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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-30- 1.14% |
$3.13K - $4.05K
|
2.61K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.07% |
$3.13K - $4.05K
|
45.2K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-30- 0.95% |
$3.13K - $4.05K
|
3.11K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-30- 75.0% |
$3.13K - $4.05K
|
10
$1.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 0.61% |
$3.24K - $4.18K
|
5.04K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-32- 1.42% |
$3.34K - $4.32K
|
2.22K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34- 16.35% |
$3.55K - $4.59K
|
174
$24K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34- 0.74% |
$3.55K - $4.59K
|
4.54K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-36- 0.66% |
$3.76K - $4.86K
|
5.45K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-38- 0.37% |
$3.97K - $5.13K
|
10.3K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-38- 1.6% |
$3.97K - $5.13K
|
2.34K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-39- 1.85% |
$4.07K - $5.26K
|
2.06K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-40- 3.19% |
$4.18K - $5.4K
|
1.21K
$167K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 26.32% |
$4.18K - $5.4K
|
112
$15.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.73% |
$4.18K - $5.4K
|
5.46K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-43- 2.17% |
$4.49K - $5.8K
|
1.94K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-43- 1.31% |
$4.49K - $5.8K
|
3.23K
$445K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-45- 1.44% |
$4.7K - $6.07K
|
3.07K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-45- 0.66% |
$4.7K - $6.07K
|
6.8K
$937K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-46- 2.63% |
$4.8K - $6.21K
|
1.7K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-46- 0.3% |
$4.8K - $6.21K
|
15.3K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-47- 0.4% |
$4.91K - $6.34K
|
11.6K
$1.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-48- 2.68% |
$5.01K - $6.48K
|
1.74K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-48- 2.36% |
$5.01K - $6.48K
|
1.98K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-50- 1.42% |
$5.22K - $6.75K
|
3.47K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 5.44% |
$5.22K - $6.75K
|
869
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-50- 2.36% |
$5.22K - $6.75K
|
2.07K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-50- 1.48% |
$5.22K - $6.75K
|
3.33K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.65% |
$5.22K - $6.75K
|
7.68K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-52- 0.68% |
$5.43K - $7.02K
|
7.57K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-52- 0.97% |
$5.43K - $7.02K
|
5.3K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-53- 0.73% |
$5.53K - $7.15K
|
7.26K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-54- 1.57% |
$5.64K - $7.29K
|
3.4K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-55- 0.21% |
$5.74K - $7.42K
|
26.2K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-55- 0.41% |
$5.74K - $7.42K
|
13.5K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 8.49% |
$6.06K - $7.83K
|
625
$86.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-59- 0.49% |
$6.16K - $7.96K
|
12K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-59- 2.22% |
$6.16K - $7.96K
|
2.6K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-60- 1.11% |
$6.27K - $8.1K
|
5.34K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-60- 2.98% |
$6.27K - $8.1K
|
1.95K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-61- 0.01% |
$6.37K - $8.23K
|
761K
$105M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62- 1.48% |
$6.47K - $8.37K
|
4.12K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-62- 2.1% |
$6.47K - $8.37K
|
2.89K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-63- 1.1% |
$6.58K - $8.5K
|
5.65K
$779K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$80.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 7.53% |
$6.89K - $8.91K
|
811
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 73.33% |
$6.89K - $8.91K
|
24
$3.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-66- 3.33% |
$6.89K - $8.91K
|
1.91K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-68- 0.85% |
$7.1K - $9.18K
|
7.97K
$1.1M
|