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 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 2.63% |
$8.84K - $10.3K
|
3.75K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
95+ 2.19% |
$8.75K - $10.2K
|
4.43K
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
91+ 4.27% |
$8.38K - $9.73K
|
2.22K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90New |
$8.29K - $9.63K
|
90
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
90+ 3.35% |
$8.29K - $9.63K
|
2.78K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
89+ 2.87% |
$8.19K - $9.52K
|
3.19K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
87+ 3.29% |
$8.01K - $9.31K
|
2.73K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
87New |
$8.01K - $9.31K
|
87
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.65% |
$7.92K - $9.2K
|
13.3K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
82+ 0.94% |
$7.55K - $8.77K
|
8.82K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
82+ 0.23% |
$7.55K - $8.77K
|
35.5K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81New |
$7.46K - $8.66K
|
81
$11.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
78+ 0.88% |
$7.18K - $8.34K
|
8.94K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
78+ 22.61% |
$7.18K - $8.34K
|
423
$58.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
76+ 1.22% |
$7K - $8.13K
|
6.31K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.37% |
$7K - $8.13K
|
2.33K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
74+ 1.37% |
$6.81K - $7.92K
|
5.48K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
72+ 0.61% |
$6.63K - $7.7K
|
11.9K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
71+ 3.02% |
$6.54K - $7.59K
|
2.42K
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70+ 0.1% |
$6.44K - $7.49K
|
68.1K
$9.35M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
69+ 0.75% |
$6.35K - $7.38K
|
9.32K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
69+ 2.94% |
$6.35K - $7.38K
|
2.42K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
68+ 0.6% |
$6.26K - $7.27K
|
11.4K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
66+ 1.5% |
$6.08K - $7.06K
|
4.46K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
65+ 0.62% |
$5.98K - $6.95K
|
10.5K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65+ 1.45% |
$5.98K - $6.95K
|
4.55K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.13% |
$5.98K - $6.95K
|
5.84K
$801K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
65+ 1.64% |
$5.98K - $6.95K
|
4.03K
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
62+ 2.03% |
$5.71K - $6.63K
|
3.12K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
61+ 7.11% |
$5.62K - $6.52K
|
919
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
61+ 12.6% |
$5.62K - $6.52K
|
545
$74.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
60+ 1.19% |
$5.52K - $6.42K
|
5.09K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58New |
$5.34K - $6.2K
|
58
$7.96K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 9.28% |
$5.34K - $6.2K
|
683
$93.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
56+ 0.81% |
$5.16K - $5.99K
|
6.94K
$953K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
56+ 1.86% |
$5.16K - $5.99K
|
3.07K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
55+ 1.91% |
$5.06K - $5.88K
|
2.94K
$404K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55+ 2.22% |
$5.06K - $5.88K
|
2.54K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 5.17% |
$4.97K - $5.78K
|
1.1K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
53+ 1.64% |
$4.88K - $5.67K
|
3.29K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
52+ 0.66% |
$4.79K - $5.56K
|
7.96K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 0.98% |
$4.6K - $5.35K
|
5.14K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 0.84% |
$4.6K - $5.35K
|
6.02K
$826K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 0.09% |
$4.51K - $5.24K
|
53.4K
$7.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
49+ 7.83% |
$4.51K - $5.24K
|
675
$92.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
48+ 0.68% |
$4.42K - $5.13K
|
7.07K
$970K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
47+ 1.94% |
$4.33K - $5.03K
|
2.47K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47+ 1.89% |
$4.33K - $5.03K
|
2.53K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.0% |
$4.33K - $5.03K
|
4.77K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.21% |
$4.24K - $4.92K
|
3.85K
$529K
|