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 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.56K- 35.09% |
$163K - $211K
|
2.89K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.56K- 6.5% |
$163K - $211K
|
22.5K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.57K- 2.2% |
$164K - $211K
|
69.5K
$9.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.58K- 4.57% |
$165K - $213K
|
32.9K
$4.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.6K- 32.36% |
$167K - $216K
|
3.34K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.6K- 4.61% |
$167K - $216K
|
33.1K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.61K- 3.66% |
$168K - $217K
|
42.4K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.62K- 8.39% |
$169K - $219K
|
17.7K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.63K- 2.08% |
$170K - $220K
|
76.8K
$10.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.64K- 5.1% |
$171K - $221K
|
30.4K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.65K- 46.32% |
$172K - $222K
|
1.91K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.66K- 4.46% |
$173K - $223K
|
35.4K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 49.88% |
$174K - $225K
|
1.68K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.69K- 13.39% |
$177K - $229K
|
11K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.7K- 10.06% |
$178K - $229K
|
15.2K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.74K- 11.17% |
$182K - $235K
|
13.8K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.75K- 57.38% |
$183K - $236K
|
1.3K
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.77K- 41.89% |
$185K - $239K
|
2.46K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-1.78K- 0.03% |
$185K - $240K
|
5.97M
$823M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.78K- 4.82% |
$186K - $241K
|
35.2K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.78K- 12.42% |
$186K - $241K
|
12.6K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.94% |
$188K - $243K
|
59.4K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.8K- 6.06% |
$188K - $243K
|
27.9K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 18.09% |
$201K - $259K
|
8.7K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.93K- 7.86% |
$201K - $260K
|
22.6K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.94K- 3.82% |
$203K - $262K
|
48.8K
$6.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.95K- 4.16% |
$204K - $264K
|
45K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.98K- 19.58% |
$207K - $267K
|
8.13K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.03K- 6.36% |
$212K - $274K
|
29.8K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.07K- 9.89% |
$216K - $279K
|
18.9K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 16.09% |
$223K - $288K
|
11.1K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.18K- 35.64% |
$227K - $294K
|
3.93K
$542K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2K- 8.66% |
$230K - $297K
|
23.2K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.22K- 7.94% |
$231K - $299K
|
25.7K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.22K- 0.24% |
$232K - $300K
|
935K
$129M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.22K- 9.95% |
$232K - $300K
|
20.1K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.23K- 3.24% |
$233K - $301K
|
66.7K
$9.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.26K- 7.12% |
$236K - $305K
|
29.5K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.27K- 16.08% |
$237K - $307K
|
11.9K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.3K- 24.47% |
$240K - $310K
|
7.1K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.36K- 8.71% |
$246K - $318K
|
24.7K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.4K- 34.63% |
$250K - $324K
|
4.53K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.41K- 13.87% |
$252K - $325K
|
15K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.44K- 14.21% |
$254K - $329K
|
14.7K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 7.27% |
$258K - $334K
|
31.5K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.5K- 0.74% |
$261K - $337K
|
337K
$46.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.55K- 12.02% |
$266K - $344K
|
18.6K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.56K- 3.35% |
$267K - $346K
|
74K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.62K- 1.57% |
$273K - $353K
|
164K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.64K- 34.93% |
$275K - $356K
|
4.92K
$677K
|