Purchases and Sales Made in Q4 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.53KNew |
$264K - $341K
|
2.53K
$325K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84K+ 9.06% |
$192K - $248K
|
22.2K
$2.85M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$62K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 7.06% |
$36.1K - $46.7K
|
5.24K
$675K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 7.6% |
$19.1K - $24.7K
|
2.59K
$333K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
93+ 1.5% |
$9.71K - $12.6K
|
6.31K
$812K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 1.93% |
$4.49K - $5.8K
|
2.27K
$291K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.71% |
$522 - $675
|
713
$91.7K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-105- 2.89% |
$11K - $14.2K
|
3.53K
$454K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.57M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-320- 3.43% |
$33.4K - $43.2K
|
9K
$1.16M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 2.27% |
$52.2K - $67.5K
|
21.5K
$2.77M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-556- 3.86% |
$58.1K - $75.1K
|
13.9K
$1.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-636- 0.86% |
$66.4K - $85.9K
|
73.1K
$9.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.26K- 7.12% |
$236K - $305K
|
29.5K
$3.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-2.68K- 4.04% |
$280K - $362K
|
63.6K
$8.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$4.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.17M- 55.92% |
$122M - $158M
|
925K
$119M
|