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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 0.85% |
$35.2K - $45.5K
|
39.8K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
334+ 2.46% |
$34.9K - $45.1K
|
13.9K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 4.76% |
$33.6K - $43.5K
|
7.09K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 14.72% |
$33.1K - $42.8K
|
2.47K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
317+ 0.13% |
$33.1K - $42.8K
|
240K
$34.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
313+ 1841.18% |
$32.7K - $42.3K
|
330
$47K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 11.0% |
$32.4K - $41.8K
|
3.13K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
305+ 3.03% |
$31.8K - $41.2K
|
10.4K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.34% |
$31.6K - $40.9K
|
90.2K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
302New |
$31.5K - $40.8K
|
302
$43K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
301+ 1.67% |
$31.4K - $40.6K
|
18.4K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
293New |
$30.6K - $39.6K
|
293
$41.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
292+ 0.43% |
$30.5K - $39.4K
|
67.5K
$9.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
290+ 12.09% |
$30.3K - $39.1K
|
2.69K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
289New |
$30.2K - $39K
|
289
$41.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287+ 7.2% |
$30K - $38.7K
|
4.27K
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285+ 2.58% |
$29.8K - $38.5K
|
11.3K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
281New |
$29.3K - $37.9K
|
281
$40K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
277+ 0.62% |
$28.9K - $37.4K
|
44.7K
$6.38M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
275New |
$28.7K - $37.1K
|
275
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
274+ 1.16% |
$28.6K - $37K
|
23.9K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
273New |
$28.5K - $36.9K
|
273
$38.9K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
272+ 0.56% |
$28.4K - $36.7K
|
48.4K
$6.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
268+ 5.81% |
$28K - $36.2K
|
4.88K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 13.29% |
$27.8K - $35.9K
|
2.27K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
265+ 10.95% |
$27.7K - $35.8K
|
2.68K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
263+ 8.4% |
$27.5K - $35.5K
|
3.39K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
263+ 3.39% |
$27.5K - $35.5K
|
8.03K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
260+ 12.62% |
$27.1K - $35.1K
|
2.32K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
258+ 11.25% |
$26.9K - $34.8K
|
2.55K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
255+ 38.93% |
$26.6K - $34.4K
|
910
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
250New |
$26.1K - $33.7K
|
250
$35.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
246+ 0.65% |
$25.7K - $33.2K
|
38K
$5.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
243+ 8.73% |
$25.4K - $32.8K
|
3.03K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
239+ 1.15% |
$25K - $32.3K
|
20.9K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
235+ 0.49% |
$24.5K - $31.7K
|
48K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
235+ 0.39% |
$24.5K - $31.7K
|
61.1K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
230+ 1.1% |
$24K - $31K
|
21.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
228New |
$23.8K - $30.8K
|
228
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
225+ 9.53% |
$23.5K - $30.4K
|
2.59K
$368K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
225New |
$23.5K - $30.4K
|
225
$32.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
219New |
$22.9K - $29.6K
|
219
$31.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
217+ 5.79% |
$22.7K - $29.3K
|
3.97K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
217+ 7.92% |
$22.7K - $29.3K
|
2.96K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
216+ 3.63% |
$22.6K - $29.2K
|
6.16K
$878K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
214+ 1.4% |
$22.3K - $28.9K
|
15.5K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
211+ 1.84% |
$22K - $28.5K
|
11.7K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
210+ 2.82% |
$21.9K - $28.3K
|
7.67K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
210+ 0.4% |
$21.9K - $28.3K
|
52.5K
$7.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
210+ 4.03% |
$21.9K - $28.3K
|
5.42K
$773K
|