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 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.35K+ 0.87% |
$141K - $182K
|
156K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.32KNew |
$137K - $178K
|
1.32K
$158K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.31K+ 3.33% |
$137K - $177K
|
40.7K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 16.5% |
$135K - $174K
|
9.1K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.29K+ 276.61% |
$135K - $174K
|
1.76K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 10.63% |
$132K - $171K
|
13.2K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.26K+ 21.55% |
$131K - $170K
|
7.1K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$131K - $170K
|
1.26K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.25K+ 11.65% |
$130K - $169K
|
12K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.25K+ 7.32% |
$130K - $168K
|
18.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.24K+ 17.56% |
$130K - $168K
|
8.31K
$996K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24KNew |
$129K - $167K
|
1.24K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 26.42% |
$129K - $166K
|
5.9K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.23K+ 75.15% |
$129K - $166K
|
2.87K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.22K+ 8.78% |
$128K - $165K
|
15.2K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.21KNew |
$126K - $163K
|
1.21K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.2KNew |
$125K - $162K
|
1.2K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 10.22% |
$124K - $160K
|
12.8K
$1.53M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 10.22% |
$124K - $160K
|
12.8K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.18K+ 1.52% |
$123K - $159K
|
78.6K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 42.49% |
$122K - $158K
|
3.93K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.17KNew |
$122K - $158K
|
1.17K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.16K+ 1.22% |
$121K - $156K
|
96.3K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.15KNew |
$121K - $156K
|
1.15K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.15K+ 2.21% |
$120K - $156K
|
53.4K
$6.39M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.15K+ 43.07% |
$120K - $155K
|
3.82K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.14K+ 80.41% |
$119K - $154K
|
2.56K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13K+ 11.39% |
$118K - $152K
|
11K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 20.1% |
$115K - $149K
|
6.59K
$790K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.1K+ 79.58% |
$115K - $148K
|
2.48K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.1K+ 3.12% |
$114K - $148K
|
36.2K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.08KNew |
$113K - $146K
|
1.08K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 4.04% |
$113K - $146K
|
27.8K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.07KNew |
$112K - $145K
|
1.07K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 15.05% |
$109K - $141K
|
7.98K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.04K+ 8.18% |
$108K - $140K
|
13.7K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.03K+ 9.46% |
$107K - $139K
|
11.9K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.01KNew |
$106K - $137K
|
1.01K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 3.17% |
$105K - $136K
|
32.9K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
993+ 16.59% |
$104K - $134K
|
6.98K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
991+ 3.51% |
$103K - $134K
|
29.3K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
990+ 4.22% |
$103K - $134K
|
24.5K
$2.93M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
980+ 23.0% |
$102K - $132K
|
5.24K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
976+ 29.16% |
$102K - $132K
|
4.32K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
972+ 300.93% |
$101K - $131K
|
1.3K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
926+ 13.63% |
$96.7K - $125K
|
7.72K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
918+ 39.6% |
$95.9K - $124K
|
3.24K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
916+ 3.38% |
$95.6K - $124K
|
28K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
915+ 10.38% |
$95.5K - $124K
|
9.73K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
910+ 3.3% |
$95K - $123K
|
28.5K
$3.41M
|