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 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-440- 2.04% |
$40.5K - $47.1K
|
21.2K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-440- 12.68% |
$40.5K - $47.1K
|
3.03K
$427K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-444- 1.57% |
$40.9K - $47.5K
|
27.8K
$3.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-450- 5.07% |
$41.4K - $48.1K
|
8.43K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$949K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-470- 5.53% |
$43.3K - $50.3K
|
8.03K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-470- 5.73% |
$43.3K - $50.3K
|
7.73K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.7% |
$43.7K - $50.8K
|
17.1K
$2.41M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-484- 2.16% |
$44.6K - $51.8K
|
21.9K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-485- 3.32% |
$44.7K - $51.9K
|
14.1K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-490- 9.02% |
$45.1K - $52.4K
|
4.95K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-500- 6.92% |
$46K - $53.5K
|
6.72K
$947K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-506- 6.35% |
$46.6K - $54.1K
|
7.46K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-515- 6.78% |
$47.4K - $55.1K
|
7.09K
$998K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-524- 7.16% |
$48.2K - $56K
|
6.79K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-526- 10.24% |
$48.4K - $56.3K
|
4.61K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-537- 2.19% |
$49.4K - $57.4K
|
24K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 6.32% |
$49.7K - $57.8K
|
8K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-549- 4.82% |
$50.5K - $58.7K
|
10.9K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-550- 3.63% |
$50.6K - $58.8K
|
14.6K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-551- 7.11% |
$50.7K - $58.9K
|
7.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-551- 45.69% |
$50.7K - $58.9K
|
655
$92.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$3.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-561- 6.4% |
$51.7K - $60K
|
8.21K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-568- 1.02% |
$52.3K - $60.8K
|
55.1K
$7.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-571- 42.77% |
$52.6K - $61.1K
|
764
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-579- 11.63% |
$53.3K - $61.9K
|
4.4K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-580- 40.56% |
$53.4K - $62K
|
850
$120K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-586- 0.29% |
$54K - $62.7K
|
200K
$28.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 50.0% |
$55.2K - $64.2K
|
600
$84.5K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 24.75% |
$55.2K - $64.2K
|
1.82K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-603- 9.67% |
$55.5K - $64.5K
|
5.63K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-620- 2.84% |
$57.1K - $66.3K
|
21.2K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-633- 18.16% |
$58.3K - $67.7K
|
2.85K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-645- 1.61% |
$59.4K - $69K
|
39.4K
$5.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 3.75% |
$59.8K - $69.5K
|
16.7K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-650- 2.58% |
$59.8K - $69.5K
|
24.5K
$3.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-673- 2.9% |
$62K - $72K
|
22.6K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-680- 6.33% |
$62.6K - $72.7K
|
10.1K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-687- 30.38% |
$63.3K - $73.5K
|
1.57K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 13.5% |
$63.3K - $73.6K
|
4.41K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-695- 2.53% |
$64K - $74.3K
|
26.8K
$3.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-699- 0.92% |
$64.4K - $74.8K
|
75K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.99% |
$64.4K - $74.9K
|
70.1K
$9.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-703- 0.33% |
$64.7K - $75.2K
|
210K
$29.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-705- 2.13% |
$64.9K - $75.4K
|
32.4K
$4.57M
|