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 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
253+ 6.44% |
$23.3K - $27.1K
|
4.18K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
251+ 1.54% |
$23.1K - $26.8K
|
16.6K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
250+ 0.85% |
$23K - $26.7K
|
29.7K
$4.08M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
246+ 8.49% |
$22.6K - $26.3K
|
3.14K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
245New |
$22.6K - $26.2K
|
245
$33.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
242+ 2.94% |
$22.3K - $25.9K
|
8.47K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
242+ 2.19% |
$22.3K - $25.9K
|
11.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
241+ 6.61% |
$22.2K - $25.8K
|
3.89K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 57.42% |
$22.1K - $25.7K
|
658
$90.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
239+ 13.86% |
$22K - $25.6K
|
1.96K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
236+ 4.78% |
$21.7K - $25.2K
|
5.18K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
234+ 1.71% |
$21.5K - $25K
|
13.9K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
233+ 6.48% |
$21.5K - $24.9K
|
3.83K
$526K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
226+ 7.01% |
$20.8K - $24.2K
|
3.45K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
225+ 2.96% |
$20.7K - $24.1K
|
7.82K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
223+ 4.35% |
$20.5K - $23.9K
|
5.35K
$734K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
222+ 9.08% |
$20.4K - $23.7K
|
2.67K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
222+ 321.74% |
$20.4K - $23.7K
|
291
$40K
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
220New |
$20.3K - $23.5K
|
220
$30.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219+ 210.58% |
$20.2K - $23.4K
|
323
$44.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
219+ 1.64% |
$20.2K - $23.4K
|
13.6K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
218+ 2.01% |
$20.1K - $23.3K
|
11K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
216+ 1.9% |
$19.9K - $23.1K
|
11.6K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
215+ 9.28% |
$19.8K - $23K
|
2.53K
$348K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
215+ 1.45% |
$19.8K - $23K
|
15K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
212+ 8.19% |
$19.5K - $22.7K
|
2.8K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
212+ 2.55% |
$19.5K - $22.7K
|
8.51K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
205+ 2.58% |
$18.9K - $21.9K
|
8.15K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
203+ 8.73% |
$18.7K - $21.7K
|
2.53K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 8.31% |
$18.5K - $21.5K
|
2.62K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$18.4K - $21.4K
|
200
$27.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
199+ 4.63% |
$18.3K - $21.3K
|
4.5K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
198+ 2.04% |
$18.2K - $21.2K
|
9.9K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
191+ 1.27% |
$17.6K - $20.4K
|
15.3K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
191+ 115.06% |
$17.6K - $20.4K
|
357
$49K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
191+ 3.8% |
$17.6K - $20.4K
|
5.21K
$716K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
190+ 6.94% |
$17.5K - $20.3K
|
2.93K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
183+ 0.88% |
$16.8K - $19.6K
|
20.9K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
178+ 3.09% |
$16.4K - $19K
|
5.95K
$816K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
178+ 5.37% |
$16.4K - $19K
|
3.49K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
178+ 2.97% |
$16.4K - $19K
|
6.16K
$846K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
177+ 6.5% |
$16.3K - $18.9K
|
2.9K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
175+ 0.19% |
$16.1K - $18.7K
|
94.5K
$13M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
175+ 0.88% |
$16.1K - $18.7K
|
20K
$2.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
174+ 138.1% |
$16K - $18.6K
|
300
$41.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
174+ 0.58% |
$16K - $18.6K
|
30K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
171+ 19.7% |
$15.7K - $18.3K
|
1.04K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
167+ 3.49% |
$15.4K - $17.9K
|
4.95K
$680K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
166+ 6.01% |
$15.3K - $17.8K
|
2.93K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
166+ 0.81% |
$15.3K - $17.8K
|
20.7K
$2.84M
|