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 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
39KNew |
$4.07M - $5.27M
|
39K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 37.99% |
$4M - $5.17M
|
139K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
37.2KNew |
$3.88M - $5.02M
|
37.2K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
36.8K+ 45.54% |
$3.84M - $4.97M
|
118K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
35.7KNew |
$3.72M - $4.81M
|
35.7K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
35.4KNew |
$3.69M - $4.77M
|
35.4K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
34.8K+ 3.02% |
$3.64M - $4.7M
|
1.19M
$163M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
34.8KNew |
$3.64M - $4.7M
|
34.8K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.9KNew |
$3.54M - $4.57M
|
33.9K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
33.3K+ 15.76% |
$3.48M - $4.5M
|
245K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
31.5KNew |
$3.29M - $4.25M
|
31.5K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
30.4KNew |
$3.17M - $4.1M
|
30.4K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.5KNew |
$2.97M - $3.84M
|
28.5K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
27.7K+ 1343.03% |
$2.9M - $3.75M
|
29.8K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
26.6K+ 2.32% |
$2.78M - $3.59M
|
1.17M
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
26.5K+ 24.91% |
$2.77M - $3.58M
|
133K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26.2K+ 48.99% |
$2.73M - $3.53M
|
79.6K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
26.1K+ 1025.79% |
$2.72M - $3.52M
|
28.6K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
25.5K+ 1181.95% |
$2.66M - $3.44M
|
27.6K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
25.4KNew |
$2.65M - $3.43M
|
25.4K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
24.6K+ 20.84% |
$2.56M - $3.31M
|
142K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
24.5K+ 77.49% |
$2.56M - $3.3M
|
56.1K
$7.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
24.2KNew |
$2.53M - $3.27M
|
24.2K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 14.92% |
$2.48M - $3.2M
|
183K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.3K+ 8.04% |
$2.43M - $3.15M
|
313K
$43M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.5KNew |
$2.35M - $3.04M
|
22.5K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.4K+ 3.56% |
$2.02M - $2.62M
|
565K
$77.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 70.55% |
$2.02M - $2.62M
|
46.9K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 119.64% |
$1.86M - $2.4M
|
32.6K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
17.6KNew |
$1.84M - $2.38M
|
17.6K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.3KNew |
$1.71M - $2.2M
|
16.3K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
16.2KNew |
$1.69M - $2.19M
|
16.2K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 3.74% |
$1.68M - $2.17M
|
447K
$61.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
16.1K+ 367.69% |
$1.68M - $2.17M
|
20.5K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.8K+ 10.9% |
$1.65M - $2.13M
|
161K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.4K+ 92.4% |
$1.61M - $2.08M
|
32.1K
$4.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.2K+ 5.99% |
$1.59M - $2.05M
|
269K
$36.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
14.9K+ 18.26% |
$1.56M - $2.02M
|
96.7K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
14.5KNew |
$1.52M - $1.96M
|
14.5K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.3K+ 2.94% |
$1.49M - $1.93M
|
500K
$68.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 52.68% |
$1.43M - $1.85M
|
39.7K
$5.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.6KNew |
$1.32M - $1.7M
|
12.6K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.66M
|
12.3K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
12.2K+ 33.02% |
$1.27M - $1.64M
|
49.1K
$6.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.1K+ 52.4% |
$1.26M - $1.63M
|
35.2K
$4.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$1.24M - $1.61M
|
11.9K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.2M - $1.55M
|
11.5K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.2K+ 17.07% |
$1.17M - $1.52M
|
77.2K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$1.11M - $1.43M
|
10.6K
$1.46M
|