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 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
9.95KNew |
$1.04M - $1.34M
|
9.95K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.88KNew |
$1.03M - $1.33M
|
9.88K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.88K+ 21.88% |
$1.03M - $1.33M
|
55K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.51KNew |
$993K - $1.28M
|
9.51K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.5KNew |
$992K - $1.28M
|
9.5K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$990K - $1.28M
|
9.48K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.41KNew |
$982K - $1.27M
|
9.41K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.38K+ 44.37% |
$979K - $1.27M
|
30.5K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.32K+ 83.55% |
$973K - $1.26M
|
20.5K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.16K+ 117.2% |
$956K - $1.24M
|
17K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.98K+ 6.54% |
$937K - $1.21M
|
146K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
8.87KNew |
$926K - $1.2M
|
8.87K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.58KNew |
$896K - $1.16M
|
8.58K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.38K+ 31.87% |
$875K - $1.13M
|
34.7K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
8.32KNew |
$869K - $1.12M
|
8.32K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
8.25K+ 16.62% |
$861K - $1.11M
|
57.8K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
8.19KNew |
$856K - $1.11M
|
8.19K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.94KNew |
$829K - $1.07M
|
7.94K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.68K+ 6.16% |
$802K - $1.04M
|
132K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.59KNew |
$792K - $1.02M
|
7.59K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.49K+ 165.2% |
$782K - $1.01M
|
12K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.48K+ 15.48% |
$781K - $1.01M
|
55.8K
$7.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.41K+ 6.57% |
$773K - $1M
|
120K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.23K+ 5.61% |
$755K - $975K
|
136K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.1KNew |
$741K - $958K
|
7.1K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.07K+ 19.52% |
$738K - $954K
|
43.3K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.97K+ 1.44% |
$727K - $940K
|
492K
$67.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.82KNew |
$712K - $921K
|
6.82K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 26.29% |
$671K - $868K
|
30.9K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.3KNew |
$658K - $851K
|
6.3K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.26K+ 0.74% |
$654K - $845K
|
849K
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 78.0% |
$648K - $837K
|
14.2K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.16K+ 165.94% |
$644K - $832K
|
9.88K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.01K+ 113.76% |
$627K - $811K
|
11.3K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.85KNew |
$611K - $790K
|
5.85K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.78K+ 34.74% |
$604K - $780K
|
22.4K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.76KNew |
$602K - $778K
|
5.76K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 2.33% |
$568K - $734K
|
239K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37K+ 22.43% |
$561K - $725K
|
29.3K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.16K+ 2.33% |
$538K - $696K
|
226K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.04K+ 7.6% |
$526K - $680K
|
71.4K
$9.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.82K+ 228.87% |
$503K - $651K
|
6.93K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.78KNew |
$499K - $646K
|
4.78K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.77K+ 5.05% |
$498K - $643K
|
99.2K
$13.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.64K+ 178.99% |
$485K - $627K
|
7.24K
$994K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.62K+ 35.1% |
$482K - $624K
|
17.8K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.56K+ 12.07% |
$476K - $616K
|
42.4K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.43K+ 11.82% |
$463K - $598K
|
41.9K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4.36KNew |
$456K - $589K
|
4.36K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.34K+ 0.73% |
$453K - $586K
|
601K
$82.6M
|