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
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 3.92% |
$230K - $267K
|
61.2K
$8.62M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.52K- 6.17% |
$232K - $269K
|
38.3K
$5.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.42% |
$234K - $272K
|
176K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-2.6K- 0.6% |
$239K - $278K
|
431K
$60.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.7K- 1.56% |
$248K - $288K
|
170K
$23.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.73K- 15.98% |
$251K - $292K
|
14.3K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.73K- 2.96% |
$251K - $292K
|
89.4K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.73K- 36.16% |
$251K - $292K
|
4.82K
$679K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 8.75% |
$252K - $292K
|
28.5K
$4.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.75K- 12.53% |
$253K - $294K
|
19.2K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.76K- 3.25% |
$254K - $295K
|
82K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.78K- 1.2% |
$256K - $297K
|
230K
$32.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.78K- 6.98% |
$256K - $298K
|
37.1K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.81K- 1.1% |
$259K - $301K
|
252K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.86K- 0.22% |
$263K - $306K
|
1.29M
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.88K- 46.1% |
$265K - $308K
|
3.36K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.94K- 15.9% |
$271K - $315K
|
15.6K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3K- 26.09% |
$276K - $321K
|
8.5K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.05K- 4.24% |
$281K - $327K
|
68.9K
$9.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.13K- 1.4% |
$288K - $335K
|
220K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.14K- 87.0% |
$289K - $336K
|
470
$66.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.21K- 15.92% |
$295K - $343K
|
16.9K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.23K- 6.5% |
$297K - $345K
|
46.4K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.26K- 10.89% |
$300K - $349K
|
26.7K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.27K- 28.7% |
$301K - $350K
|
8.13K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.31K- 1.32% |
$305K - $354K
|
248K
$35M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-3.31K- 18.33% |
$305K - $354K
|
14.8K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.33K- 44.82% |
$307K - $357K
|
4.11K
$578K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.39K- 21.54% |
$312K - $362K
|
12.3K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.45K- 15.89% |
$318K - $369K
|
18.3K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.48K- 8.62% |
$320K - $372K
|
36.9K
$5.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-3.48K- 48.63% |
$320K - $372K
|
3.68K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.49K- 2.2% |
$321K - $373K
|
155K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.5K- 6.75% |
$322K - $374K
|
48.3K
$6.81M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.5K- 1.02% |
$322K - $374K
|
339K
$47.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-3.52K- 57.53% |
$324K - $377K
|
2.6K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.64K- 31.37% |
$335K - $389K
|
7.95K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.68K- 1.34% |
$339K - $393K
|
271K
$38.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.71K- 9.2% |
$341K - $396K
|
36.6K
$5.15M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.77K- 32.8% |
$347K - $404K
|
7.73K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.78K- 1.6% |
$348K - $404K
|
232K
$32.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.78K- 28.68% |
$348K - $404K
|
9.4K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.79K- 15.33% |
$349K - $405K
|
20.9K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-4.04K- 2.83% |
$372K - $433K
|
139K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.14K- 4.12% |
$381K - $443K
|
96.3K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.19K- 3.74% |
$386K - $448K
|
108K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.19K- 31.31% |
$386K - $448K
|
9.19K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.21K- 0.63% |
$387K - $450K
|
668K
$94.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.28K- 19.94% |
$394K - $458K
|
17.2K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.37K- 52.05% |
$402K - $467K
|
4.02K
$567K
|