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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.41K- 3.22% |
$878K - $1.13M
|
253K
$35.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.46K- 4.32% |
$883K - $1.14M
|
187K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.52K- 67.95% |
$890K - $1.15M
|
4.02K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.74K- 26.38% |
$913K - $1.18M
|
24.4K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.76K- 11.99% |
$914K - $1.18M
|
64.3K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.05K- 40.05% |
$945K - $1.22M
|
13.6K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.17K- 6.09% |
$957K - $1.24M
|
141K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9.2K- 40.79% |
$960K - $1.24M
|
13.4K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.71K- 46.35% |
$1.01M - $1.31M
|
11.2K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-10.2K- 21.14% |
$1.07M - $1.38M
|
38.2K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.6K- 12.95% |
$1.11M - $1.43M
|
71.4K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-10.7K- 10.45% |
$1.12M - $1.45M
|
92.1K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.9K- 0.96% |
$1.13M - $1.47M
|
1.12M
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.9K- 6.74% |
$1.14M - $1.47M
|
151K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.7K- 3.24% |
$1.22M - $1.58M
|
348K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-11.8K- 2.47% |
$1.23M - $1.59M
|
465K
$64.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.3K- 81.21% |
$1.29M - $1.67M
|
2.86K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 4.98% |
$1.29M - $1.67M
|
235K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-12.8K- 65.55% |
$1.34M - $1.73M
|
6.75K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-13K- 1.57% |
$1.36M - $1.75M
|
813K
$113M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-13.3K- 0.88% |
$1.39M - $1.8M
|
1.49M
$207M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-13.4K- 11.8% |
$1.4M - $1.8M
|
99.9K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13.5K- 6.09% |
$1.41M - $1.83M
|
209K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13.6K- 3.7% |
$1.42M - $1.83M
|
353K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-13.6K- 31.99% |
$1.42M - $1.84M
|
29K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-13.9K- 1.8% |
$1.45M - $1.88M
|
757K
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-14.7K- 39.48% |
$1.54M - $1.98M
|
22.5K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-14.9K- 5.74% |
$1.56M - $2.01M
|
245K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15.4K- 89.17% |
$1.6M - $2.07M
|
1.87K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-15.7K- 22.32% |
$1.64M - $2.12M
|
54.7K
$7.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-15.8K- 6.84% |
$1.65M - $2.13M
|
215K
$29.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-16.4K- 12.79% |
$1.71M - $2.21M
|
112K
$15.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.45% |
$1.72M - $2.23M
|
656K
$91.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.8K- 3.57% |
$1.76M - $2.27M
|
455K
$63.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.4K- 7.23% |
$1.82M - $2.35M
|
223K
$31M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-17.6K- 11.09% |
$1.83M - $2.37M
|
141K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-18.2K- 15.56% |
$1.9M - $2.46M
|
98.8K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-18.3K- 68.11% |
$1.91M - $2.47M
|
8.55K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 16.96% |
$1.91M - $2.47M
|
89.7K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.8K- 10.3% |
$2.18M - $2.81M
|
181K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-21.2K- 7.03% |
$2.21M - $2.86M
|
280K
$39M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-21.2K- 63.14% |
$2.22M - $2.87M
|
12.4K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-21.7K- 10.28% |
$2.27M - $2.93M
|
189K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-21.9K- 19.95% |
$2.29M - $2.96M
|
87.9K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-25K- 11.73% |
$2.61M - $3.38M
|
188K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26K- 3.96% |
$2.72M - $3.52M
|
631K
$87.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-26.2K- 2.23% |
$2.73M - $3.53M
|
1.15M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-26.3K- 33.62% |
$2.74M - $3.55M
|
51.9K
$7.21M
|