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 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-173- 1.93% |
$18.1K - $23.4K
|
8.77K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-175- 6.68% |
$18.3K - $23.6K
|
2.45K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-178- 2.29% |
$18.6K - $24K
|
7.58K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-178- 0.71% |
$18.6K - $24K
|
24.9K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 1.32% |
$18.7K - $24.2K
|
13.4K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-182- 15.15% |
$19K - $24.6K
|
1.02K
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-185- 3.86% |
$19.3K - $25K
|
4.6K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-185- 1.54% |
$19.3K - $25K
|
11.8K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 2.38% |
$19.5K - $25.2K
|
7.65K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-192- 4.08% |
$20K - $25.9K
|
4.51K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-193- 1.38% |
$20.2K - $26.1K
|
13.7K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-194- 2.3% |
$20.3K - $26.2K
|
8.24K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-196- 9.28% |
$20.5K - $26.5K
|
1.92K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-197- 3.98% |
$20.6K - $26.6K
|
4.76K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-198- 0.91% |
$20.7K - $26.7K
|
21.6K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 3.46% |
$20.9K - $27K
|
5.58K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 4.97% |
$20.9K - $27K
|
3.82K
$544K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-200- 9.07% |
$20.9K - $27K
|
2.01K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-201- 0.53% |
$21K - $27.1K
|
37.4K
$5.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-203- 5.48% |
$21.2K - $27.4K
|
3.5K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-208- 27.23% |
$21.7K - $28.1K
|
556
$79.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-210- 3.59% |
$21.9K - $28.3K
|
5.64K
$803K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-210- 2.93% |
$21.9K - $28.3K
|
6.97K
$993K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-213- 0.57% |
$22.2K - $28.8K
|
37K
$5.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-214- 8.27% |
$22.3K - $28.9K
|
2.38K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-220- 5.65% |
$23K - $29.7K
|
3.68K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-220- 8.08% |
$23K - $29.7K
|
2.5K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-226- 2.68% |
$23.6K - $30.5K
|
8.2K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-228- 7.16% |
$23.8K - $30.8K
|
2.96K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-228- 0.61% |
$23.8K - $30.8K
|
37.4K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-237- 1.46% |
$24.7K - $32K
|
15.9K
$2.27M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-237- 7.72% |
$24.7K - $32K
|
2.83K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-240- 9.52% |
$25.1K - $32.4K
|
2.28K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-242- 4.55% |
$25.3K - $32.7K
|
5.07K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-243- 11.51% |
$25.4K - $32.8K
|
1.87K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-245- 8.83% |
$25.6K - $33.1K
|
2.53K
$361K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-254- 2.1% |
$26.5K - $34.3K
|
11.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-257- 0.24% |
$26.8K - $34.7K
|
106K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 5.45% |
$27.5K - $35.5K
|
4.56K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-264- 48.44% |
$27.6K - $35.6K
|
281
$40K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-266- 39.41% |
$27.8K - $35.9K
|
409
$58.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-270- 1.3% |
$28.2K - $36.4K
|
20.5K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-270- 5.04% |
$28.2K - $36.4K
|
5.09K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-271- 2.62% |
$28.3K - $36.6K
|
10.1K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-273- 2.14% |
$28.5K - $36.9K
|
12.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-273- 12.36% |
$28.5K - $36.9K
|
1.94K
$276K
|