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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
4.29KNew |
$448K - $579K
|
4.29K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$446K - $577K
|
4.27K
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.2KNew |
$438K - $567K
|
4.2K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.2KNew |
$438K - $567K
|
4.2K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.15KNew |
$433K - $560K
|
4.15K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.14K+ 18.64% |
$432K - $558K
|
26.3K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4KNew |
$418K - $540K
|
4K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.96K+ 152.33% |
$414K - $535K
|
6.56K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.93K+ 79.77% |
$410K - $530K
|
8.85K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.88KNew |
$405K - $524K
|
3.88K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$399K - $516K
|
3.82K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.81K+ 103.7% |
$398K - $514K
|
7.48K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.8KNew |
$397K - $513K
|
3.8K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.74K+ 4.0% |
$390K - $504K
|
97K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6K+ 257.14% |
$376K - $486K
|
5K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
3.58K+ 59.52% |
$374K - $483K
|
9.6K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 0.37% |
$373K - $482K
|
977K
$134M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.47K+ 10.44% |
$362K - $469K
|
36.7K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.34K+ 22.89% |
$349K - $451K
|
17.9K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 67.82% |
$346K - $447K
|
8.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.31K+ 1.91% |
$346K - $447K
|
177K
$24.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.23K+ 88.74% |
$337K - $436K
|
6.87K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.22KNew |
$336K - $434K
|
3.22K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.19K+ 51.11% |
$333K - $431K
|
9.44K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.16K+ 35.48% |
$330K - $427K
|
12.1K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.14K+ 227.17% |
$327K - $423K
|
4.52K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.07KNew |
$321K - $415K
|
3.07K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 27.97% |
$315K - $407K
|
13.8K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.98K+ 11.54% |
$311K - $402K
|
28.8K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.95KNew |
$308K - $399K
|
2.95K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.87KNew |
$300K - $387K
|
2.87K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.82K+ 0.87% |
$294K - $381K
|
327K
$44.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.82K+ 5.57% |
$294K - $381K
|
53.5K
$7.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.78K+ 18.84% |
$291K - $376K
|
17.6K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.7K+ 24.61% |
$282K - $365K
|
13.7K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.68KNew |
$280K - $362K
|
2.68K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.67K+ 8.44% |
$279K - $361K
|
34.3K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.64KNew |
$275K - $356K
|
2.64K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 0.12% |
$273K - $353K
|
2.25M
$309M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.61KNew |
$273K - $353K
|
2.61K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.61K+ 75.14% |
$272K - $352K
|
6.08K
$835K
|