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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-926- 6.6% |
$85.3K - $99K
|
13.1K
$1.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-928- 2.84% |
$85.4K - $99.3K
|
31.7K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-928- 5.78% |
$85.4K - $99.3K
|
15.1K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-936- 97.1% |
$86.2K - $100K
|
28
$3.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-939- 19.34% |
$86.5K - $100K
|
3.92K
$538K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-940- 3.03% |
$86.5K - $101K
|
30.1K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-941- 5.44% |
$86.6K - $101K
|
16.4K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-990- 1.82% |
$91.1K - $106K
|
53.3K
$7.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 19.51% |
$93.4K - $108K
|
4.18K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.02K- 14.6% |
$94.1K - $109K
|
5.98K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 9.47% |
$94.4K - $110K
|
9.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.05K- 2.19% |
$96.7K - $112K
|
46.9K
$6.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 2.0% |
$97K - $113K
|
51.7K
$7.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$99.5K - $116K
|
21K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.11K- 0.27% |
$102K - $118K
|
414K
$56.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.14K- 21.1% |
$105K - $122K
|
4.26K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.15K- 0.22% |
$106K - $123K
|
519K
$71.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.16K- 0.22% |
$107K - $124K
|
526K
$72.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 3.2% |
$107K - $124K
|
35.1K
$4.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.17K- 1.62% |
$108K - $125K
|
71.1K
$9.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.17K- 3.05% |
$108K - $125K
|
37.2K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.23K- 1.33% |
$113K - $131K
|
90.9K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 30.27% |
$115K - $133K
|
2.87K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.26K- 35.73% |
$116K - $135K
|
2.27K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.26K- 6.45% |
$116K - $135K
|
18.3K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.28K- 0.57% |
$118K - $137K
|
223K
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 3.65% |
$118K - $137K
|
33.8K
$4.63M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.3K- 18.03% |
$120K - $139K
|
5.91K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.31K- 22.02% |
$121K - $140K
|
4.65K
$639K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.33K- 2.04% |
$123K - $142K
|
64K
$8.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 8.97% |
$124K - $144K
|
13.6K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.38K- 27.09% |
$127K - $147K
|
3.71K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 10.2% |
$127K - $148K
|
12.2K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 15.29% |
$128K - $148K
|
7.69K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.41K- 5.67% |
$130K - $151K
|
23.5K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.42K- 25.63% |
$131K - $152K
|
4.13K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.43K- 8.04% |
$131K - $153K
|
16.3K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.45K- 9.23% |
$134K - $155K
|
14.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.46K- 6.97% |
$135K - $156K
|
19.5K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.52K- 1.86% |
$140K - $163K
|
80.2K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 28.6% |
$144K - $167K
|
3.91K
$537K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.6K- 2.79% |
$147K - $171K
|
55.7K
$7.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.61K- 6.55% |
$148K - $172K
|
22.9K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.64K- 63.38% |
$151K - $175K
|
946
$130K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.65K- 0.77% |
$152K - $176K
|
211K
$29M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.65K- 3.91% |
$152K - $176K
|
40.5K
$5.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.68K- 10.43% |
$154K - $179K
|
14.4K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.68K- 14.61% |
$155K - $180K
|
9.82K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.69K- 1.11% |
$156K - $181K
|
151K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.76K- 42.11% |
$162K - $188K
|
2.41K
$331K
|