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 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
405+ 6.21% |
$37.3K - $43.3K
|
6.92K
$951K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
399+ 17.64% |
$36.7K - $42.7K
|
2.66K
$365K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
396+ 0.25% |
$36.5K - $42.4K
|
158K
$21.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
394+ 5.31% |
$36.3K - $42.1K
|
7.81K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
391+ 2.85% |
$36K - $41.8K
|
14.1K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
390+ 12.34% |
$35.9K - $41.7K
|
3.55K
$488K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
388+ 3.79% |
$35.7K - $41.5K
|
10.6K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 6.81% |
$35.7K - $41.5K
|
6.08K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
382+ 2.39% |
$35.2K - $40.9K
|
16.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
379+ 15.79% |
$34.9K - $40.5K
|
2.78K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
378+ 9.82% |
$34.8K - $40.4K
|
4.23K
$581K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
375+ 0.72% |
$34.5K - $40.1K
|
52.2K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
375+ 11.05% |
$34.5K - $40.1K
|
3.77K
$518K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
371+ 3.97% |
$34.2K - $39.7K
|
9.71K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
368+ 5.86% |
$33.9K - $39.4K
|
6.65K
$912K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
367+ 5.1% |
$33.8K - $39.3K
|
7.56K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
367+ 1.52% |
$33.8K - $39.3K
|
24.5K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
365+ 0.05% |
$33.6K - $39K
|
750K
$103M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
364+ 3.89% |
$33.5K - $38.9K
|
9.73K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
363+ 98.91% |
$33.4K - $38.8K
|
730
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
361+ 1.55% |
$33.2K - $38.6K
|
23.7K
$3.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
356+ 11.9% |
$32.8K - $38.1K
|
3.35K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
355+ 4.9% |
$32.7K - $38K
|
7.59K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
350+ 4.17% |
$32.2K - $37.4K
|
8.74K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$32K - $37.2K
|
348
$47.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
346+ 16.21% |
$31.9K - $37K
|
2.48K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
346+ 2.73% |
$31.9K - $37K
|
13K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
345+ 0.12% |
$31.8K - $36.9K
|
286K
$39.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
344+ 5.92% |
$31.7K - $36.8K
|
6.15K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
344+ 12.85% |
$31.7K - $36.8K
|
3.02K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
340+ 3.01% |
$31.3K - $36.4K
|
11.6K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
327+ 4.34% |
$30.1K - $35K
|
7.85K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
315+ 1.88% |
$29K - $33.7K
|
17.1K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
312+ 385.19% |
$28.7K - $33.4K
|
393
$54K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
309+ 10.47% |
$28.4K - $33.1K
|
3.26K
$448K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
308+ 2.18% |
$28.4K - $32.9K
|
14.4K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
304+ 1.64% |
$28K - $32.5K
|
18.9K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
300+ 4.75% |
$27.6K - $32.1K
|
6.61K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
295+ 7.14% |
$27.2K - $31.6K
|
4.42K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
289+ 5.15% |
$26.6K - $30.9K
|
5.9K
$811K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
288+ 1.41% |
$26.5K - $30.8K
|
20.7K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
281+ 2.12% |
$25.9K - $30.1K
|
13.5K
$1.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
278+ 75.54% |
$25.6K - $29.7K
|
646
$88.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
275+ 3.06% |
$25.3K - $29.4K
|
9.25K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
274+ 5.31% |
$25.2K - $29.3K
|
5.43K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
273+ 3.79% |
$25.1K - $29.2K
|
7.48K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
270+ 2.87% |
$24.9K - $28.9K
|
9.69K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
264+ 4.77% |
$24.3K - $28.2K
|
5.8K
$797K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
258New |
$23.8K - $27.6K
|
258
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
257+ 0.91% |
$23.7K - $27.5K
|
28.5K
$3.91M
|