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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55.1KNew |
$5.76M - $7.44M
|
55.1K
$8.12M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
55.1K+ 686.78% |
$5.75M - $7.43M
|
63.1K
$9.29M
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
54.4KNew |
$5.68M - $7.34M
|
54.4K
$8.01M
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
53K+ 38.07% |
$5.53M - $7.15M
|
192K
$28.3M
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
52K+ 39.54% |
$5.43M - $7.02M
|
184K
$27M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.4K+ 2670.72% |
$5.37M - $6.94M
|
53.4K
$7.86M
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
51KNew |
$5.33M - $6.88M
|
51K
$7.51M
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50K+ 26.53% |
$5.22M - $6.75M
|
238K
$35.1M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
47.9KNew |
$5M - $6.47M
|
47.9K
$7.06M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.7K+ 0.43% |
$4.98M - $6.44M
|
11M
$1.62B
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
47.5K+ 143.01% |
$4.96M - $6.42M
|
80.8K
$11.9M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
47.2K+ 1.66% |
$4.93M - $6.37M
|
2.89M
$426M
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
45.3KNew |
$4.73M - $6.12M
|
45.3K
$6.68M
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
45.2KNew |
$4.72M - $6.11M
|
45.2K
$6.66M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
45.2K+ 8.29% |
$4.72M - $6.1M
|
590K
$87M
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
44.6K+ 128.22% |
$4.66M - $6.03M
|
79.5K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
44.5K+ 10.1% |
$4.64M - $6M
|
484K
$71.4M
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
42.7K+ 35.76% |
$4.46M - $5.77M
|
162K
$23.9M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 3.07% |
$4.4M - $5.68M
|
1.41M
$208M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40K+ 26.64% |
$4.18M - $5.4M
|
190K
$28M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39.6K+ 42.61% |
$4.13M - $5.34M
|
133K
$19.5M
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
39.3KNew |
$4.11M - $5.31M
|
39.3K
$5.79M
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
39.2KNew |
$4.1M - $5.3M
|
39.2K
$5.78M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
39KNew |
$4.07M - $5.27M
|
39K
$5.75M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38.3K+ 17.24% |
$4M - $5.18M
|
261K
$38.4M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 37.99% |
$4M - $5.17M
|
139K
$20.5M
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
37.2KNew |
$3.88M - $5.02M
|
37.2K
$5.47M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
36.8K+ 45.54% |
$3.84M - $4.97M
|
118K
$17.3M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.5K+ 86.26% |
$3.81M - $4.93M
|
78.8K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
36.3KNew |
$3.79M - $4.9M
|
36.3K
$5.34M
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
35.9KNew |
$3.75M - $4.85M
|
35.9K
$5.29M
|
|
Feb 12, 2025
Q4 2024
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
35.9KNew |
$3.75M - $4.85M
|
35.9K
$5.29M
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
35.7KNew |
$3.72M - $4.81M
|
35.7K
$5.25M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 21.7% |
$3.72M - $4.81M
|
200K
$29.4M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.6K+ 0.09% |
$3.71M - $4.8M
|
41M
$6.04B
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35.4K+ 28.8% |
$3.7M - $4.78M
|
158K
$23.3M
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
35.4KNew |
$3.69M - $4.77M
|
35.4K
$5.21M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.2K+ 0.81% |
$3.68M - $4.76M
|
4.38M
$645M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
34.8K+ 3.02% |
$3.64M - $4.7M
|
1.19M
$175M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
34.8KNew |
$3.64M - $4.7M
|
34.8K
$5.13M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.9KNew |
$3.54M - $4.57M
|
33.9K
$4.99M
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
33.8KNew |
$3.53M - $4.57M
|
33.8K
$4.98M
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
33.8K+ 8.01% |
$3.53M - $4.57M
|
456K
$67.2M
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
33.7K+ 24.87% |
$3.52M - $4.56M
|
169K
$25M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
33.3K+ 15.76% |
$3.48M - $4.5M
|
245K
$36.1M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32K+ 4.6% |
$3.34M - $4.31M
|
727K
$107M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.6KNew |
$3.3M - $4.27M
|
31.6K
$4.66M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31.6K+ 44.67% |
$3.29M - $4.26M
|
102K
$15.1M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
31.5KNew |
$3.29M - $4.25M
|
31.5K
$4.64M
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
30.4KNew |
$3.17M - $4.1M
|
30.4K
$4.48M
|