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
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-114- 4.02% |
$10.5K - $12.2K
|
2.72K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 1.62% |
$10.7K - $12.4K
|
7.04K
$967K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-116- 3.55% |
$10.7K - $12.4K
|
3.15K
$433K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-116- 3.65% |
$10.7K - $12.4K
|
3.07K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119- 2.35% |
$11K - $12.7K
|
4.94K
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-119- 2.29% |
$11K - $12.7K
|
5.07K
$696K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-120- 3.1% |
$11K - $12.8K
|
3.75K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-122- 2.21% |
$11.2K - $13K
|
5.4K
$741K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-124- 0.37% |
$11.4K - $13.3K
|
33K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-131- 5.87% |
$12.1K - $14K
|
2.1K
$288K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-132- 3.7% |
$12.2K - $14.1K
|
3.44K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-133- 0.7% |
$12.2K - $14.2K
|
18.7K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-134- 0.45% |
$12.3K - $14.3K
|
29.4K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-139- 2.46% |
$12.8K - $14.9K
|
5.5K
$755K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-141- 1.14% |
$13K - $15.1K
|
12.2K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-142- 4.17% |
$13.1K - $15.2K
|
3.26K
$448K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-145- 1.13% |
$13.4K - $15.5K
|
12.7K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-145- 3.61% |
$13.4K - $15.5K
|
3.88K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-145- 0.05% |
$13.4K - $15.5K
|
288K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 1.43% |
$13.4K - $15.5K
|
10K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-148- 1.96% |
$13.6K - $15.8K
|
7.39K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-149- 2.65% |
$13.7K - $15.9K
|
5.47K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-150- 0.97% |
$13.8K - $16K
|
15.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-152- 2.53% |
$14K - $16.3K
|
5.86K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-153- 0.11% |
$14.1K - $16.4K
|
136K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-156- 8.7% |
$14.4K - $16.7K
|
1.64K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-157- 15.38% |
$14.5K - $16.8K
|
864
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.18% |
$14.5K - $16.9K
|
13.3K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 2.33% |
$14.6K - $17K
|
6.67K
$915K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-160- 0.27% |
$14.7K - $17.1K
|
58.1K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-160- 5.04% |
$14.7K - $17.1K
|
3.01K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-165- 0.4% |
$15.2K - $17.6K
|
40.9K
$5.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-165- 1.35% |
$15.2K - $17.6K
|
12.1K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-168- 18.88% |
$15.5K - $18K
|
722
$99.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-171- 2.2% |
$15.7K - $18.3K
|
7.59K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-176- 2.91% |
$16.2K - $18.8K
|
5.87K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-176- 5.56% |
$16.2K - $18.8K
|
2.99K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-177- 4.4% |
$16.3K - $18.9K
|
3.84K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-177- 1.25% |
$16.3K - $18.9K
|
13.9K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-180- 2.99% |
$16.6K - $19.3K
|
5.85K
$803K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-181- 20.16% |
$16.7K - $19.4K
|
717
$98.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-184- 1.22% |
$16.9K - $19.7K
|
14.8K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-185- 0.39% |
$17K - $19.8K
|
47.4K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-186- 4.74% |
$17.1K - $19.9K
|
3.74K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-186- 0.56% |
$17.1K - $19.9K
|
33.1K
$4.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-187- 2.73% |
$17.2K - $20K
|
6.66K
$915K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-189- 1.68% |
$17.4K - $20.2K
|
11.1K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-189- 0.89% |
$17.4K - $20.2K
|
21K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-192- 6.94% |
$17.7K - $20.5K
|
2.58K
$354K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-193- 2.42% |
$17.8K - $20.6K
|
7.79K
$1.07M
|