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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-50- 1.48% |
$5.22K - $6.75K
|
3.33K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.65% |
$5.22K - $6.75K
|
7.68K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-50- 0.82% |
$5.22K - $6.75K
|
6.02K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-51- 0.31% |
$5.33K - $6.88K
|
16.5K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-52- 0.68% |
$5.43K - $7.02K
|
7.57K
$907K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-52- 0.97% |
$5.43K - $7.02K
|
5.3K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-53- 0.73% |
$5.53K - $7.15K
|
7.26K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-54- 1.57% |
$5.64K - $7.29K
|
3.4K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-55- 0.21% |
$5.74K - $7.42K
|
26.2K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-55- 0.41% |
$5.74K - $7.42K
|
13.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-56- 0.27% |
$5.85K - $7.56K
|
20.6K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-57- 0.25% |
$5.95K - $7.69K
|
22.5K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 8.49% |
$6.06K - $7.83K
|
625
$74.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-59- 0.49% |
$6.16K - $7.96K
|
12K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-59- 2.22% |
$6.16K - $7.96K
|
2.6K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-60- 1.11% |
$6.27K - $8.1K
|
5.34K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-60- 2.98% |
$6.27K - $8.1K
|
1.95K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-61- 0.01% |
$6.37K - $8.23K
|
761K
$91.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62- 1.48% |
$6.47K - $8.37K
|
4.12K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-62- 2.1% |
$6.47K - $8.37K
|
2.89K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-63- 1.1% |
$6.58K - $8.5K
|
5.65K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$69.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-65- 0.99% |
$6.79K - $8.77K
|
6.51K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-65- 1.41% |
$6.79K - $8.77K
|
4.55K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 7.53% |
$6.89K - $8.91K
|
811
$97.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 73.33% |
$6.89K - $8.91K
|
24
$2.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-66- 3.33% |
$6.89K - $8.91K
|
1.91K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-68- 0.85% |
$7.1K - $9.18K
|
7.97K
$956K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-68- 1.26% |
$7.1K - $9.18K
|
5.34K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-68- 2.25% |
$7.1K - $9.18K
|
2.95K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-70- 1.48% |
$7.31K - $9.45K
|
4.65K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 0.58% |
$7.31K - $9.45K
|
11.9K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-73- 2.88% |
$7.62K - $9.85K
|
2.46K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-73- 1.07% |
$7.62K - $9.85K
|
6.77K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-76- 1.19% |
$7.94K - $10.3K
|
6.28K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-78- 2.23% |
$8.14K - $10.5K
|
3.41K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 2.14% |
$8.14K - $10.5K
|
3.57K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$49.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-79- 18.68% |
$8.25K - $10.7K
|
344
$41.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-79- 0.96% |
$8.25K - $10.7K
|
8.13K
$974K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 4.14% |
$8.35K - $10.8K
|
1.85K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-81- 7.77% |
$8.46K - $10.9K
|
961
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-84- 2.58% |
$8.77K - $11.3K
|
3.18K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-86- 0.3% |
$8.98K - $11.6K
|
28.6K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-86- 1.04% |
$8.98K - $11.6K
|
8.18K
$980K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-87- 3.88% |
$9.08K - $11.7K
|
2.15K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-88- 1.6% |
$9.19K - $11.9K
|
5.4K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-90- 14.13% |
$9.4K - $12.1K
|
547
$65.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-91- 0.31% |
$9.5K - $12.3K
|
29.3K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-91- 1.0% |
$9.5K - $12.3K
|
9.01K
$1.08M
|