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
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.59K+ 0.32% |
$238K - $277K
|
809K
$111M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$238K - $276K
|
2.58K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.57K+ 54.7% |
$236K - $274K
|
7.25K
$996K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.54K+ 68.47% |
$234K - $272K
|
6.25K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.46KNew |
$227K - $264K
|
2.46K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.46KNew |
$227K - $263K
|
2.46K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.46KNew |
$226K - $263K
|
2.46K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.45K+ 0.95% |
$226K - $262K
|
261K
$35.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.44K+ 7.35% |
$224K - $260K
|
35.6K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.41KNew |
$222K - $257K
|
2.41K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.39KNew |
$220K - $255K
|
2.39K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.37K+ 1.58% |
$218K - $254K
|
153K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.36KNew |
$217K - $252K
|
2.36K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.36K+ 12.94% |
$217K - $252K
|
20.6K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.33K+ 20.76% |
$215K - $250K
|
13.6K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.33KNew |
$215K - $249K
|
2.33K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.32K+ 1.33% |
$214K - $248K
|
177K
$24.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.32KNew |
$213K - $248K
|
2.32K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 9.06% |
$213K - $248K
|
27.9K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.28K+ 4.91% |
$210K - $244K
|
48.7K
$6.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.28K+ 14.63% |
$210K - $244K
|
17.9K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.27K+ 75.22% |
$209K - $242K
|
5.28K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 14.7% |
$205K - $238K
|
17.4K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.22K+ 6.78% |
$204K - $237K
|
34.9K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.21KNew |
$203K - $236K
|
2.21K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$202K - $235K
|
2.2K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.19K+ 6.97% |
$202K - $234K
|
33.6K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.18K+ 0.44% |
$201K - $233K
|
504K
$69.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$199K - $231K
|
2.16K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.14K+ 2.59% |
$197K - $229K
|
85K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.13KNew |
$196K - $228K
|
2.13K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.12KNew |
$195K - $227K
|
2.12K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.11K+ 21.4% |
$194K - $226K
|
12K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.11KNew |
$194K - $225K
|
2.11K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.1K+ 1.41% |
$193K - $225K
|
151K
$20.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.1K+ 134.17% |
$193K - $224K
|
3.66K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.09K+ 0.81% |
$192K - $223K
|
258K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$192K - $223K
|
2.08K
$286K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.07KNew |
$190K - $221K
|
2.07K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.06KNew |
$190K - $220K
|
2.06K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.05KNew |
$189K - $219K
|
2.05K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.04KNew |
$188K - $218K
|
2.04K
$280K
|