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
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-9K- 19.42% |
$829K - $963K
|
37.4K
$5.26M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.29K- 26.12% |
$855K - $993K
|
26.3K
$3.7M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.29K- 6.99% |
$855K - $994K
|
124K
$17.4M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.39K- 0.73% |
$865K - $1M
|
1.28M
$181M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$3.31M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.56K- 67.65% |
$880K - $1.02M
|
4.57K
$644K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.77K- 2.91% |
$900K - $1.05M
|
326K
$45.9M
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.79K- 73.34% |
$901K - $1.05M
|
3.56K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10.2K- 69.16% |
$941K - $1.09M
|
4.56K
$642K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.4K- 7.74% |
$958K - $1.11M
|
124K
$17.5M
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-10.5K- 51.54% |
$967K - $1.12M
|
9.87K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-11K- 10.84% |
$1.02M - $1.18M
|
90.7K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 6.71% |
$1.05M - $1.22M
|
159K
$22.4M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 5.52% |
$1.05M - $1.22M
|
196K
$27.6M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.6K- 33.33% |
$1.07M - $1.24M
|
23.2K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.6K- 37.23% |
$1.07M - $1.24M
|
19.6K
$2.76M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 0.76% |
$1.07M - $1.25M
|
1.51M
$213M
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.7K- 4.2% |
$1.08M - $1.25M
|
267K
$37.6M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.1K- 82.51% |
$1.12M - $1.3M
|
2.57K
$362K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.3K- 34.71% |
$1.13M - $1.31M
|
23.1K
$3.25M
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-12.8K- 4.33% |
$1.18M - $1.37M
|
283K
$39.8M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.2K- 12.85% |
$1.21M - $1.41M
|
89.2K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-14.1K- 8.04% |
$1.3M - $1.51M
|
162K
$22.8M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.1K- 90.95% |
$1.3M - $1.51M
|
1.41K
$198K
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-14.5K- 0.73% |
$1.33M - $1.55M
|
1.97M
$278M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.6K- 91.92% |
$1.34M - $1.56M
|
1.28K
$180K
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-14.6K- 5.74% |
$1.35M - $1.56M
|
240K
$33.8M
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-14.7K- 5.78% |
$1.35M - $1.57M
|
239K
$33.7M
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-15.1K- 26.09% |
$1.39M - $1.61M
|
42.6K
$6.01M
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15.1K- 2.2% |
$1.39M - $1.62M
|
673K
$94.8M
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-15.1K- 86.08% |
$1.39M - $1.62M
|
2.45K
$345K
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-15.4K- 22.37% |
$1.41M - $1.64M
|
53.3K
$7.51M
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
SELL
|
- |
-15.6K- 4.46% |
$1.44M - $1.67M
|
335K
$47.2M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-15.7K- 8.53% |
$1.44M - $1.67M
|
168K
$23.7M
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-16K- 85.19% |
$1.47M - $1.71M
|
2.78K
$391K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.5K- 81.59% |
$1.52M - $1.76M
|
3.71K
$523K
|
|
Nov 14, 2024
Q3 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-17.4K- 18.39% |
$1.6M - $1.86M
|
77K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.4K- 7.24% |
$1.6M - $1.86M
|
222K
$31.3M
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-17.8K- 4.04% |
$1.64M - $1.9M
|
422K
$59.5M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-17.9K- 22.67% |
$1.65M - $1.91M
|
61.1K
$8.6M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.9K- 2.3% |
$1.65M - $1.92M
|
761K
$107M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.1K- 2.11% |
$1.67M - $1.94M
|
843K
$119M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.5K- 46.23% |
$1.7M - $1.98M
|
21.5K
$3.03M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-19.2K- 22.71% |
$1.77M - $2.05M
|
65.4K
$9.21M
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-19.3K- 2.54% |
$1.77M - $2.06M
|
739K
$104M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-21.1K- 4.21% |
$1.94M - $2.26M
|
480K
$67.7M
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-21.8K- 67.73% |
$2.01M - $2.33M
|
10.4K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-22.5K- 15.86% |
$2.07M - $2.41M
|
120K
$16.8M
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-23.5K- 26.01% |
$2.17M - $2.52M
|
67K
$9.43M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25.3K- 6.5% |
$2.33M - $2.71M
|
364K
$51.3M
|