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 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.21K- 15.92% |
$295K - $343K
|
16.9K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.23K- 6.5% |
$297K - $345K
|
46.4K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.26K- 10.89% |
$300K - $349K
|
26.7K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.27K- 28.7% |
$301K - $350K
|
8.13K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.31K- 1.32% |
$305K - $354K
|
248K
$34.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.33K- 44.82% |
$307K - $357K
|
4.11K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.39K- 21.54% |
$312K - $362K
|
12.3K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.45K- 15.89% |
$318K - $369K
|
18.3K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.48K- 8.62% |
$320K - $372K
|
36.9K
$5.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-3.48K- 48.63% |
$320K - $372K
|
3.68K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.49K- 2.2% |
$321K - $373K
|
155K
$21.3M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.5K- 6.75% |
$322K - $374K
|
48.3K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.5K- 1.02% |
$322K - $374K
|
339K
$46.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-3.52K- 57.53% |
$324K - $377K
|
2.6K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.64K- 31.37% |
$335K - $389K
|
7.95K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.68K- 1.34% |
$339K - $393K
|
271K
$37.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.71K- 9.2% |
$341K - $396K
|
36.6K
$5.02M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.77K- 32.8% |
$347K - $404K
|
7.73K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.78K- 1.6% |
$348K - $404K
|
232K
$31.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.78K- 28.68% |
$348K - $404K
|
9.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.79K- 15.33% |
$349K - $405K
|
20.9K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-4.04K- 2.83% |
$372K - $433K
|
139K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.14K- 4.12% |
$381K - $443K
|
96.3K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.19K- 3.74% |
$386K - $448K
|
108K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.19K- 31.31% |
$386K - $448K
|
9.19K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.21K- 0.63% |
$387K - $450K
|
668K
$91.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.28K- 19.94% |
$394K - $458K
|
17.2K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.37K- 52.05% |
$402K - $467K
|
4.02K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.43K- 4.45% |
$408K - $474K
|
95.2K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 42.9% |
$410K - $477K
|
5.93K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.54K- 3.4% |
$418K - $485K
|
129K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.86K- 60.19% |
$448K - $520K
|
3.22K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.87K- 3.52% |
$449K - $521K
|
133K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-4.89K- 24.96% |
$450K - $523K
|
14.7K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.98K- 26.95% |
$458K - $532K
|
13.5K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.02K- 1.02% |
$462K - $537K
|
485K
$66.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.03K- 41.43% |
$463K - $537K
|
7.1K
$975K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.03K- 2.82% |
$463K - $538K
|
173K
$23.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.03K- 28.63% |
$463K - $538K
|
12.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.23K- 44.3% |
$481K - $559K
|
6.57K
$903K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.23K- 20.13% |
$482K - $560K
|
20.8K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.4K- 27.73% |
$497K - $578K
|
14.1K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.43K- 37.92% |
$499K - $580K
|
8.88K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-5.44K- 2.52% |
$501K - $582K
|
210K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.5K- 3.82% |
$506K - $588K
|
138K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.55K- 1.71% |
$511K - $593K
|
319K
$43.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.72K- 4.8% |
$527K - $612K
|
114K
$15.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-5.83K- 73.02% |
$537K - $624K
|
2.16K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.86K- 31.81% |
$539K - $626K
|
12.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.9K- 10.92% |
$543K - $631K
|
48.2K
$6.61M
|