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 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-103- 1.35% |
$10.8K - $13.9K
|
7.53K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-104- 3.19% |
$10.9K - $14K
|
3.16K
$450K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-105- 2.89% |
$11K - $14.2K
|
3.53K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-106- 1.25% |
$11.1K - $14.3K
|
8.37K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-106- 4.09% |
$11.1K - $14.3K
|
2.48K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-107- 4.13% |
$11.2K - $14.4K
|
2.48K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-109- 0.87% |
$11.4K - $14.7K
|
12.4K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-109- 0.97% |
$11.4K - $14.7K
|
11.2K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-110- 2.83% |
$11.5K - $14.8K
|
3.77K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-112- 52.83% |
$11.7K - $15.1K
|
100
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-114- 5.76% |
$11.9K - $15.4K
|
1.86K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-116- 2.34% |
$12.1K - $15.7K
|
4.85K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-116- 0.81% |
$12.1K - $15.7K
|
14.1K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-121- 2.21% |
$12.6K - $16.3K
|
5.34K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-124- 4.13% |
$12.9K - $16.7K
|
2.88K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-125- 42.96% |
$13.1K - $16.9K
|
166
$23.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-130- 4.63% |
$13.6K - $17.5K
|
2.68K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-130- 5.56% |
$13.6K - $17.5K
|
2.21K
$315K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-132- 2.67% |
$13.8K - $17.8K
|
4.81K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-133- 3.99% |
$13.9K - $18K
|
3.2K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-134- 0.19% |
$14K - $18.1K
|
69.7K
$9.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-134- 1.89% |
$14K - $18.1K
|
6.95K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-134- 2.13% |
$14K - $18.1K
|
6.16K
$878K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-135- 3.68% |
$14.1K - $18.2K
|
3.54K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-137- 4.84% |
$14.3K - $18.5K
|
2.69K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-138- 3.41% |
$14.4K - $18.6K
|
3.91K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-139- 3.63% |
$14.5K - $18.8K
|
3.69K
$526K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-140- 99.29% |
$14.6K - $18.9K
|
1
$143
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-141- 6.02% |
$14.7K - $19K
|
2.2K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-148- 5.75% |
$15.5K - $20K
|
2.43K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-151- 14.11% |
$15.8K - $20.4K
|
919
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-152- 1.03% |
$15.9K - $20.5K
|
14.5K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-152- 14.6% |
$15.9K - $20.5K
|
889
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-155- 0.19% |
$16.2K - $20.9K
|
80K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-156- 5.86% |
$16.3K - $21.1K
|
2.51K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-156- 2.11% |
$16.3K - $21.1K
|
7.22K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-158- 0.64% |
$16.5K - $21.3K
|
24.4K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-158- 5.94% |
$16.5K - $21.3K
|
2.5K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-159- 1.05% |
$16.6K - $21.5K
|
15K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-159- 6.82% |
$16.6K - $21.5K
|
2.17K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-162- 0.03% |
$16.9K - $21.9K
|
621K
$88.5M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-163- 8.17% |
$17K - $22K
|
1.83K
$261K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-163- 8.17% |
$17K - $22K
|
1.83K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-165- 7.63% |
$17.2K - $22.3K
|
2K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-170- 6.47% |
$17.8K - $22.9K
|
2.46K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-171- 0.98% |
$17.9K - $23.1K
|
17.3K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 7.96% |
$18K - $23.2K
|
1.99K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-172- 8.85% |
$18K - $23.2K
|
1.77K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-172- 2.33% |
$18K - $23.2K
|
7.22K
$1.03M
|