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
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-130- 4.63% |
$13.6K - $17.5K
|
2.68K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-130- 5.56% |
$13.6K - $17.5K
|
2.21K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-134- 0.19% |
$14K - $18.1K
|
69.7K
$9.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-134- 1.89% |
$14K - $18.1K
|
6.95K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-134- 2.13% |
$14K - $18.1K
|
6.16K
$849K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-137- 4.84% |
$14.3K - $18.5K
|
2.69K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-141- 6.02% |
$14.7K - $19K
|
2.2K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-148- 5.75% |
$15.5K - $20K
|
2.43K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-152- 1.03% |
$15.9K - $20.5K
|
14.5K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-152- 14.6% |
$15.9K - $20.5K
|
889
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-155- 0.19% |
$16.2K - $20.9K
|
80K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-156- 5.86% |
$16.3K - $21.1K
|
2.51K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-158- 0.64% |
$16.5K - $21.3K
|
24.4K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-158- 5.94% |
$16.5K - $21.3K
|
2.5K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-159- 1.05% |
$16.6K - $21.5K
|
15K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-159- 6.82% |
$16.6K - $21.5K
|
2.17K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-162- 0.03% |
$16.9K - $21.9K
|
621K
$85.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-170- 6.47% |
$17.8K - $22.9K
|
2.46K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-171- 0.98% |
$17.9K - $23.1K
|
17.3K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 7.96% |
$18K - $23.2K
|
1.99K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-172- 8.85% |
$18K - $23.2K
|
1.77K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-173- 1.93% |
$18.1K - $23.4K
|
8.77K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-175- 6.68% |
$18.3K - $23.6K
|
2.45K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-178- 2.29% |
$18.6K - $24K
|
7.58K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-178- 0.71% |
$18.6K - $24K
|
24.9K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 1.32% |
$18.7K - $24.2K
|
13.4K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-182- 15.15% |
$19K - $24.6K
|
1.02K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-185- 3.86% |
$19.3K - $25K
|
4.6K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-185- 1.54% |
$19.3K - $25K
|
11.8K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-192- 4.08% |
$20K - $25.9K
|
4.51K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-194- 2.3% |
$20.3K - $26.2K
|
8.24K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-196- 9.28% |
$20.5K - $26.5K
|
1.92K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 3.46% |
$20.9K - $27K
|
5.58K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 4.97% |
$20.9K - $27K
|
3.82K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-201- 0.53% |
$21K - $27.1K
|
37.4K
$5.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-203- 5.48% |
$21.2K - $27.4K
|
3.5K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-208- 27.23% |
$21.7K - $28.1K
|
556
$76.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-210- 3.59% |
$21.9K - $28.3K
|
5.64K
$776K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-213- 0.57% |
$22.2K - $28.8K
|
37K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-228- 7.16% |
$23.8K - $30.8K
|
2.96K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-228- 0.61% |
$23.8K - $30.8K
|
37.4K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-240- 9.52% |
$25.1K - $32.4K
|
2.28K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-242- 4.55% |
$25.3K - $32.7K
|
5.07K
$699K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-254- 2.1% |
$26.5K - $34.3K
|
11.8K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-257- 0.24% |
$26.8K - $34.7K
|
106K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 5.45% |
$27.5K - $35.5K
|
4.56K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-266- 39.41% |
$27.8K - $35.9K
|
409
$56.4K
|