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
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 1.03% |
$4.24K - $4.92K
|
4.52K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.46% |
$4.14K - $4.81K
|
9.91K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
44+ 0.93% |
$4.05K - $4.71K
|
4.79K
$657K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.64% |
$3.96K - $4.6K
|
2.67K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
43+ 0.07% |
$3.96K - $4.6K
|
58.6K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 1.25% |
$3.77K - $4.39K
|
3.33K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
40+ 1.17% |
$3.68K - $4.28K
|
3.46K
$474K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
39New |
$3.59K - $4.17K
|
39
$5.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
39+ 0.83% |
$3.59K - $4.17K
|
4.77K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
38+ 1.53% |
$3.5K - $4.06K
|
2.52K
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
37+ 1.76% |
$3.41K - $3.96K
|
2.14K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 1.46% |
$3.31K - $3.85K
|
2.5K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
35New |
$3.22K - $3.74K
|
35
$4.81K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
35+ 0.4% |
$3.22K - $3.74K
|
8.79K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 1.59% |
$3.22K - $3.74K
|
2.24K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.47% |
$3.22K - $3.74K
|
2.41K
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34+ 1.01% |
$3.13K - $3.64K
|
3.39K
$465K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33+ 825.0% |
$3.04K - $3.53K
|
37
$5.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 1.5% |
$3.04K - $3.53K
|
2.23K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
32+ 0.71% |
$2.95K - $3.42K
|
4.53K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31+ 17.13% |
$2.85K - $3.32K
|
212
$29.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 0.8% |
$2.85K - $3.32K
|
3.9K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
31+ 5.7% |
$2.85K - $3.32K
|
575
$78.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
30+ 0.45% |
$2.76K - $3.21K
|
6.76K
$928K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
30+ 3.0% |
$2.76K - $3.21K
|
1.03K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.21K
|
11.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.66% |
$2.67K - $3.1K
|
4.46K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 0.87% |
$2.49K - $2.89K
|
3.15K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
27+ 0.39% |
$2.49K - $2.89K
|
7K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 2.59% |
$2.49K - $2.89K
|
1.07K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.93% |
$2.12K - $2.46K
|
2.5K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.38% |
$2.12K - $2.46K
|
6.11K
$839K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
22+ 8.94% |
$2.03K - $2.35K
|
268
$36.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.74% |
$2.03K - $2.35K
|
3.01K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.79% |
$2.03K - $2.35K
|
2.82K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 19.47% |
$2.03K - $2.35K
|
135
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
22+ 0.81% |
$2.03K - $2.35K
|
2.74K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.98% |
$1.93K - $2.25K
|
2.16K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21+ 2.5% |
$1.93K - $2.25K
|
862
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 29.17% |
$1.93K - $2.25K
|
93
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 0.79% |
$1.93K - $2.25K
|
2.66K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
21+ 0.84% |
$1.93K - $2.25K
|
2.51K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 0.77% |
$1.84K - $2.14K
|
2.62K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
20+ 0.21% |
$1.84K - $2.14K
|
9.35K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 2.29% |
$1.84K - $2.14K
|
892
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.55% |
$1.84K - $2.14K
|
3.67K
$504K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.96% |
$1.75K - $2.03K
|
2.01K
$275K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
19+ 0.12% |
$1.75K - $2.03K
|
16.2K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 15.65% |
$1.66K - $1.93K
|
133
$18.3K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
18+ 0.6% |
$1.66K - $1.93K
|
3.02K
$414K
|