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 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
90+ 2.92% |
$9.4K - $12.1K
|
3.18K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 1.35% |
$9.4K - $12.1K
|
6.74K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
90+ 0.14% |
$9.4K - $12.1K
|
64.8K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
90+ 1.8% |
$9.4K - $12.1K
|
5.1K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
90New |
$9.4K - $12.1K
|
90
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
89New |
$9.29K - $12K
|
89
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
87+ 3.27% |
$9.08K - $11.7K
|
2.75K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.45% |
$9.08K - $11.7K
|
3.64K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$10.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
83+ 0.03% |
$8.67K - $11.2K
|
266K
$31.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
81+ 2.87% |
$8.46K - $10.9K
|
2.91K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81+ 3.08% |
$8.46K - $10.9K
|
2.71K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
80+ 0.65% |
$8.35K - $10.8K
|
12.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
80+ 0.61% |
$8.35K - $10.8K
|
13.3K
$1.59M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
80New |
$8.35K - $10.8K
|
80
$9.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
79New |
$8.25K - $10.7K
|
79
$9.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
78+ 2.67% |
$8.14K - $10.5K
|
3K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
77+ 1.78% |
$8.04K - $10.4K
|
4.41K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
77+ 0.08% |
$8.04K - $10.4K
|
102K
$12.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
77+ 2.51% |
$8.04K - $10.4K
|
3.14K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
76+ 1.63% |
$7.94K - $10.3K
|
4.73K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
73+ 1.2% |
$7.62K - $9.85K
|
6.16K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
73+ 0.46% |
$7.62K - $9.85K
|
15.9K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
73New |
$7.62K - $9.85K
|
73
$8.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
71New |
$7.41K - $9.58K
|
71
$8.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
71+ 61.21% |
$7.41K - $9.58K
|
187
$22.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.42% |
$7.31K - $9.45K
|
16.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
70+ 2.48% |
$7.31K - $9.45K
|
2.9K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
70+ 2.78% |
$7.31K - $9.45K
|
2.59K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
68+ 1.04% |
$7.1K - $9.18K
|
6.6K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 6.55% |
$6.89K - $8.91K
|
1.07K
$129K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
66+ 0.8% |
$6.89K - $8.91K
|
8.33K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
65+ 0.57% |
$6.79K - $8.77K
|
11.4K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
65New |
$6.79K - $8.77K
|
65
$7.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64+ 2.03% |
$6.68K - $8.64K
|
3.21K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63+ 7.06% |
$6.58K - $8.5K
|
955
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 15.38% |
$6.47K - $8.37K
|
465
$55.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
62New |
$6.47K - $8.37K
|
62
$7.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 1.42% |
$6.27K - $8.1K
|
4.28K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
60+ 0.75% |
$6.27K - $8.1K
|
8.02K
$962K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
59+ 0.78% |
$6.16K - $7.96K
|
7.62K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$6.16K - $7.96K
|
59
$7.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58+ 1.95% |
$6.06K - $7.83K
|
3.03K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
57+ 1.26% |
$5.95K - $7.69K
|
4.59K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
57+ 0.7% |
$5.95K - $7.69K
|
8.19K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
55+ 2.76% |
$5.74K - $7.42K
|
2.05K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
54+ 2.63% |
$5.64K - $7.29K
|
2.11K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53+ 1.86% |
$5.53K - $7.15K
|
2.9K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53+ 3.95% |
$5.53K - $7.15K
|
1.39K
$167K
|