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 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.62K+ 3.95% |
$333K - $387K
|
95.1K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.54% |
$328K - $381K
|
50.8K
$6.97M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.55K+ 39.98% |
$327K - $380K
|
12.4K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.52KNew |
$324K - $376K
|
3.52K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.52K+ 2.4% |
$324K - $376K
|
150K
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.45K+ 23.31% |
$317K - $369K
|
18.2K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.43K+ 109.0% |
$316K - $367K
|
6.57K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42K+ 30.58% |
$315K - $366K
|
14.6K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.41K+ 30.55% |
$314K - $365K
|
14.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41K+ 3.26% |
$314K - $364K
|
108K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.41K+ 2.35% |
$313K - $364K
|
149K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.4KNew |
$313K - $363K
|
3.4K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.38K+ 24.54% |
$311K - $361K
|
17.1K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$308K - $358K
|
3.35K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33K+ 9.22% |
$307K - $356K
|
39.5K
$5.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.32K+ 59.28% |
$305K - $355K
|
8.91K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.31K+ 4.19% |
$305K - $354K
|
82.3K
$11.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.1KNew |
$285K - $331K
|
3.1K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.09KNew |
$284K - $330K
|
3.09K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 12.42% |
$280K - $325K
|
27.5K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3KNew |
$276K - $321K
|
3K
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$274K - $318K
|
2.97K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$272K - $316K
|
2.95K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.95K+ 6.35% |
$272K - $316K
|
49.4K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.95K+ 44.54% |
$271K - $315K
|
9.56K
$1.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.94K+ 14.29% |
$270K - $314K
|
23.5K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.88KNew |
$265K - $308K
|
2.88K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.84K+ 1.0% |
$261K - $304K
|
286K
$39.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.83K+ 0.88% |
$261K - $303K
|
324K
$44.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.83K+ 11.66% |
$260K - $302K
|
27.1K
$3.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.83KNew |
$260K - $302K
|
2.83K
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.83K+ 4.85% |
$260K - $302K
|
61.1K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$259K - $301K
|
2.81K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.81K+ 10.9% |
$259K - $300K
|
28.6K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.78K+ 0.47% |
$256K - $297K
|
588K
$80.7M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.78KNew |
$255K - $297K
|
2.78K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$254K - $295K
|
2.76K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.75K+ 37.08% |
$253K - $294K
|
10.2K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.74KNew |
$252K - $293K
|
2.74K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.69K+ 1.02% |
$248K - $288K
|
266K
$36.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.66KNew |
$245K - $285K
|
2.66K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.66K+ 4.83% |
$245K - $285K
|
57.8K
$7.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 4.45% |
$245K - $285K
|
62.4K
$8.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.63KNew |
$242K - $281K
|
2.63K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.63KNew |
$242K - $281K
|
2.63K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.61KNew |
$240K - $279K
|
2.61K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.6KNew |
$239K - $278K
|
2.6K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$238K - $277K
|
2.59K
$356K
|