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 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-313- 4.55% |
$28.8K - $33.5K
|
6.57K
$902K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-314- 1.99% |
$28.9K - $33.6K
|
15.5K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-321- 10.19% |
$29.6K - $34.3K
|
2.83K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-322- 12.28% |
$29.6K - $34.4K
|
2.3K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-325- 39.39% |
$29.9K - $34.8K
|
500
$68.7K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-329- 3.83% |
$30.3K - $35.2K
|
8.27K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-330- 0.63% |
$30.4K - $35.3K
|
52.3K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 7.58% |
$30.4K - $35.3K
|
4.02K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-334- 4.1% |
$30.8K - $35.7K
|
7.81K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$31.1K - $36.2K
|
25.5K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-339- 4.85% |
$31.2K - $36.3K
|
6.65K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-341- 0.86% |
$31.4K - $36.5K
|
39.5K
$5.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-343- 2.0% |
$31.6K - $36.7K
|
16.8K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-343- 7.7% |
$31.6K - $36.7K
|
4.11K
$565K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-348- 4.6% |
$32K - $37.2K
|
7.22K
$991K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-359- 0.9% |
$33.1K - $38.4K
|
39.5K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-362- 6.26% |
$33.3K - $38.7K
|
5.42K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-373- 0.71% |
$34.3K - $39.9K
|
52.5K
$7.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-379- 5.9% |
$34.9K - $40.5K
|
6.05K
$831K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.88M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-387- 1.09% |
$35.6K - $41.4K
|
35K
$4.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-389- 1.71% |
$35.8K - $41.6K
|
22.3K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-391- 6.8% |
$36K - $41.8K
|
5.36K
$735K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-392- 7.35% |
$36.1K - $41.9K
|
4.94K
$679K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-392- 3.63% |
$36.1K - $41.9K
|
10.4K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-412- 7.15% |
$37.9K - $44.1K
|
5.35K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-418- 87.45% |
$38.5K - $44.7K
|
60
$8.24K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-427- 15.08% |
$39.3K - $45.7K
|
2.4K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-440- 2.04% |
$40.5K - $47.1K
|
21.2K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-440- 12.68% |
$40.5K - $47.1K
|
3.03K
$416K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-444- 1.57% |
$40.9K - $47.5K
|
27.8K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-450- 5.07% |
$41.4K - $48.1K
|
8.43K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$925K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-470- 5.53% |
$43.3K - $50.3K
|
8.03K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-470- 5.73% |
$43.3K - $50.3K
|
7.73K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.7% |
$43.7K - $50.8K
|
17.1K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-485- 3.32% |
$44.7K - $51.9K
|
14.1K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-490- 9.02% |
$45.1K - $52.4K
|
4.95K
$679K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-500- 6.92% |
$46K - $53.5K
|
6.72K
$923K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-506- 6.35% |
$46.6K - $54.1K
|
7.46K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-515- 6.78% |
$47.4K - $55.1K
|
7.09K
$973K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-524- 7.16% |
$48.2K - $56K
|
6.79K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-526- 10.24% |
$48.4K - $56.3K
|
4.61K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-537- 2.19% |
$49.4K - $57.4K
|
24K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 6.32% |
$49.7K - $57.8K
|
8K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-549- 4.82% |
$50.5K - $58.7K
|
10.9K
$1.49M
|