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 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-550- 3.63% |
$50.6K - $58.8K
|
14.6K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-551- 7.11% |
$50.7K - $58.9K
|
7.2K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-551- 45.69% |
$50.7K - $58.9K
|
655
$89.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$3.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-561- 6.4% |
$51.7K - $60K
|
8.21K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-568- 1.02% |
$52.3K - $60.8K
|
55.1K
$7.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-571- 42.77% |
$52.6K - $61.1K
|
764
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-579- 11.63% |
$53.3K - $61.9K
|
4.4K
$604K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-580- 40.56% |
$53.4K - $62K
|
850
$117K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$749K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-586- 0.29% |
$54K - $62.7K
|
200K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 50.0% |
$55.2K - $64.2K
|
600
$82.4K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 24.75% |
$55.2K - $64.2K
|
1.82K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-603- 9.67% |
$55.5K - $64.5K
|
5.63K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-620- 2.84% |
$57.1K - $66.3K
|
21.2K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-633- 18.16% |
$58.3K - $67.7K
|
2.85K
$392K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-645- 1.61% |
$59.4K - $69K
|
39.4K
$5.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 3.75% |
$59.8K - $69.5K
|
16.7K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-650- 2.58% |
$59.8K - $69.5K
|
24.5K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-673- 2.9% |
$62K - $72K
|
22.6K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-680- 6.33% |
$62.6K - $72.7K
|
10.1K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-687- 30.38% |
$63.3K - $73.5K
|
1.57K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 13.5% |
$63.3K - $73.6K
|
4.41K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-695- 2.53% |
$64K - $74.3K
|
26.8K
$3.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-699- 0.92% |
$64.4K - $74.8K
|
75K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.99% |
$64.4K - $74.9K
|
70.1K
$9.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-703- 0.33% |
$64.7K - $75.2K
|
210K
$28.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-705- 2.13% |
$64.9K - $75.4K
|
32.4K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-707- 14.05% |
$65.1K - $75.6K
|
4.32K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-718- 2.58% |
$66.1K - $76.8K
|
27.1K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-719- 3.06% |
$66.2K - $76.9K
|
22.8K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-748- 9.16% |
$68.9K - $80K
|
7.42K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-755- 15.53% |
$69.5K - $80.8K
|
4.11K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-765- 6.35% |
$70.4K - $81.8K
|
11.3K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-772- 0.7% |
$71.1K - $82.6K
|
110K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-780- 0.73% |
$71.8K - $83.4K
|
107K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-783- 2.22% |
$72.1K - $83.7K
|
34.5K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-807- 10.36% |
$74.3K - $86.3K
|
6.98K
$959K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-814- 3.08% |
$74.9K - $87.1K
|
25.6K
$3.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-823- 3.04% |
$75.8K - $88K
|
26.3K
$3.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 9.14% |
$75.9K - $88.1K
|
8.19K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-848- 4.34% |
$78.1K - $90.7K
|
18.7K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-864- 1.53% |
$79.5K - $92.4K
|
55.5K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-890- 2.4% |
$81.9K - $95.2K
|
36.2K
$4.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-896- 13.63% |
$82.5K - $95.8K
|
5.68K
$780K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-899- 3.55% |
$82.8K - $96.2K
|
24.4K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-900- 11.86% |
$82.9K - $96.3K
|
6.69K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-925- 13.33% |
$85.2K - $98.9K
|
6.02K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-925- 1.28% |
$85.2K - $98.9K
|
71.1K
$9.76M
|