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 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.02KNew |
$186K - $216K
|
2.02K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.02K+ 24.21% |
$186K - $216K
|
10.4K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
2.02KNew |
$186K - $216K
|
2.02K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$185K - $215K
|
2.01K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
2.01KNew |
$185K - $215K
|
2.01K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2K+ 20.0% |
$184K - $214K
|
12K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2KNew |
$184K - $213K
|
2K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.98KNew |
$182K - $212K
|
1.98K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.98KNew |
$182K - $212K
|
1.98K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
1.98KNew |
$182K - $212K
|
1.98K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.97K+ 6.6% |
$182K - $211K
|
31.8K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$180K - $210K
|
1.96K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.95KNew |
$180K - $209K
|
1.95K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.94KNew |
$179K - $208K
|
1.94K
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93K+ 1.24% |
$178K - $206K
|
158K
$21.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.93KNew |
$177K - $206K
|
1.93K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.93KNew |
$177K - $206K
|
1.93K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.92KNew |
$177K - $206K
|
1.92K
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.92K+ 5.12% |
$177K - $205K
|
39.4K
$5.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 859.55% |
$174K - $202K
|
2.11K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$174K - $202K
|
1.89K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.83K+ 31.54% |
$168K - $196K
|
7.63K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 28.72% |
$168K - $195K
|
8.18K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.82K+ 31.43% |
$168K - $195K
|
7.62K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.8K+ 13.99% |
$166K - $193K
|
14.7K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.77K+ 19.06% |
$163K - $189K
|
11.1K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 10.92% |
$158K - $184K
|
17.4K
$2.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.71K+ 329.98% |
$157K - $182K
|
2.22K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.68K+ 3.84% |
$155K - $180K
|
45.5K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.66K+ 3.4% |
$153K - $178K
|
50.7K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 10.75% |
$152K - $177K
|
17.1K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 1.46% |
$151K - $176K
|
114K
$15.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.64K+ 173.68% |
$151K - $176K
|
2.59K
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.62K+ 7.75% |
$149K - $173K
|
22.5K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.61K+ 9.76% |
$148K - $172K
|
18.1K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.57K+ 1.67% |
$145K - $168K
|
95.9K
$13.3M
|