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 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5- 0.13% |
$522 - $675
|
3.77K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5- 0.13% |
$522 - $675
|
3.95K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-5- 0.12% |
$522 - $675
|
4.06K
$569K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-5- 0.16% |
$522 - $675
|
3.11K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-6- 0.12% |
$627 - $810
|
5.15K
$721K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.33% |
$731 - $945
|
2.08K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$731 - $945
|
3.28K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-8- 1.34% |
$835 - $1.08K
|
591
$82.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.39% |
$835 - $1.08K
|
2.05K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-8- 0.07% |
$835 - $1.08K
|
11K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-9- 0.04% |
$940 - $1.21K
|
24.5K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-9- 0.32% |
$940 - $1.21K
|
2.77K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 15.15% |
$1.04K - $1.35K
|
56
$7.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-10- 0.13% |
$1.04K - $1.35K
|
7.78K
$1.09M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 0.94% |
$1.04K - $1.35K
|
1.06K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 0.17% |
$1.25K - $1.62K
|
7.2K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 0.37% |
$1.46K - $1.89K
|
3.79K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 28.85% |
$1.57K - $2.02K
|
37
$5.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 15.46% |
$1.57K - $2.02K
|
82
$11.5K
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-15- 2.49% |
$1.57K - $2.02K
|
587
$82.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-16- 8.42% |
$1.67K - $2.16K
|
174
$24.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-16- 13.68% |
$1.67K - $2.16K
|
101
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.5% |
$1.78K - $2.29K
|
3.36K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-18- 0.44% |
$1.88K - $2.43K
|
4.09K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-18- 0.11% |
$1.88K - $2.43K
|
16.3K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-18- 0.6% |
$1.88K - $2.43K
|
3K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18- 0.53% |
$1.88K - $2.43K
|
3.38K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 5.49% |
$1.88K - $2.43K
|
310
$43.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-19- 38.78% |
$1.98K - $2.56K
|
30
$4.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-20- 0.18% |
$2.09K - $2.7K
|
10.8K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 0.72% |
$2.09K - $2.7K
|
2.77K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.35% |
$2.09K - $2.7K
|
5.69K
$797K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-24- 25.26% |
$2.51K - $3.24K
|
71
$9.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 1.14% |
$2.61K - $3.37K
|
2.17K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-25- 0.44% |
$2.61K - $3.37K
|
5.68K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.38% |
$2.61K - $3.37K
|
6.62K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-25- 0.43% |
$2.61K - $3.37K
|
5.78K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-26- 0.45% |
$2.71K - $3.51K
|
5.71K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 19.26% |
$2.71K - $3.51K
|
109
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-28- 3.16% |
$2.92K - $3.78K
|
857
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-28- 0.94% |
$2.92K - $3.78K
|
2.96K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-28- 0.1% |
$2.92K - $3.78K
|
28.7K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-28- 0.05% |
$2.92K - $3.78K
|
58.6K
$8.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 1.53% |
$3.03K - $3.91K
|
1.87K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-30- 1.14% |
$3.13K - $4.05K
|
2.61K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.07% |
$3.13K - $4.05K
|
45.2K
$6.33M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-30- 0.95% |
$3.13K - $4.05K
|
3.11K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-30- 75.0% |
$3.13K - $4.05K
|
10
$1.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 0.61% |
$3.24K - $4.18K
|
5.04K
$706K
|