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 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-828- 0.42% |
$86.5K - $112K
|
196K
$27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-829- 1.86% |
$86.6K - $112K
|
43.8K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-830- 6.2% |
$86.7K - $112K
|
12.6K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-832- 16.83% |
$86.9K - $112K
|
4.11K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-846- 8.62% |
$88.3K - $114K
|
8.97K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-847- 14.0% |
$88.4K - $114K
|
5.21K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-852- 11.4% |
$89K - $115K
|
6.62K
$913K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-875- 31.82% |
$91.4K - $118K
|
1.88K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-877- 22.3% |
$91.6K - $118K
|
3.06K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-887- 0.38% |
$92.6K - $120K
|
230K
$31.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-896- 3.97% |
$93.6K - $121K
|
21.7K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-905- 3.45% |
$94.5K - $122K
|
25.3K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-920- 1.22% |
$96.1K - $124K
|
74.5K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-933- 11.45% |
$97.4K - $126K
|
7.21K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-936- 21.57% |
$97.7K - $126K
|
3.4K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-962- 4.83% |
$100K - $130K
|
19K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-968- 1.42% |
$101K - $131K
|
67.1K
$9.24M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-975- 5.69% |
$102K - $132K
|
16.2K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.01K- 31.36% |
$105K - $136K
|
2.2K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.01K- 0.4% |
$105K - $136K
|
250K
$34.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.02K- 35.28% |
$106K - $137K
|
1.87K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.02K- 2.64% |
$106K - $138K
|
37.6K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02K- 12.75% |
$107K - $138K
|
7.01K
$965K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 11.85% |
$108K - $140K
|
7.72K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$6.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 6.95% |
$110K - $142K
|
14.1K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-1.06K- 3.97% |
$111K - $143K
|
25.7K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 16.44% |
$111K - $144K
|
5.42K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.09K- 1.13% |
$113K - $146K
|
95.2K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12K- 1.52% |
$117K - $151K
|
72.3K
$9.96M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 12.16% |
$121K - $156K
|
8.36K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.18K- 1.36% |
$123K - $159K
|
85.6K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.19K- 1.79% |
$124K - $160K
|
65.3K
$8.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.2K- 0.16% |
$126K - $163K
|
749K
$103M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.22K- 5.92% |
$127K - $164K
|
19.3K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 0.62% |
$129K - $167K
|
199K
$27.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.26K- 14.46% |
$131K - $170K
|
7.43K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.26K- 8.26% |
$132K - $170K
|
14K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.27K- 2.99% |
$133K - $172K
|
41.3K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.3K- 3.96% |
$136K - $176K
|
31.7K
$4.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.31K- 50.0% |
$137K - $177K
|
1.31K
$181K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.31K- 7.76% |
$137K - $177K
|
15.6K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.32K- 2.48% |
$138K - $178K
|
51.9K
$7.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 16.85% |
$141K - $182K
|
6.65K
$916K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.4K- 5.81% |
$147K - $189K
|
22.7K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.42K- 17.56% |
$148K - $191K
|
6.65K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.49K- 25.68% |
$156K - $201K
|
4.31K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.52K- 3.75% |
$159K - $205K
|
39K
$5.37M
|