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 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-19- 0.92% |
$1.75K - $2.03K
|
2.04K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19- 0.51% |
$1.75K - $2.03K
|
3.7K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$78K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.48% |
$1.84K - $2.14K
|
4.17K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21- 0.15% |
$1.93K - $2.25K
|
14.2K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-22- 7.83% |
$2.03K - $2.35K
|
259
$35.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-22- 0.13% |
$2.03K - $2.35K
|
16.5K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-24- 0.66% |
$2.21K - $2.57K
|
3.6K
$494K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24- 0.35% |
$2.21K - $2.57K
|
6.76K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 1.14% |
$2.3K - $2.67K
|
2.16K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-26- 13.0% |
$2.39K - $2.78K
|
174
$23.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 10.89% |
$2.49K - $2.89K
|
221
$30.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-28- 0.48% |
$2.58K - $2.99K
|
5.8K
$796K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.1K
|
7.25K
$996K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 2.92% |
$2.76K - $3.21K
|
999
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31- 12.97% |
$2.85K - $3.32K
|
208
$28.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-32- 0.01% |
$2.95K - $3.42K
|
231K
$31.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-32- 0.28% |
$2.95K - $3.42K
|
11.4K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-32- 0.09% |
$2.95K - $3.42K
|
36.9K
$5.06M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 1.25% |
$3.04K - $3.53K
|
2.6K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 1.91% |
$3.13K - $3.64K
|
1.75K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 1.11% |
$3.22K - $3.74K
|
3.12K
$429K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.81K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-37- 0.48% |
$3.41K - $3.96K
|
7.62K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 1.71% |
$3.41K - $3.96K
|
2.12K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 3.64% |
$3.5K - $4.06K
|
1.01K
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-38- 1.16% |
$3.5K - $4.06K
|
3.23K
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.18% |
$3.5K - $4.06K
|
20.5K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 1.36% |
$3.59K - $4.17K
|
2.83K
$389K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-39- 3.3% |
$3.59K - $4.17K
|
1.14K
$157K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-39- 0.08% |
$3.59K - $4.17K
|
47.8K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.16% |
$3.68K - $4.28K
|
25.3K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-41- 1.24% |
$3.77K - $4.39K
|
3.26K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42- 0.63% |
$3.87K - $4.49K
|
6.64K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-42- 0.81% |
$3.87K - $4.49K
|
5.16K
$708K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-42- 1.2% |
$3.87K - $4.49K
|
3.47K
$477K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-43- 1.27% |
$3.96K - $4.6K
|
3.35K
$459K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 1.84% |
$4.05K - $4.71K
|
2.34K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 1.48% |
$4.14K - $4.81K
|
3K
$412K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 11.93% |
$4.6K - $5.35K
|
369
$50.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.6K - $5.35K
|
19.2K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 9.69% |
$4.6K - $5.35K
|
466
$64K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 59.52% |
$4.6K - $5.35K
|
34
$4.67K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.66% |
$4.6K - $5.35K
|
7.55K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-50- 2.28% |
$4.6K - $5.35K
|
2.15K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-51- 4.55% |
$4.7K - $5.45K
|
1.07K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-51- 2.44% |
$4.7K - $5.45K
|
2.04K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-53- 2.39% |
$4.88K - $5.67K
|
2.17K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-53- 9.8% |
$4.88K - $5.67K
|
488
$67K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-55- 7.3% |
$5.06K - $5.88K
|
698
$95.8K
|