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 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53New |
$5.53K - $7.15K
|
53
$6.35K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 64.2% |
$5.43K - $7.02K
|
133
$15.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51New |
$5.33K - $6.88K
|
51
$6.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.39% |
$5.22K - $6.75K
|
3.66K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
50New |
$5.22K - $6.75K
|
50
$5.99K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48+ 2.24% |
$5.01K - $6.48K
|
2.19K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
48+ 0.56% |
$5.01K - $6.48K
|
8.65K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
47+ 2.17% |
$4.91K - $6.34K
|
2.22K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47New |
$4.91K - $6.34K
|
47
$5.63K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 6.21% |
$4.8K - $6.21K
|
787
$94.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.53% |
$4.8K - $6.21K
|
8.71K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
45+ 4.5% |
$4.7K - $6.07K
|
1.04K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
45New |
$4.7K - $6.07K
|
45
$5.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44+ 1.58% |
$4.59K - $5.94K
|
2.82K
$338K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 1.93% |
$4.49K - $5.8K
|
2.27K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
43+ 2.22% |
$4.49K - $5.8K
|
1.98K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
41+ 0.28% |
$4.28K - $5.53K
|
14.7K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
41+ 0.62% |
$4.28K - $5.53K
|
6.6K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 22.04% |
$4.28K - $5.53K
|
227
$27.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40+ 0.16% |
$4.18K - $5.4K
|
24.9K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 1.44% |
$3.97K - $5.13K
|
2.68K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.68% |
$3.97K - $5.13K
|
2.3K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 1.04% |
$3.55K - $4.59K
|
3.3K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
34+ 3.94% |
$3.55K - $4.59K
|
898
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 1.36% |
$3.55K - $4.59K
|
2.53K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
33+ 0.36% |
$3.45K - $4.45K
|
9.28K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.13K - $4.05K
|
30
$3.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.39% |
$3.13K - $4.05K
|
2.19K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
30+ 0.68% |
$3.13K - $4.05K
|
4.46K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
28+ 0.9% |
$2.92K - $3.78K
|
3.12K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
28+ 1.12% |
$2.92K - $3.78K
|
2.53K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.98% |
$2.82K - $3.64K
|
2.79K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
26+ 0.3% |
$2.71K - $3.51K
|
8.82K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 1.2% |
$2.61K - $3.37K
|
2.11K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25+ 3.6% |
$2.61K - $3.37K
|
720
$86.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.58% |
$2.51K - $3.24K
|
4.13K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
24+ 0.8% |
$2.51K - $3.24K
|
3.02K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 5.07% |
$2.3K - $2.97K
|
456
$54.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 1.08% |
$2.19K - $2.83K
|
1.97K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.18% |
$2.19K - $2.83K
|
11.7K
$1.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.52K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.59% |
$2.09K - $2.7K
|
3.42K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 18.35% |
$2.09K - $2.7K
|
129
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$5.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
19+ 0.69% |
$1.98K - $2.56K
|
2.76K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.64% |
$1.67K - $2.16K
|
2.54K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.67K - $2.16K
|
16
$1.92K
|