 9.96% |
$41.1K - $47.7K
|
4.92K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
429+ 2.65% |
$39.5K - $45.9K
|
16.6K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
429+ 55.57% |
$39.5K - $45.9K
|
1.2K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
428+ 1.29% |
$39.4K - $45.8K
|
33.5K
$4.6M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
424+ 16.35% |
$39K - $45.4K
|
3.02K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
410+ 4.61% |
$37.7K - $43.9K
|
9.31K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
410+ 0.07% |
$37.7K - $43.9K
|
621K
$85.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
407+ 0.09% |
$37.5K - $43.5K
|
443K
$60.9M
|