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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 1.36% |
$532K - $618K
|
431K
$59.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.76K+ 2.77% |
$530K - $616K
|
213K
$29.3M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.74K+ 8.0% |
$528K - $614K
|
77.4K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5.73KNew |
$528K - $613K
|
5.73K
$787K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.58K+ 37.84% |
$513K - $596K
|
20.3K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.55KNew |
$511K - $594K
|
5.55K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.5K+ 9.69% |
$507K - $588K
|
62.3K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 4.88% |
$497K - $577K
|
116K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.37K+ 3.28% |
$494K - $574K
|
169K
$23.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.29K+ 16.35% |
$487K - $565K
|
37.6K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.26K+ 28.63% |
$484K - $563K
|
23.6K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.21K+ 2.46% |
$480K - $558K
|
217K
$29.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
5.19K+ 7.09% |
$478K - $555K
|
78.4K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.16K+ 31.65% |
$475K - $551K
|
21.4K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.14K+ 6.39% |
$473K - $549K
|
85.4K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.12K+ 29.31% |
$472K - $548K
|
22.6K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.08K+ 1.52% |
$467K - $543K
|
340K
$46.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.05KNew |
$465K - $540K
|
5.05K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.02K+ 9.18% |
$463K - $537K
|
59.8K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
5KNew |
$460K - $535K
|
5K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.99K+ 134.91% |
$459K - $534K
|
8.69K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$458K - $533K
|
4.98K
$684K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.92KNew |
$453K - $527K
|
4.92K
$676K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.66KNew |
$429K - $499K
|
4.66K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.62K+ 14.26% |
$425K - $494K
|
37K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.62KNew |
$425K - $494K
|
4.62K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.57K+ 26.05% |
$421K - $489K
|
22.1K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.51K+ 25.5% |
$415K - $482K
|
22.2K
$3.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.49K+ 27.72% |
$414K - $481K
|
20.7K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.45KNew |
$410K - $476K
|
4.45K
$611K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.43K+ 18.0% |
$408K - $474K
|
29.1K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.35K+ 15.06% |
$401K - $465K
|
33.2K
$4.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.34KNew |
$399K - $464K
|
4.34K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.29K+ 1.67% |
$395K - $459K
|
262K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.29K+ 12.86% |
$395K - $459K
|
37.6K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.27KNew |
$394K - $457K
|
4.27K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.25K+ 184.3% |
$391K - $454K
|
6.55K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.14K+ 13.04% |
$381K - $443K
|
35.9K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
4.09KNew |
$376K - $437K
|
4.09K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4K+ 4.72% |
$368K - $428K
|
88.8K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.83% |
$367K - $426K
|
145K
$19.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.97K+ 4.38% |
$365K - $424K
|
94.5K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.87K+ 54.51% |
$356K - $414K
|
11K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.86K+ 4.33% |
$355K - $412K
|
92.9K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.82K+ 3.62% |
$352K - $409K
|
109K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 5.74% |
$346K - $402K
|
69.2K
$9.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.74K+ 35.6% |
$345K - $400K
|
14.3K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.71K+ 11.23% |
$341K - $397K
|
36.7K
$5.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.65K+ 8.14% |
$336K - $391K
|
48.5K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$501K
|