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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-86- 3.22% |
$7.92K - $9.2K
|
2.59K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-87- 0.79% |
$8.01K - $9.31K
|
11K
$1.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-88- 3.0% |
$8.1K - $9.41K
|
2.84K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-88- 1.29% |
$8.1K - $9.41K
|
6.76K
$952K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-91- 1.6% |
$8.38K - $9.73K
|
5.58K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 2.61% |
$8.65K - $10.1K
|
3.5K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-94- 1.84% |
$8.65K - $10.1K
|
5.01K
$705K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-97- 4.21% |
$8.93K - $10.4K
|
2.21K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-98- 2.24% |
$9.02K - $10.5K
|
4.28K
$603K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.59% |
$9.21K - $10.7K
|
16.9K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.87% |
$9.21K - $10.7K
|
1.17K
$165K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-100- 0.63% |
$9.21K - $10.7K
|
15.9K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-103- 3.75% |
$9.48K - $11K
|
2.65K
$373K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-103- 1.29% |
$9.48K - $11K
|
7.89K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-104- 0.54% |
$9.58K - $11.1K
|
19.3K
$2.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-105- 53.03% |
$9.67K - $11.2K
|
93
$13.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-109- 0.73% |
$10K - $11.7K
|
14.9K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 2.69% |
$10.4K - $12.1K
|
4.09K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-114- 4.02% |
$10.5K - $12.2K
|
2.72K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 1.62% |
$10.7K - $12.4K
|
7.04K
$992K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-116- 3.55% |
$10.7K - $12.4K
|
3.15K
$444K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-116- 3.65% |
$10.7K - $12.4K
|
3.07K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119- 2.35% |
$11K - $12.7K
|
4.94K
$696K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-119- 2.29% |
$11K - $12.7K
|
5.07K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-120- 3.1% |
$11K - $12.8K
|
3.75K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-122- 2.21% |
$11.2K - $13K
|
5.4K
$761K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-124- 0.37% |
$11.4K - $13.3K
|
33K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-131- 5.87% |
$12.1K - $14K
|
2.1K
$296K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-132- 3.7% |
$12.2K - $14.1K
|
3.44K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-133- 0.7% |
$12.2K - $14.2K
|
18.7K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-134- 0.45% |
$12.3K - $14.3K
|
29.4K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-139- 2.46% |
$12.8K - $14.9K
|
5.5K
$775K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-141- 1.14% |
$13K - $15.1K
|
12.2K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-142- 4.17% |
$13.1K - $15.2K
|
3.26K
$460K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-145- 1.13% |
$13.4K - $15.5K
|
12.7K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-145- 3.61% |
$13.4K - $15.5K
|
3.88K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-145- 0.05% |
$13.4K - $15.5K
|
288K
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 1.43% |
$13.4K - $15.5K
|
10K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-148- 1.96% |
$13.6K - $15.8K
|
7.39K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-149- 2.65% |
$13.7K - $15.9K
|
5.47K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-150- 0.97% |
$13.8K - $16K
|
15.3K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-152- 2.53% |
$14K - $16.3K
|
5.86K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-153- 0.11% |
$14.1K - $16.4K
|
136K
$19.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-156- 8.7% |
$14.4K - $16.7K
|
1.64K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-157- 15.38% |
$14.5K - $16.8K
|
864
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.18% |
$14.5K - $16.9K
|
13.3K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 2.33% |
$14.6K - $17K
|
6.67K
$939K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-160- 0.27% |
$14.7K - $17.1K
|
58.1K
$8.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-160- 5.04% |
$14.7K - $17.1K
|
3.01K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-165- 0.4% |
$15.2K - $17.6K
|
40.9K
$5.76M
|