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 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-65- 0.99% |
$6.79K - $8.77K
|
6.51K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-65- 1.41% |
$6.79K - $8.77K
|
4.55K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 7.53% |
$6.89K - $8.91K
|
811
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 73.33% |
$6.89K - $8.91K
|
24
$3.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-66- 3.33% |
$6.89K - $8.91K
|
1.91K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-68- 0.85% |
$7.1K - $9.18K
|
7.97K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-68- 1.26% |
$7.1K - $9.18K
|
5.34K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-68- 2.25% |
$7.1K - $9.18K
|
2.95K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-70- 1.48% |
$7.31K - $9.45K
|
4.65K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 0.58% |
$7.31K - $9.45K
|
11.9K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-73- 2.88% |
$7.62K - $9.85K
|
2.46K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-73- 1.07% |
$7.62K - $9.85K
|
6.77K
$964K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-76- 1.19% |
$7.94K - $10.3K
|
6.28K
$895K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-78- 2.23% |
$8.14K - $10.5K
|
3.41K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 2.14% |
$8.14K - $10.5K
|
3.57K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$58.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-79- 18.68% |
$8.25K - $10.7K
|
344
$49K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-79- 0.96% |
$8.25K - $10.7K
|
8.13K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 4.14% |
$8.35K - $10.8K
|
1.85K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-81- 7.77% |
$8.46K - $10.9K
|
961
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-84- 2.58% |
$8.77K - $11.3K
|
3.18K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-86- 0.3% |
$8.98K - $11.6K
|
28.6K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-86- 1.04% |
$8.98K - $11.6K
|
8.18K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-87- 3.88% |
$9.08K - $11.7K
|
2.15K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-88- 1.6% |
$9.19K - $11.9K
|
5.4K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-90- 14.13% |
$9.4K - $12.1K
|
547
$77.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-91- 0.31% |
$9.5K - $12.3K
|
29.3K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-91- 1.0% |
$9.5K - $12.3K
|
9.01K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-92- 4.32% |
$9.61K - $12.4K
|
2.04K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-92- 0.19% |
$9.61K - $12.4K
|
47.8K
$6.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-92- 3.13% |
$9.61K - $12.4K
|
2.85K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-93- 2.71% |
$9.71K - $12.6K
|
3.34K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-94- 1.54% |
$9.82K - $12.7K
|
6.02K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-95- 0.67% |
$9.92K - $12.8K
|
14K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-96- 1.87% |
$10K - $13K
|
5.05K
$719K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-96- 0.24% |
$10K - $13K
|
39.4K
$5.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-97- 4.35% |
$10.1K - $13.1K
|
2.13K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-97- 3.28% |
$10.1K - $13.1K
|
2.86K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-98- 1.98% |
$10.2K - $13.2K
|
4.84K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-99- 3.92% |
$10.3K - $13.4K
|
2.43K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-99- 0.69% |
$10.3K - $13.4K
|
14.2K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.53% |
$10.4K - $13.5K
|
18.6K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 1.65% |
$10.4K - $13.5K
|
5.95K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.61% |
$10.4K - $13.5K
|
2.07K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 0.3% |
$10.4K - $13.5K
|
33.8K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 1.58% |
$10.4K - $13.5K
|
6.23K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100- 2.8% |
$10.4K - $13.5K
|
3.48K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 0.68% |
$10.4K - $13.5K
|
14.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.4K - $13.5K
|
55.4K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-101- 1.52% |
$10.5K - $13.6K
|
6.55K
$934K
|