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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
492+ 2.14% |
$51.4K - $66.4K
|
23.4K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
487+ 9.65% |
$50.9K - $65.7K
|
5.54K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
485+ 17.07% |
$50.6K - $65.5K
|
3.33K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
483+ 14.78% |
$50.4K - $65.2K
|
3.75K
$513K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$66K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
480+ 5.16% |
$50.1K - $64.8K
|
9.79K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
476+ 4.87% |
$49.7K - $64.3K
|
10.2K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
472+ 6.51% |
$49.3K - $63.7K
|
7.72K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
465+ 6.51% |
$48.6K - $62.8K
|
7.6K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
459+ 10.09% |
$47.9K - $62K
|
5.01K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
455+ 20.25% |
$47.5K - $61.4K
|
2.7K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
452+ 19.38% |
$47.2K - $61K
|
2.78K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
436+ 2.54% |
$45.5K - $58.9K
|
17.6K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
432+ 11.51% |
$45.1K - $58.3K
|
4.19K
$573K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
424+ 6.39% |
$44.3K - $57.2K
|
7.06K
$966K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
419+ 6.38% |
$43.8K - $56.6K
|
6.99K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
416+ 15.88% |
$43.4K - $56.2K
|
3.04K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
412+ 72.54% |
$43K - $55.6K
|
980
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
409+ 8.32% |
$42.7K - $55.2K
|
5.33K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
407+ 12.11% |
$42.5K - $54.9K
|
3.77K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$55.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
407+ 3.36% |
$42.5K - $54.9K
|
12.5K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
398+ 6.65% |
$41.6K - $53.7K
|
6.39K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
398+ 13.27% |
$41.6K - $53.7K
|
3.4K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
396New |
$41.4K - $53.5K
|
396
$54.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
395+ 4.7% |
$41.2K - $53.3K
|
8.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
393+ 18.28% |
$41K - $53.1K
|
2.54K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 54.67% |
$40.9K - $52.9K
|
1.11K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
388+ 2.37% |
$40.5K - $52.4K
|
16.8K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
379+ 6.34% |
$39.6K - $51.2K
|
6.36K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
373+ 3.67% |
$38.9K - $50.4K
|
10.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
370+ 18.05% |
$38.6K - $49.9K
|
2.42K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
365New |
$38.1K - $49.3K
|
365
$49.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
365+ 9.32% |
$38.1K - $49.3K
|
4.28K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
363+ 0.69% |
$37.9K - $49K
|
52.7K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
361+ 5.49% |
$37.7K - $48.7K
|
6.94K
$949K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
357+ 1.32% |
$37.3K - $48.2K
|
27.4K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
356+ 9.27% |
$37.2K - $48.1K
|
4.2K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
352+ 2.49% |
$36.8K - $47.5K
|
14.5K
$1.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 7.06% |
$36.1K - $46.7K
|
5.24K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344+ 17.23% |
$35.9K - $46.4K
|
2.34K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
343+ 6.52% |
$35.8K - $46.3K
|
5.6K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
343+ 2.01% |
$35.8K - $46.3K
|
17.4K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
340New |
$35.5K - $45.9K
|
340
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
338+ 2.49% |
$35.3K - $45.6K
|
13.9K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 0.85% |
$35.2K - $45.5K
|
39.8K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
334+ 2.46% |
$34.9K - $45.1K
|
13.9K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 4.76% |
$33.6K - $43.5K
|
7.09K
$970K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 14.72% |
$33.1K - $42.8K
|
2.47K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
313+ 1841.18% |
$32.7K - $42.3K
|
330
$45.2K
|