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 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.2K+ 4.13% |
$1.3M - $1.51M
|
357K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.1K+ 15.69% |
$1.3M - $1.51M
|
104K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.1K+ 1.65% |
$1.3M - $1.51M
|
870K
$119M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.2K+ 1.6% |
$1.22M - $1.42M
|
838K
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$1.21M - $1.41M
|
13.2K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
13.1K+ 25.56% |
$1.21M - $1.4M
|
64.4K
$8.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 9.84% |
$1.2M - $1.39M
|
145K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
12.9KNew |
$1.19M - $1.38M
|
12.9K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.8KNew |
$1.17M - $1.36M
|
12.8K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.35M
|
12.6K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
12.2K+ 26.11% |
$1.12M - $1.3M
|
58.8K
$8.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
12.1K+ 2.56% |
$1.11M - $1.29M
|
485K
$66.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 4.3% |
$1.11M - $1.29M
|
292K
$40.1M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
11.8K+ 13.0% |
$1.09M - $1.27M
|
103K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.7KNew |
$1.08M - $1.26M
|
11.7K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.7K+ 6.86% |
$1.07M - $1.25M
|
182K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.5K+ 0.41% |
$1.06M - $1.23M
|
2.84M
$390M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$1.03M - $1.19M
|
57.9K
$7.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
11K+ 354.22% |
$1.01M - $1.18M
|
14.1K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.8K+ 13.06% |
$992K - $1.15M
|
93.3K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.7K+ 7.7% |
$988K - $1.15M
|
150K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.6K+ 0.01% |
$975K - $1.13M
|
110M
$15.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 9.24% |
$970K - $1.13M
|
125K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.5K+ 11.66% |
$970K - $1.13M
|
101K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.4K+ 16.28% |
$958K - $1.11M
|
74.3K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
10.4K+ 2.84% |
$954K - $1.11M
|
376K
$51.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.1K+ 9.84% |
$931K - $1.08M
|
113K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.92K+ 10.34% |
$913K - $1.06M
|
106K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$899K - $1.04M
|
9.77K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 55.01% |
$898K - $1.04M
|
27.5K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.7K+ 14.51% |
$893K - $1.04M
|
76.5K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
9.35KNew |
$860K - $1M
|
9.35K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
9.26K+ 3.93% |
$853K - $990K
|
245K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.22KNew |
$849K - $986K
|
9.22K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.2K+ 32.51% |
$847K - $984K
|
37.5K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.15K+ 1.56% |
$843K - $979K
|
597K
$82M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 121.18% |
$837K - $972K
|
16.6K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.08K+ 5.34% |
$836K - $971K
|
179K
$24.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9K+ 4.21% |
$820K - $952K
|
220K
$30.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.67KNew |
$798K - $927K
|
8.67K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 3.67% |
$796K - $925K
|
244K
$33.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.64K+ 193.48% |
$795K - $924K
|
13.1K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.61K+ 16.32% |
$793K - $921K
|
61.4K
$8.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
8.44KNew |
$777K - $903K
|
8.44K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.41K+ 146.99% |
$774K - $900K
|
14.1K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.38K+ 184.72% |
$771K - $896K
|
12.9K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.27K+ 7.69% |
$761K - $885K
|
116K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.24KNew |
$758K - $881K
|
8.24K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.21K+ 2.69% |
$756K - $878K
|
313K
$43M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.13KNew |
$749K - $870K
|
8.13K
$1.12M
|