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 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.11K+ 203.61% |
$747K - $868K
|
12.1K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.1K+ 104.06% |
$745K - $866K
|
15.9K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.04K+ 0.72% |
$741K - $860K
|
1.13M
$155M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8KNew |
$737K - $856K
|
8K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 139.38% |
$725K - $842K
|
13.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
7.78KNew |
$716K - $832K
|
7.78K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.75KNew |
$714K - $829K
|
7.75K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.71K+ 2164.61% |
$709K - $824K
|
8.06K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7.4K+ 7.23% |
$681K - $792K
|
110K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.38K+ 28.55% |
$680K - $790K
|
33.2K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.35K+ 9.09% |
$677K - $787K
|
88.3K
$12.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.29K+ 55.64% |
$671K - $780K
|
20.4K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.15K+ 18.82% |
$658K - $765K
|
45.1K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.13K+ 16.07% |
$657K - $763K
|
51.5K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.01K+ 10.81% |
$646K - $750K
|
71.9K
$9.87M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
7KNew |
$644K - $749K
|
7K
$961K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.98K+ 322.9% |
$643K - $747K
|
9.14K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.94K+ 95.03% |
$639K - $743K
|
14.2K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6.91K+ 7.31% |
$636K - $739K
|
101K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.82K+ 15.91% |
$628K - $729K
|
49.7K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.81K+ 105.32% |
$627K - $729K
|
13.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.7K+ 10.03% |
$617K - $717K
|
73.6K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.58K+ 21.07% |
$606K - $703K
|
37.8K
$5.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
6.55K+ 23.84% |
$603K - $700K
|
34K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
6.49K+ 0.79% |
$597K - $694K
|
826K
$113M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6.47K+ 4.81% |
$596K - $692K
|
141K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6.44K+ 231.34% |
$593K - $688K
|
9.22K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.43K+ 4.2% |
$592K - $688K
|
160K
$21.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
6.4K+ 5.75% |
$590K - $685K
|
118K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 72.74% |
$587K - $682K
|
15.1K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.3K+ 9.33% |
$580K - $674K
|
73.9K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$572K - $665K
|
6.22K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 4.73% |
$571K - $663K
|
137K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.17K+ 30.07% |
$568K - $660K
|
26.7K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.16K+ 4.31% |
$567K - $659K
|
149K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.16K+ 2.43% |
$567K - $659K
|
259K
$35.6M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
6.15KNew |
$566K - $658K
|
6.15K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
6.12K+ 17.54% |
$563K - $654K
|
41K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.11K+ 5.99% |
$562K - $653K
|
108K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.08K+ 23.4% |
$560K - $650K
|
32.1K
$4.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.07KNew |
$559K - $649K
|
6.07K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05K+ 154.97% |
$557K - $647K
|
9.95K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.05KNew |
$557K - $647K
|
6.05K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.01K+ 39.49% |
$553K - $642K
|
21.2K
$2.91M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6K+ 20.48% |
$552K - $642K
|
35.3K
$4.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.98K+ 3.87% |
$551K - $640K
|
160K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.88K+ 32.26% |
$542K - $629K
|
24.1K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.84KNew |
$538K - $625K
|
5.84K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.8KNew |
$534K - $621K
|
5.8K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.8K+ 5.21% |
$534K - $620K
|
117K
$16.1M
|