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
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-275- 13.49% |
$28.7K - $37.1K
|
1.76K
$251K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-278- 12.8% |
$29K - $37.5K
|
1.89K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-280- 3.2% |
$29.2K - $37.8K
|
8.46K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-293- 6.06% |
$30.6K - $39.6K
|
4.54K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-299- 7.96% |
$31.2K - $40.4K
|
3.46K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-299- 0.78% |
$31.2K - $40.4K
|
38K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 3.82% |
$31.3K - $40.5K
|
7.55K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-300- 7.31% |
$31.3K - $40.5K
|
3.81K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-305- 5.21% |
$31.8K - $41.2K
|
5.55K
$790K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 1.62% |
$32K - $41.3K
|
18.6K
$2.65M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-320- 3.43% |
$33.4K - $43.2K
|
9K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-323- 1.85% |
$33.7K - $43.6K
|
17.1K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-325- 4.65% |
$33.9K - $43.9K
|
6.67K
$950K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-327- 4.01% |
$34.1K - $44.1K
|
7.83K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-330- 8.09% |
$34.5K - $44.5K
|
3.75K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-331- 1.45% |
$34.6K - $44.7K
|
22.5K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-333- 0.92% |
$34.8K - $45K
|
35.7K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-343- 2.91% |
$35.8K - $46.3K
|
11.5K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.28K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 10.52% |
$36.5K - $47.2K
|
2.98K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-350- 9.52% |
$36.5K - $47.2K
|
3.33K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-353- 0.71% |
$36.9K - $47.7K
|
49.1K
$6.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-361- 0.26% |
$37.7K - $48.7K
|
138K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-373- 17.61% |
$38.9K - $50.4K
|
1.75K
$249K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-373- 4.06% |
$38.9K - $50.4K
|
8.82K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-375- 1.46% |
$39.2K - $50.6K
|
25.3K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-377- 5.7% |
$39.4K - $50.9K
|
6.24K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-377- 3.64% |
$39.4K - $50.9K
|
9.98K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-378- 15.14% |
$39.5K - $51K
|
2.12K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-379- 4.49% |
$39.6K - $51.2K
|
8.06K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-379- 7.09% |
$39.6K - $51.2K
|
4.97K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-380- 1.48% |
$39.7K - $51.3K
|
25.2K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-387- 16.23% |
$40.4K - $52.2K
|
2K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-389- 1.68% |
$40.6K - $52.5K
|
22.8K
$3.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-390- 6.27% |
$40.7K - $52.6K
|
5.83K
$831K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-394- 13.25% |
$41.1K - $53.2K
|
2.58K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-400- 6.92% |
$41.8K - $54K
|
5.38K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-400- 4.02% |
$41.8K - $54K
|
9.55K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-402- 18.31% |
$42K - $54.3K
|
1.79K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-407- 2.63% |
$42.5K - $54.9K
|
15.1K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-411- 0.58% |
$42.9K - $55.5K
|
70.7K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-412- 11.26% |
$43K - $55.6K
|
3.25K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-422- 2.11% |
$44.1K - $57K
|
19.6K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-424- 0.68% |
$44.3K - $57.2K
|
62K
$8.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-424- 18.68% |
$44.3K - $57.2K
|
1.85K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-430- 1.94% |
$44.9K - $58K
|
21.7K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-432- 6.22% |
$45.1K - $58.3K
|
6.52K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-440- 2.93% |
$45.9K - $59.4K
|
14.6K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-444- 52.24% |
$46.4K - $59.9K
|
406
$57.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-458- 30.03% |
$47.8K - $61.8K
|
1.07K
$152K
|