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 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.97K- 2.24% |
$550K - $639K
|
261K
$35.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6K- 51.19% |
$552K - $642K
|
5.72K
$785K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.04K- 21.08% |
$556K - $646K
|
22.6K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-6.08K- 1.71% |
$559K - $650K
|
349K
$48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.3K- 49.78% |
$580K - $674K
|
6.36K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.36K- 3.33% |
$585K - $680K
|
185K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.47K- 8.14% |
$596K - $692K
|
73K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.6K- 60.07% |
$608K - $706K
|
4.39K
$603K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.86K- 3.73% |
$632K - $734K
|
177K
$24.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 13.01% |
$634K - $737K
|
46.1K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.07K- 19.27% |
$651K - $756K
|
29.6K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.46K- 20.19% |
$687K - $798K
|
29.5K
$4.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.51K- 7.97% |
$692K - $804K
|
86.8K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7.52K- 62.14% |
$692K - $804K
|
4.58K
$629K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.57K- 3.04% |
$697K - $809K
|
241K
$33.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-7.86K- 1.32% |
$724K - $841K
|
589K
$80.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.88K- 49.65% |
$726K - $843K
|
7.99K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-8.02K- 3.89% |
$738K - $857K
|
198K
$27.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.06K- 70.69% |
$742K - $862K
|
3.34K
$459K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-8.08K- 9.11% |
$744K - $864K
|
80.6K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.12K- 2.17% |
$747K - $868K
|
366K
$50.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8.28K- 21.17% |
$762K - $885K
|
30.8K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.44K- 67.27% |
$777K - $903K
|
4.11K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.58K- 16.85% |
$790K - $917K
|
42.3K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-8.79K- 1.65% |
$809K - $940K
|
524K
$71.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-8.83K- 11.14% |
$813K - $945K
|
70.4K
$9.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.84K- 3.55% |
$814K - $946K
|
240K
$33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-9K- 19.42% |
$829K - $963K
|
37.4K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.29K- 26.12% |
$855K - $993K
|
26.3K
$3.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.29K- 6.99% |
$855K - $994K
|
124K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.39K- 0.73% |
$865K - $1M
|
1.28M
$176M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.56K- 67.65% |
$880K - $1.02M
|
4.57K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.77K- 2.91% |
$900K - $1.05M
|
326K
$44.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.79K- 73.34% |
$901K - $1.05M
|
3.56K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10.2K- 69.16% |
$941K - $1.09M
|
4.56K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.4K- 7.74% |
$958K - $1.11M
|
124K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-10.5K- 51.54% |
$967K - $1.12M
|
9.87K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-11K- 10.84% |
$1.02M - $1.18M
|
90.7K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 6.71% |
$1.05M - $1.22M
|
159K
$21.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 5.52% |
$1.05M - $1.22M
|
196K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.6K- 33.33% |
$1.07M - $1.24M
|
23.2K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.6K- 37.23% |
$1.07M - $1.24M
|
19.6K
$2.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 0.76% |
$1.07M - $1.25M
|
1.51M
$208M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.7K- 4.2% |
$1.08M - $1.25M
|
267K
$36.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.1K- 82.51% |
$1.12M - $1.3M
|
2.57K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.3K- 34.71% |
$1.13M - $1.31M
|
23.1K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-12.8K- 4.33% |
$1.18M - $1.37M
|
283K
$38.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.2K- 12.85% |
$1.21M - $1.41M
|
89.2K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-14.1K- 8.04% |
$1.3M - $1.51M
|
162K
$22.2M
|