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 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
28+ 0.9% |
$2.92K - $3.78K
|
3.12K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
28+ 1.12% |
$2.92K - $3.78K
|
2.53K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.98% |
$2.82K - $3.64K
|
2.79K
$397K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$2.82K - $3.64K
|
4.48K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
26+ 0.3% |
$2.71K - $3.51K
|
8.82K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 1.2% |
$2.61K - $3.37K
|
2.11K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25+ 3.6% |
$2.61K - $3.37K
|
720
$103K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25+ 4.82% |
$2.61K - $3.37K
|
544
$77.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.58% |
$2.51K - $3.24K
|
4.13K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
24+ 0.8% |
$2.51K - $3.24K
|
3.02K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 5.07% |
$2.3K - $2.97K
|
456
$65K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 1.08% |
$2.19K - $2.83K
|
1.97K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.18% |
$2.19K - $2.83K
|
11.7K
$1.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.99K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.59% |
$2.09K - $2.7K
|
3.42K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 18.35% |
$2.09K - $2.7K
|
129
$18.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$6.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
19+ 0.69% |
$1.98K - $2.56K
|
2.76K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.64% |
$1.67K - $2.16K
|
2.54K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.67K - $2.16K
|
16
$2.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 1.17% |
$1.57K - $2.02K
|
1.3K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.14K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15+ 0.16% |
$1.57K - $2.02K
|
9.36K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
15+ 0.28% |
$1.57K - $2.02K
|
5.43K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15+ 0.28% |
$1.57K - $2.02K
|
5.41K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
14+ 0.11% |
$1.46K - $1.89K
|
12.8K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.41% |
$1.46K - $1.89K
|
3.45K
$492K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 1.98% |
$1.36K - $1.75K
|
671
$95.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.03% |
$1.36K - $1.75K
|
39.4K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.4% |
$1.36K - $1.75K
|
3.24K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13+ 0.29% |
$1.36K - $1.75K
|
4.51K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.36K - $1.75K
|
4.27K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.52% |
$1.36K - $1.75K
|
2.52K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.36K - $1.75K
|
2.02K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 14.94% |
$1.36K - $1.75K
|
100
$14.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
12+ 0.29% |
$1.25K - $1.62K
|
4.09K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 12.9% |
$1.25K - $1.62K
|
105
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.4% |
$1.25K - $1.62K
|
3K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.14% |
$1.15K - $1.48K
|
7.73K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.15K - $1.48K
|
11
$1.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11+ 0.19% |
$1.15K - $1.48K
|
5.85K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.33% |
$1.04K - $1.35K
|
3.08K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.06% |
$940 - $1.21K
|
14.2K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.02% |
$835 - $1.08K
|
141
$20.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.11K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$53.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.1K
$299K
|