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 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.76K- 42.11% |
$162K - $188K
|
2.41K
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.76K- 2.28% |
$162K - $188K
|
75.4K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.77K- 5.04% |
$163K - $189K
|
33.3K
$4.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.78K- 0.71% |
$164K - $190K
|
248K
$34.4M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.79K- 17.83% |
$165K - $192K
|
8.26K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.79K- 0.84% |
$165K - $192K
|
212K
$29.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.82K- 2.26% |
$167K - $194K
|
78.4K
$10.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.82K- 1.04% |
$168K - $195K
|
173K
$24M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.92K- 46.71% |
$177K - $206K
|
2.2K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 7.66% |
$180K - $209K
|
23.6K
$3.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.99K- 41.64% |
$183K - $212K
|
2.78K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2K- 15.38% |
$184K - $214K
|
11K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 1.36% |
$187K - $217K
|
147K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.03K- 8.34% |
$187K - $217K
|
22.3K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.07K- 5.19% |
$190K - $221K
|
37.8K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.08K- 39.26% |
$191K - $222K
|
3.21K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.1K- 4.7% |
$193K - $225K
|
42.5K
$5.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-2.2K- 60.78% |
$203K - $235K
|
1.42K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.2K- 26.15% |
$203K - $236K
|
6.22K
$861K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.22K- 0.73% |
$205K - $238K
|
302K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.28K- 9.17% |
$209K - $243K
|
22.5K
$3.12M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.28K- 4.93% |
$210K - $244K
|
44K
$6.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.3K- 0.91% |
$212K - $246K
|
251K
$34.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.36K- 15.72% |
$217K - $253K
|
12.7K
$1.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.46K- 9.32% |
$227K - $263K
|
23.9K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-2.47K- 19.86% |
$227K - $264K
|
9.95K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.48K- 1.41% |
$228K - $265K
|
173K
$24M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 3.22% |
$229K - $267K
|
75K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.5K- 2.28% |
$230K - $267K
|
107K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 10.68% |
$230K - $267K
|
20.9K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 3.92% |
$230K - $267K
|
61.2K
$8.47M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.52K- 6.17% |
$232K - $269K
|
38.3K
$5.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.42% |
$234K - $272K
|
176K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-2.6K- 0.6% |
$239K - $278K
|
431K
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.7K- 1.56% |
$248K - $288K
|
170K
$23.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.73K- 15.98% |
$251K - $292K
|
14.3K
$1.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.73K- 2.96% |
$251K - $292K
|
89.4K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.73K- 36.16% |
$251K - $292K
|
4.82K
$667K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 8.75% |
$252K - $292K
|
28.5K
$3.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.75K- 12.53% |
$253K - $294K
|
19.2K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.76K- 3.25% |
$254K - $295K
|
82K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.78K- 1.2% |
$256K - $297K
|
230K
$31.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.78K- 6.98% |
$256K - $298K
|
37.1K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.81K- 1.1% |
$259K - $301K
|
252K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.86K- 0.22% |
$263K - $306K
|
1.29M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.88K- 46.1% |
$265K - $308K
|
3.36K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.94K- 15.9% |
$271K - $315K
|
15.6K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3K- 26.09% |
$276K - $321K
|
8.5K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.05K- 4.24% |
$281K - $327K
|
68.9K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.13K- 1.4% |
$288K - $335K
|
220K
$30.5M
|