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 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-272- 3.35% |
$25K - $29.1K
|
7.85K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 1.39% |
$25.3K - $29.4K
|
19.5K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-280- 1.1% |
$25.8K - $29.9K
|
25.1K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-281- 0.87% |
$25.9K - $30.1K
|
32K
$4.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 29.65% |
$26.1K - $30.4K
|
674
$95K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-287- 1.05% |
$26.4K - $30.7K
|
27.1K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-290- 7.14% |
$26.7K - $31K
|
3.77K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-292- 2.75% |
$26.9K - $31.2K
|
10.3K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-294- 4.12% |
$27.1K - $31.4K
|
6.84K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-296- 0.27% |
$27.3K - $31.7K
|
108K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 0.83% |
$27.3K - $31.8K
|
35.4K
$4.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-297- 0.09% |
$27.3K - $31.8K
|
332K
$46.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-298- 1.1% |
$27.4K - $31.9K
|
26.7K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 1.68% |
$27.5K - $32K
|
17.4K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 8.9% |
$27.6K - $32.1K
|
3.07K
$433K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$3.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-302- 1.95% |
$27.8K - $32.3K
|
15.2K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$897K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-313- 4.55% |
$28.8K - $33.5K
|
6.57K
$926K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-314- 1.99% |
$28.9K - $33.6K
|
15.5K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-321- 10.19% |
$29.6K - $34.3K
|
2.83K
$398K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-322- 12.28% |
$29.6K - $34.4K
|
2.3K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-325- 39.39% |
$29.9K - $34.8K
|
500
$70.5K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-329- 3.83% |
$30.3K - $35.2K
|
8.27K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-330- 0.63% |
$30.4K - $35.3K
|
52.3K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 7.58% |
$30.4K - $35.3K
|
4.02K
$567K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-334- 4.1% |
$30.8K - $35.7K
|
7.81K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$31.1K - $36.2K
|
25.5K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-339- 4.85% |
$31.2K - $36.3K
|
6.65K
$937K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-341- 0.86% |
$31.4K - $36.5K
|
39.5K
$5.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-343- 2.0% |
$31.6K - $36.7K
|
16.8K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-343- 7.7% |
$31.6K - $36.7K
|
4.11K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-348- 4.6% |
$32K - $37.2K
|
7.22K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-359- 0.9% |
$33.1K - $38.4K
|
39.5K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-362- 6.26% |
$33.3K - $38.7K
|
5.42K
$763K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-366- 94.82% |
$33.7K - $39.1K
|
20
$2.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-373- 0.71% |
$34.3K - $39.9K
|
52.5K
$7.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-379- 5.9% |
$34.9K - $40.5K
|
6.05K
$852K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.98M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-387- 1.09% |
$35.6K - $41.4K
|
35K
$4.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-389- 1.71% |
$35.8K - $41.6K
|
22.3K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-391- 6.8% |
$36K - $41.8K
|
5.36K
$755K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-392- 7.35% |
$36.1K - $41.9K
|
4.94K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-392- 3.63% |
$36.1K - $41.9K
|
10.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-412- 7.15% |
$37.9K - $44.1K
|
5.35K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-418- 87.45% |
$38.5K - $44.7K
|
60
$8.45K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-427- 15.08% |
$39.3K - $45.7K
|
2.4K
$339K
|