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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 6.55% |
$6.89K - $8.91K
|
1.07K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
66+ 0.8% |
$6.89K - $8.91K
|
8.33K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
65+ 0.57% |
$6.79K - $8.77K
|
11.4K
$1.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
65New |
$6.79K - $8.77K
|
65
$9.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64+ 2.03% |
$6.68K - $8.64K
|
3.21K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63+ 7.06% |
$6.58K - $8.5K
|
955
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 15.38% |
$6.47K - $8.37K
|
465
$66.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
62New |
$6.47K - $8.37K
|
62
$8.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 1.42% |
$6.27K - $8.1K
|
4.28K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
60+ 0.75% |
$6.27K - $8.1K
|
8.02K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
59+ 0.78% |
$6.16K - $7.96K
|
7.62K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$6.16K - $7.96K
|
59
$8.41K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58+ 1.95% |
$6.06K - $7.83K
|
3.03K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
57+ 1.26% |
$5.95K - $7.69K
|
4.59K
$653K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
57+ 0.7% |
$5.95K - $7.69K
|
8.19K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
55+ 2.76% |
$5.74K - $7.42K
|
2.05K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
54+ 2.63% |
$5.64K - $7.29K
|
2.11K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53+ 1.86% |
$5.53K - $7.15K
|
2.9K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53+ 3.95% |
$5.53K - $7.15K
|
1.39K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53New |
$5.53K - $7.15K
|
53
$7.55K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 64.2% |
$5.43K - $7.02K
|
133
$19K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51New |
$5.33K - $6.88K
|
51
$7.27K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
51+ 16.09% |
$5.33K - $6.88K
|
368
$52.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.39% |
$5.22K - $6.75K
|
3.66K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
50New |
$5.22K - $6.75K
|
50
$7.13K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48+ 2.24% |
$5.01K - $6.48K
|
2.19K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
48+ 0.56% |
$5.01K - $6.48K
|
8.65K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
47+ 2.17% |
$4.91K - $6.34K
|
2.22K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47New |
$4.91K - $6.34K
|
47
$6.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 6.21% |
$4.8K - $6.21K
|
787
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.53% |
$4.8K - $6.21K
|
8.71K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
45+ 4.5% |
$4.7K - $6.07K
|
1.04K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
45New |
$4.7K - $6.07K
|
45
$6.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44+ 1.58% |
$4.59K - $5.94K
|
2.82K
$402K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 1.93% |
$4.49K - $5.8K
|
2.27K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
43+ 2.22% |
$4.49K - $5.8K
|
1.98K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
41+ 0.28% |
$4.28K - $5.53K
|
14.7K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
41+ 0.62% |
$4.28K - $5.53K
|
6.6K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 22.04% |
$4.28K - $5.53K
|
227
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40+ 0.16% |
$4.18K - $5.4K
|
24.9K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 1.44% |
$3.97K - $5.13K
|
2.68K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.68% |
$3.97K - $5.13K
|
2.3K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 1.04% |
$3.55K - $4.59K
|
3.3K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
34+ 3.94% |
$3.55K - $4.59K
|
898
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 1.36% |
$3.55K - $4.59K
|
2.53K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
33+ 0.36% |
$3.45K - $4.45K
|
9.28K
$1.32M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.45K - $4.45K
|
33
$4.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.13K - $4.05K
|
30
$4.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.39% |
$3.13K - $4.05K
|
2.19K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
30+ 0.68% |
$3.13K - $4.05K
|
4.46K
$636K
|