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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.03K+ 9.46% |
$107K - $139K
|
11.9K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.01KNew |
$106K - $137K
|
1.01K
$144K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 3.17% |
$105K - $136K
|
32.9K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
993+ 16.59% |
$104K - $134K
|
6.98K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
991+ 3.51% |
$103K - $134K
|
29.3K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
990+ 4.22% |
$103K - $134K
|
24.5K
$3.49M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
980+ 23.0% |
$102K - $132K
|
5.24K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
976+ 29.16% |
$102K - $132K
|
4.32K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
972+ 300.93% |
$101K - $131K
|
1.3K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
926+ 13.63% |
$96.7K - $125K
|
7.72K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
918+ 39.6% |
$95.9K - $124K
|
3.24K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
916+ 3.38% |
$95.6K - $124K
|
28K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
915+ 10.38% |
$95.5K - $124K
|
9.73K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
910+ 3.3% |
$95K - $123K
|
28.5K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
904+ 0.79% |
$94.4K - $122K
|
115K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
900+ 150.0% |
$94K - $121K
|
1.5K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
882New |
$92.1K - $119K
|
882
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
875+ 22.43% |
$91.4K - $118K
|
4.78K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
875+ 2.22% |
$91.4K - $118K
|
40.4K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
862New |
$90K - $116K
|
862
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
842+ 6.87% |
$87.9K - $114K
|
13.1K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
835+ 75.98% |
$87.2K - $113K
|
1.93K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
829+ 4.43% |
$86.6K - $112K
|
19.5K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
823+ 42.71% |
$85.9K - $111K
|
2.75K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
806+ 2.48% |
$84.2K - $109K
|
33.4K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
804+ 5.04% |
$84K - $109K
|
16.7K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
803+ 18.0% |
$83.8K - $108K
|
5.27K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
801+ 6.0% |
$83.6K - $108K
|
14.1K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
783+ 11.71% |
$81.8K - $106K
|
7.47K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
783+ 3.49% |
$81.8K - $106K
|
23.2K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
779New |
$81.3K - $105K
|
779
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
779+ 13.57% |
$81.3K - $105K
|
6.52K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
776+ 1.6% |
$81K - $105K
|
49.2K
$7.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
770+ 2.82% |
$80.4K - $104K
|
28.1K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763+ 20.74% |
$79.7K - $103K
|
4.44K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
752+ 1.12% |
$78.5K - $102K
|
67.8K
$9.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
751+ 20.05% |
$78.4K - $101K
|
4.5K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
741New |
$77.4K - $100K
|
741
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
730New |
$76.2K - $98.5K
|
730
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
730+ 2.55% |
$76.2K - $98.5K
|
29.3K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
727+ 5.15% |
$75.9K - $98.1K
|
14.8K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
726+ 10.33% |
$75.8K - $98K
|
7.75K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
714+ 2.2% |
$74.6K - $96.4K
|
33.1K
$4.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711+ 6.84% |
$74.2K - $96K
|
11.1K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 3.29% |
$72.4K - $93.5K
|
21.7K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
689+ 11.2% |
$71.9K - $93K
|
6.84K
$975K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
687+ 2.65% |
$71.7K - $92.7K
|
26.6K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
680+ 0.22% |
$71K - $91.8K
|
314K
$44.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
679+ 5.59% |
$70.9K - $91.7K
|
12.8K
$1.83M
|