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 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
26+ 0.3% |
$2.71K - $3.51K
|
8.82K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.58% |
$2.51K - $3.24K
|
4.13K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
24+ 0.8% |
$2.51K - $3.24K
|
3.02K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 5.07% |
$2.3K - $2.97K
|
456
$62.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 1.08% |
$2.19K - $2.83K
|
1.97K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.18% |
$2.19K - $2.83K
|
11.7K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.59% |
$2.09K - $2.7K
|
3.42K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 18.35% |
$2.09K - $2.7K
|
129
$17.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$6.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.76K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
19+ 0.69% |
$1.98K - $2.56K
|
2.76K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.64% |
$1.67K - $2.16K
|
2.54K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 1.17% |
$1.57K - $2.02K
|
1.3K
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.07K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15+ 0.16% |
$1.57K - $2.02K
|
9.36K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
14+ 0.11% |
$1.46K - $1.89K
|
12.8K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.41% |
$1.46K - $1.89K
|
3.45K
$475K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 1.98% |
$1.36K - $1.75K
|
671
$92.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.03% |
$1.36K - $1.75K
|
39.4K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.4% |
$1.36K - $1.75K
|
3.24K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13+ 0.29% |
$1.36K - $1.75K
|
4.51K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.36K - $1.75K
|
4.27K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.52% |
$1.36K - $1.75K
|
2.52K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.36K - $1.75K
|
2.02K
$278K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
12+ 0.29% |
$1.25K - $1.62K
|
4.09K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 12.9% |
$1.25K - $1.62K
|
105
$14.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.14% |
$1.15K - $1.48K
|
7.73K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.15K - $1.48K
|
11
$1.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.02% |
$835 - $1.08K
|
141
$19.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.11K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$51.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.1K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
8+ 0.34% |
$835 - $1.08K
|
2.37K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 20.59% |
$731 - $945
|
41
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7+ 0.14% |
$731 - $945
|
5.05K
$696K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$731 - $945
|
3.71K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
6+ 0.11% |
$627 - $810
|
5.69K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 1.24% |
$627 - $810
|
491
$67.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.71% |
$522 - $675
|
713
$98.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.63% |
$522 - $675
|
796
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$522 - $675
|
5
$689
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5+ 0.17% |
$522 - $675
|
3.04K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.12% |
$418 - $540
|
193
$26.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$418 - $540
|
678
$93.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$418 - $540
|
9.91K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.55K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.15% |
$313 - $405
|
2.06K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$313 - $405
|
2.67K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$313 - $405
|
5.11K
$704K
|