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 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.43K- 4.45% |
$408K - $474K
|
95.2K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 42.9% |
$410K - $477K
|
5.93K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.54K- 3.4% |
$418K - $485K
|
129K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.86K- 60.19% |
$448K - $520K
|
3.22K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.87K- 3.52% |
$449K - $521K
|
133K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-4.89K- 24.96% |
$450K - $523K
|
14.7K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.98K- 26.95% |
$458K - $532K
|
13.5K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.02K- 1.02% |
$462K - $537K
|
485K
$68.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.03K- 41.43% |
$463K - $537K
|
7.1K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.03K- 2.82% |
$463K - $538K
|
173K
$24.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.03K- 28.63% |
$463K - $538K
|
12.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.23K- 44.3% |
$481K - $559K
|
6.57K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.23K- 20.13% |
$482K - $560K
|
20.8K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.4K- 27.73% |
$497K - $578K
|
14.1K
$1.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.43K- 37.92% |
$499K - $580K
|
8.88K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-5.44K- 2.52% |
$501K - $582K
|
210K
$29.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.5K- 3.82% |
$506K - $588K
|
138K
$19.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.55K- 1.71% |
$511K - $593K
|
319K
$44.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.72K- 4.8% |
$527K - $612K
|
114K
$16M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-5.83K- 73.02% |
$537K - $624K
|
2.16K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.86K- 31.81% |
$539K - $626K
|
12.6K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.9K- 10.92% |
$543K - $631K
|
48.2K
$6.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.97K- 2.24% |
$550K - $639K
|
261K
$36.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6K- 51.19% |
$552K - $642K
|
5.72K
$806K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.04K- 21.08% |
$556K - $646K
|
22.6K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-6.08K- 1.71% |
$559K - $650K
|
349K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.3K- 49.78% |
$580K - $674K
|
6.36K
$896K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.36K- 3.33% |
$585K - $680K
|
185K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.47K- 8.14% |
$596K - $692K
|
73K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.6K- 60.07% |
$608K - $706K
|
4.39K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.86K- 3.73% |
$632K - $734K
|
177K
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 13.01% |
$634K - $737K
|
46.1K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.07K- 19.27% |
$651K - $756K
|
29.6K
$4.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.46K- 20.19% |
$687K - $798K
|
29.5K
$4.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.51K- 7.97% |
$692K - $804K
|
86.8K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7.52K- 62.14% |
$692K - $804K
|
4.58K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.57K- 3.04% |
$697K - $809K
|
241K
$34M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-7.86K- 1.32% |
$724K - $841K
|
589K
$83M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.88K- 49.65% |
$726K - $843K
|
7.99K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-8.02K- 3.89% |
$738K - $857K
|
198K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.06K- 70.69% |
$742K - $862K
|
3.34K
$471K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-8.08K- 9.11% |
$744K - $864K
|
80.6K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.12K- 2.17% |
$747K - $868K
|
366K
$51.6M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-8.23K- 2.07% |
$757K - $880K
|
389K
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8.28K- 21.17% |
$762K - $885K
|
30.8K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.44K- 67.27% |
$777K - $903K
|
4.11K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.58K- 16.85% |
$790K - $917K
|
42.3K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-8.79K- 1.65% |
$809K - $940K
|
524K
$73.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-8.83K- 11.14% |
$813K - $945K
|
70.4K
$9.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.84K- 3.55% |
$814K - $946K
|
240K
$33.8M
|