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 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 4.39% |
$17.9K - $20.8K
|
4.22K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-197- 2.91% |
$18.1K - $21.1K
|
6.57K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-198- 1.46% |
$18.2K - $21.2K
|
13.4K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-200- 0.12% |
$18.4K - $21.4K
|
169K
$23.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-200- 8.02% |
$18.4K - $21.4K
|
2.29K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-206- 1.81% |
$19K - $22K
|
11.2K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-210- 1.21% |
$19.3K - $22.5K
|
17.1K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.9% |
$19.5K - $22.7K
|
23.3K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-213- 0.63% |
$19.6K - $22.8K
|
33.9K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-216- 4.31% |
$19.9K - $23.1K
|
4.8K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-221- 2.0% |
$20.3K - $23.6K
|
10.8K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-225- 8.04% |
$20.7K - $24.1K
|
2.57K
$353K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-232- 3.12% |
$21.4K - $24.8K
|
7.21K
$990K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-235- 0.53% |
$21.6K - $25.1K
|
44.5K
$6.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-236- 2.24% |
$21.7K - $25.2K
|
10.3K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-236- 4.92% |
$21.7K - $25.2K
|
4.56K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-240- 1.81% |
$22.1K - $25.7K
|
13K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-241- 91.98% |
$22.2K - $25.8K
|
21
$2.88K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-243- 4.8% |
$22.4K - $26K
|
4.82K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-245- 1.98% |
$22.6K - $26.2K
|
12.1K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-246- 8.11% |
$22.6K - $26.3K
|
2.79K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-247- 0.64% |
$22.7K - $26.4K
|
38.6K
$5.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-248- 5.16% |
$22.8K - $26.5K
|
4.56K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-252- 2.69% |
$23.2K - $27K
|
9.1K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 1.03% |
$23.6K - $27.4K
|
24.5K
$3.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-259- 1.25% |
$23.8K - $27.7K
|
20.5K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-265- 1.53% |
$24.4K - $28.3K
|
17K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-266- 0.82% |
$24.5K - $28.5K
|
32.3K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 1.62% |
$24.5K - $28.5K
|
16.1K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 3.08% |
$24.6K - $28.6K
|
8.41K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-268- 3.34% |
$24.7K - $28.7K
|
7.76K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-272- 3.35% |
$25K - $29.1K
|
7.85K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 1.39% |
$25.3K - $29.4K
|
19.5K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-280- 1.1% |
$25.8K - $29.9K
|
25.1K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-281- 0.87% |
$25.9K - $30.1K
|
32K
$4.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 29.65% |
$26.1K - $30.4K
|
674
$92.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-287- 1.05% |
$26.4K - $30.7K
|
27.1K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-290- 7.14% |
$26.7K - $31K
|
3.77K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-292- 2.75% |
$26.9K - $31.2K
|
10.3K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-294- 4.12% |
$27.1K - $31.4K
|
6.84K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-296- 0.27% |
$27.3K - $31.7K
|
108K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 0.83% |
$27.3K - $31.8K
|
35.4K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-297- 0.09% |
$27.3K - $31.8K
|
332K
$45.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-298- 1.1% |
$27.4K - $31.9K
|
26.7K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 1.68% |
$27.5K - $32K
|
17.4K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 8.9% |
$27.6K - $32.1K
|
3.07K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-302- 1.95% |
$27.8K - $32.3K
|
15.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$874K
|