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 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 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.2K- 8.92% |
$1.69M - $2.19M
|
166K
$23M
|
|
|
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 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-22.7K- 6.67% |
$2.37M - $3.06M
|
317K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-23.3K- 46.72% |
$2.43M - $3.15M
|
26.6K
$3.69M
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-26.3K- 17.88% |
$2.75M - $3.56M
|
121K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-26.9K- 13.57% |
$2.81M - $3.63M
|
171K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-30.2K- 4.19% |
$3.15M - $4.07M
|
689K
$95.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31K- 0.51% |
$3.23M - $4.18M
|
6.08M
$845M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-31.3K- 3.13% |
$3.27M - $4.23M
|
969K
$135M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-32.5K- 9.81% |
$3.39M - $4.39M
|
299K
$41.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-33K- 0.11% |
$3.45M - $4.46M
|
30M
$4.17B
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-33K- 90.34% |
$3.45M - $4.46M
|
3.53K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-33.2K- 23.53% |
$3.47M - $4.48M
|
108K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-33.2K- 6.06% |
$3.47M - $4.48M
|
515K
$71.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-33.7K- 12.87% |
$3.52M - $4.55M
|
228K
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.4K- 99.9% |
$3.7M - $4.78M
|
34
$4.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36K- 62.77% |
$3.76M - $4.86M
|
21.3K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-39.8K- 5.38% |
$4.16M - $5.37M
|
699K
$97.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42.1K- 11.79% |
$4.39M - $5.68M
|
315K
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-42.6K- 40.81% |
$4.44M - $5.74M
|
61.7K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-43.5K- 17.25% |
$4.54M - $5.87M
|
208K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-44.1K- 16.83% |
$4.61M - $5.95M
|
218K
$30.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-44.1K- 17.21% |
$4.61M - $5.96M
|
212K
$29.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-44.5K- 10.32% |
$4.65M - $6.01M
|
387K
$53.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-45.3K- 18.89% |
$4.73M - $6.11M
|
194K
$27M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45.9K- 19.99% |
$4.79M - $6.2M
|
184K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.3K- 1.83% |
$4.83M - $6.24M
|
2.48M
$345M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-47.1K- 13.34% |
$4.92M - $6.36M
|
306K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-47.3K- 19.3% |
$4.94M - $6.39M
|
198K
$27.5M
|