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 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-507- 8.03% |
$52.9K - $68.4K
|
5.8K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-508- 53.08% |
$53K - $68.6K
|
449
$62.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510- 0.76% |
$53.3K - $68.8K
|
66.4K
$9.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-512- 20.76% |
$53.5K - $69.1K
|
1.95K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-512- 6.61% |
$53.5K - $69.1K
|
7.24K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-513- 5.57% |
$53.6K - $69.2K
|
8.71K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-513- 0.35% |
$53.6K - $69.2K
|
148K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-531- 6.73% |
$55.4K - $71.7K
|
7.36K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-535- 5.23% |
$55.9K - $72.2K
|
9.69K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-538- 16.08% |
$56.2K - $72.6K
|
2.81K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-540- 2.03% |
$56.4K - $72.9K
|
26K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-542- 1.52% |
$56.6K - $73.2K
|
35K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-546- 0.8% |
$57K - $73.7K
|
67.6K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-549- 10.63% |
$57.3K - $74.1K
|
4.61K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-554- 37.61% |
$57.8K - $74.8K
|
919
$128K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-556- 3.86% |
$58.1K - $75.1K
|
13.9K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-559- 5.34% |
$58.4K - $75.5K
|
9.92K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-568- 0.54% |
$59.3K - $76.7K
|
105K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-581- 5.8% |
$60.7K - $78.4K
|
9.44K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-583- 17.98% |
$60.9K - $78.7K
|
2.66K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-583- 15.45% |
$60.9K - $78.7K
|
3.19K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-586- 15.16% |
$61.2K - $79.1K
|
3.28K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-586- 1.13% |
$61.2K - $79.1K
|
51.1K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-593- 24.67% |
$61.9K - $80K
|
1.81K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-600- 3.04% |
$62.7K - $81K
|
19.1K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-607- 3.56% |
$63.4K - $81.9K
|
16.5K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-608- 8.64% |
$63.5K - $82.1K
|
6.43K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-608- 0.33% |
$63.5K - $82.1K
|
184K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-609- 1.24% |
$63.6K - $82.2K
|
48.5K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 4.29% |
$65.4K - $84.5K
|
14K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-636- 0.86% |
$66.4K - $85.9K
|
73.1K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-636- 19.89% |
$66.4K - $85.9K
|
2.56K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-638- 22.23% |
$66.6K - $86.1K
|
2.23K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-639- 3.5% |
$66.7K - $86.3K
|
17.6K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-655- 11.18% |
$68.4K - $88.4K
|
5.2K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-655- 12.01% |
$68.4K - $88.4K
|
4.8K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-670- 1.49% |
$70K - $90.4K
|
44.3K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-672- 3.86% |
$70.2K - $90.7K
|
16.7K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-676- 2.25% |
$70.6K - $91.3K
|
29.3K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-680- 1.85% |
$71K - $91.8K
|
36.2K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-685- 2.92% |
$71.5K - $92.5K
|
22.8K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-693- 14.39% |
$72.4K - $93.5K
|
4.12K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-694- 14.47% |
$72.5K - $93.7K
|
4.1K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 3.59% |
$73.1K - $94.5K
|
18.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-701- 3.14% |
$73.2K - $94.6K
|
21.7K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-704- 6.24% |
$73.5K - $95K
|
10.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-719- 0.93% |
$75.1K - $97.1K
|
76.3K
$10.6M
|