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 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-55- 31.61% |
$5.06K - $5.88K
|
119
$16.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-55- 0.86% |
$5.06K - $5.88K
|
6.38K
$875K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-56- 0.96% |
$5.16K - $5.99K
|
5.78K
$793K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-56- 1.5% |
$5.16K - $5.99K
|
3.68K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-59- 1.19% |
$5.43K - $6.31K
|
4.89K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-61- 2.97% |
$5.62K - $6.52K
|
2K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-62- 0.16% |
$5.71K - $6.63K
|
37.6K
$5.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-62- 1.34% |
$5.71K - $6.63K
|
4.58K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-62- 1.94% |
$5.71K - $6.63K
|
3.13K
$430K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-63- 2.21% |
$5.8K - $6.74K
|
2.79K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-63- 1.53% |
$5.8K - $6.74K
|
4.05K
$556K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.1% |
$5.89K - $6.85K
|
66.5K
$9.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-65- 1.36% |
$5.98K - $6.95K
|
4.71K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-66- 2.08% |
$6.08K - $7.06K
|
3.11K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-68- 1.87% |
$6.26K - $7.27K
|
3.58K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-68- 2.41% |
$6.26K - $7.27K
|
2.76K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-68- 1.72% |
$6.26K - $7.27K
|
3.88K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 0.21% |
$6.26K - $7.27K
|
32.6K
$4.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 2.59% |
$6.35K - $7.38K
|
2.59K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 0.64% |
$6.81K - $7.92K
|
11.4K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-74- 11.0% |
$6.81K - $7.92K
|
599
$82.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 0.33% |
$6.91K - $8.02K
|
22.4K
$3.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.63% |
$6.91K - $8.02K
|
11.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.49% |
$6.91K - $8.02K
|
15.4K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-76- 1.08% |
$7K - $8.13K
|
6.95K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-78- 2.52% |
$7.18K - $8.34K
|
3.02K
$414K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-78- 3.79% |
$7.18K - $8.34K
|
1.98K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 1.23% |
$7.27K - $8.45K
|
6.33K
$869K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-80- 1.59% |
$7.37K - $8.56K
|
4.97K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-81- 2.67% |
$7.46K - $8.66K
|
2.96K
$406K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-82- 3.11% |
$7.55K - $8.77K
|
2.56K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-83- 1.3% |
$7.64K - $8.88K
|
6.29K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-84- 1.94% |
$7.73K - $8.98K
|
4.26K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-86- 3.22% |
$7.92K - $9.2K
|
2.59K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-87- 0.79% |
$8.01K - $9.31K
|
11K
$1.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-88- 3.0% |
$8.1K - $9.41K
|
2.84K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-88- 1.29% |
$8.1K - $9.41K
|
6.76K
$928K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-91- 1.6% |
$8.38K - $9.73K
|
5.58K
$767K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 2.61% |
$8.65K - $10.1K
|
3.5K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-94- 1.84% |
$8.65K - $10.1K
|
5.01K
$687K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-97- 4.21% |
$8.93K - $10.4K
|
2.21K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-98- 2.24% |
$9.02K - $10.5K
|
4.28K
$588K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.59% |
$9.21K - $10.7K
|
16.9K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.87% |
$9.21K - $10.7K
|
1.17K
$161K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-100- 0.63% |
$9.21K - $10.7K
|
15.9K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-103- 3.75% |
$9.48K - $11K
|
2.65K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-104- 0.54% |
$9.58K - $11.1K
|
19.3K
$2.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-105- 53.03% |
$9.67K - $11.2K
|
93
$12.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-109- 0.73% |
$10K - $11.7K
|
14.9K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 2.69% |
$10.4K - $12.1K
|
4.09K
$561K
|