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 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
161+ 3.68% |
$14.8K - $17.2K
|
4.54K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
161+ 6.99% |
$14.8K - $17.2K
|
2.47K
$338K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
158+ 0.21% |
$14.5K - $16.9K
|
73.8K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
156+ 11.66% |
$14.4K - $16.7K
|
1.49K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 0.59% |
$14.1K - $16.4K
|
25.9K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 3.97% |
$13.9K - $16.2K
|
3.95K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 30.06% |
$13.8K - $16K
|
649
$89.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
150+ 0.43% |
$13.8K - $16K
|
34.7K
$4.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
145+ 5.14% |
$13.4K - $15.5K
|
2.97K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
142+ 2.49% |
$13.1K - $15.2K
|
5.84K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
138+ 0.2% |
$12.7K - $14.8K
|
70.6K
$9.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
137New |
$12.6K - $14.7K
|
137
$18.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
136+ 3.0% |
$12.5K - $14.5K
|
4.67K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 0.7% |
$12.3K - $14.3K
|
19.2K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.67% |
$12.2K - $14.2K
|
5.11K
$701K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
131+ 0.48% |
$12.1K - $14K
|
27.3K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
125+ 1.56% |
$11.5K - $13.4K
|
8.16K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 5.4% |
$11.3K - $13.2K
|
2.4K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
120+ 0.44% |
$11K - $12.8K
|
27.1K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
117+ 3.14% |
$10.8K - $12.5K
|
3.84K
$528K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
117New |
$10.8K - $12.5K
|
117
$16.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 6.07% |
$10.6K - $12.3K
|
2.01K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
115+ 2.05% |
$10.6K - $12.3K
|
5.71K
$784K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
114+ 0.36% |
$10.5K - $12.2K
|
31.9K
$4.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
114+ 2.26% |
$10.5K - $12.2K
|
5.16K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
114+ 4.6% |
$10.5K - $12.2K
|
2.59K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
113+ 0.32% |
$10.4K - $12.1K
|
35.8K
$4.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
113+ 0.29% |
$10.4K - $12.1K
|
39K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
112+ 2.89% |
$10.3K - $12K
|
3.99K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
111+ 0.8% |
$10.2K - $11.9K
|
13.9K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
111+ 21.1% |
$10.2K - $11.9K
|
637
$87.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
109+ 4.68% |
$10K - $11.7K
|
2.44K
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.56% |
$9.94K - $11.6K
|
7.03K
$965K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
108+ 830.77% |
$9.94K - $11.6K
|
121
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.92% |
$9.94K - $11.6K
|
11.9K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 0.84% |
$9.85K - $11.4K
|
12.9K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
107+ 2.02% |
$9.85K - $11.4K
|
5.41K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
105+ 0.16% |
$9.67K - $11.2K
|
66K
$9.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
104+ 4.25% |
$9.58K - $11.1K
|
2.55K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 0.85% |
$9.48K - $11K
|
12.3K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
100+ 0.3% |
$9.21K - $10.7K
|
33.9K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
100+ 0.38% |
$9.21K - $10.7K
|
26.5K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 3.86% |
$9.11K - $10.6K
|
2.66K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 2.77% |
$9.02K - $10.5K
|
3.64K
$500K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97New |
$8.93K - $10.4K
|
97
$13.3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
97+ 0.09% |
$8.93K - $10.4K
|
102K
$14M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
97+ 3.27% |
$8.93K - $10.4K
|
3.06K
$421K
|