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 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
189New |
$19.7K - $25.5K
|
189
$25.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 7.6% |
$19.1K - $24.7K
|
2.59K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
183+ 3.11% |
$19.1K - $24.7K
|
6.07K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
180New |
$18.8K - $24.3K
|
180
$24.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
180+ 6.27% |
$18.8K - $24.3K
|
3.05K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
180+ 5.96% |
$18.8K - $24.3K
|
3.2K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
176New |
$18.4K - $23.8K
|
176
$24.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
173+ 6.21% |
$18.1K - $23.4K
|
2.96K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
171+ 4.24% |
$17.9K - $23.1K
|
4.2K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 4.07% |
$17.4K - $22.5K
|
4.27K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
165+ 10.48% |
$17.2K - $22.3K
|
1.74K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
164+ 2.73% |
$17.1K - $22.1K
|
6.18K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
164+ 2.16% |
$17.1K - $22.1K
|
7.76K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 2.37% |
$16K - $20.7K
|
6.62K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
152+ 4.22% |
$15.9K - $20.5K
|
3.76K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
152+ 5.33% |
$15.9K - $20.5K
|
3.01K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
150+ 1.36% |
$15.7K - $20.2K
|
11.2K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
149New |
$15.6K - $20.1K
|
149
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 0.92% |
$15.3K - $19.8K
|
16.2K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
143+ 5.92% |
$14.9K - $19.3K
|
2.56K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
142+ 1.28% |
$14.8K - $19.2K
|
11.3K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
141+ 0.39% |
$14.7K - $19K
|
36K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
140+ 21.47% |
$14.6K - $18.9K
|
792
$108K
|
|
|
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
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
130+ 5.31% |
$13.6K - $17.5K
|
2.58K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 5.33% |
$13.6K - $17.5K
|
2.57K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
130+ 2.85% |
$13.6K - $17.5K
|
4.69K
$641K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
126+ 5.22% |
$13.2K - $17K
|
2.54K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
126+ 0.61% |
$13.2K - $17K
|
20.8K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
125+ 2.9% |
$13.1K - $16.9K
|
4.43K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
124+ 2.2% |
$12.9K - $16.7K
|
5.76K
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
124New |
$12.9K - $16.7K
|
124
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
124+ 0.4% |
$12.9K - $16.7K
|
30.8K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
122+ 0.38% |
$12.7K - $16.5K
|
32.4K
$4.44M
|
|
|
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
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
103+ 0.46% |
$10.8K - $13.9K
|
22.5K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 4.59% |
$10.7K - $13.8K
|
2.32K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
102+ 4.68% |
$10.7K - $13.8K
|
2.28K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
102+ 3.96% |
$10.7K - $13.8K
|
2.68K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
101+ 0.82% |
$10.5K - $13.6K
|
12.4K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
100+ 4.9% |
$10.4K - $13.5K
|
2.14K
$293K
|
|
|
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
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
96+ 3.87% |
$10K - $13K
|
2.58K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 3.31% |
$10K - $13K
|
3K
$410K
|
|
|
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
$367K
|