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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
173+ 6.21% |
$18.1K - $23.4K
|
2.96K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
171+ 4.24% |
$17.9K - $23.1K
|
4.2K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 4.07% |
$17.4K - $22.5K
|
4.27K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
165+ 10.48% |
$17.2K - $22.3K
|
1.74K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
164+ 2.73% |
$17.1K - $22.1K
|
6.18K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 2.37% |
$16K - $20.7K
|
6.62K
$908K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
152+ 4.22% |
$15.9K - $20.5K
|
3.76K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
150+ 1.36% |
$15.7K - $20.2K
|
11.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
149New |
$15.6K - $20.1K
|
149
$20.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 0.92% |
$15.3K - $19.8K
|
16.2K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
143+ 5.92% |
$14.9K - $19.3K
|
2.56K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
142+ 1.28% |
$14.8K - $19.2K
|
11.3K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
141+ 0.39% |
$14.7K - $19K
|
36K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
140+ 21.47% |
$14.6K - $18.9K
|
792
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
138+ 14.23% |
$14.4K - $18.6K
|
1.11K
$152K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
131+ 0.77% |
$13.7K - $17.7K
|
17.2K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
130+ 5.31% |
$13.6K - $17.5K
|
2.58K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 5.33% |
$13.6K - $17.5K
|
2.57K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
130+ 2.85% |
$13.6K - $17.5K
|
4.69K
$643K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
126+ 5.22% |
$13.2K - $17K
|
2.54K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
126+ 0.61% |
$13.2K - $17K
|
20.8K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
124+ 2.2% |
$12.9K - $16.7K
|
5.76K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
124New |
$12.9K - $16.7K
|
124
$17K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
122+ 0.38% |
$12.7K - $16.5K
|
32.4K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
119New |
$12.4K - $16.1K
|
119
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
114+ 1.58% |
$11.9K - $15.4K
|
7.31K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 0.5% |
$11.8K - $15.3K
|
22.6K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
103+ 0.46% |
$10.8K - $13.9K
|
22.5K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 4.59% |
$10.7K - $13.8K
|
2.32K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
102+ 4.68% |
$10.7K - $13.8K
|
2.28K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
102+ 3.96% |
$10.7K - $13.8K
|
2.68K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
101+ 0.82% |
$10.5K - $13.6K
|
12.4K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
100+ 4.9% |
$10.4K - $13.5K
|
2.14K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$10.4K - $13.5K
|
100
$13.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99+ 2.67% |
$10.3K - $13.4K
|
3.8K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
96+ 3.87% |
$10K - $13K
|
2.58K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 3.31% |
$10K - $13K
|
3K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
96+ 0.99% |
$10K - $13K
|
9.79K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
96+ 3.71% |
$10K - $13K
|
2.68K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95+ 1.21% |
$9.92K - $12.8K
|
7.97K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
93+ 1.5% |
$9.71K - $12.6K
|
6.31K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
90+ 3.45% |
$9.4K - $12.1K
|
2.7K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
90+ 2.92% |
$9.4K - $12.1K
|
3.18K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 1.35% |
$9.4K - $12.1K
|
6.74K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
89New |
$9.29K - $12K
|
89
$12.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
87+ 3.27% |
$9.08K - $11.7K
|
2.75K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
83+ 0.03% |
$8.67K - $11.2K
|
266K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
81+ 2.87% |
$8.46K - $10.9K
|
2.91K
$399K
|