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 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-178- 0.71% |
$18.6K - $24K
|
24.9K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 1.32% |
$18.7K - $24.2K
|
13.4K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-182- 15.15% |
$19K - $24.6K
|
1.02K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-185- 3.86% |
$19.3K - $25K
|
4.6K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-185- 1.54% |
$19.3K - $25K
|
11.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 2.38% |
$19.5K - $25.2K
|
7.65K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-192- 4.08% |
$20K - $25.9K
|
4.51K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-193- 1.38% |
$20.2K - $26.1K
|
13.7K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-194- 2.3% |
$20.3K - $26.2K
|
8.24K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-196- 9.28% |
$20.5K - $26.5K
|
1.92K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-197- 3.98% |
$20.6K - $26.6K
|
4.76K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-198- 0.91% |
$20.7K - $26.7K
|
21.6K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 3.46% |
$20.9K - $27K
|
5.58K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 4.97% |
$20.9K - $27K
|
3.82K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-201- 0.53% |
$21K - $27.1K
|
37.4K
$5.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-203- 5.48% |
$21.2K - $27.4K
|
3.5K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-208- 27.23% |
$21.7K - $28.1K
|
556
$76.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-210- 3.59% |
$21.9K - $28.3K
|
5.64K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-213- 0.57% |
$22.2K - $28.8K
|
37K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-214- 8.27% |
$22.3K - $28.9K
|
2.38K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-220- 5.65% |
$23K - $29.7K
|
3.68K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-228- 7.16% |
$23.8K - $30.8K
|
2.96K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-228- 0.61% |
$23.8K - $30.8K
|
37.4K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-237- 1.46% |
$24.7K - $32K
|
15.9K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-240- 9.52% |
$25.1K - $32.4K
|
2.28K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-242- 4.55% |
$25.3K - $32.7K
|
5.07K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-243- 11.51% |
$25.4K - $32.8K
|
1.87K
$256K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-254- 2.1% |
$26.5K - $34.3K
|
11.8K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-257- 0.24% |
$26.8K - $34.7K
|
106K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 5.45% |
$27.5K - $35.5K
|
4.56K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-264- 48.44% |
$27.6K - $35.6K
|
281
$38.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-266- 39.41% |
$27.8K - $35.9K
|
409
$56K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-270- 1.3% |
$28.2K - $36.4K
|
20.5K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-271- 2.62% |
$28.3K - $36.6K
|
10.1K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-273- 2.14% |
$28.5K - $36.9K
|
12.5K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-273- 12.36% |
$28.5K - $36.9K
|
1.94K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-275- 13.49% |
$28.7K - $37.1K
|
1.76K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-293- 6.06% |
$30.6K - $39.6K
|
4.54K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-299- 7.96% |
$31.2K - $40.4K
|
3.46K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 3.82% |
$31.3K - $40.5K
|
7.55K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-300- 7.31% |
$31.3K - $40.5K
|
3.81K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-305- 5.21% |
$31.8K - $41.2K
|
5.55K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 1.62% |
$32K - $41.3K
|
18.6K
$2.54M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-320- 3.43% |
$33.4K - $43.2K
|
9K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-323- 1.85% |
$33.7K - $43.6K
|
17.1K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-325- 4.65% |
$33.9K - $43.9K
|
6.67K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-327- 4.01% |
$34.1K - $44.1K
|
7.83K
$1.07M
|