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 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.2K+ 5.99% |
$1.59M - $2.05M
|
269K
$39.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
15.2K+ 107.48% |
$1.58M - $2.05M
|
29.3K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
15.1K+ 14.32% |
$1.58M - $2.04M
|
121K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
14.9K+ 18.26% |
$1.56M - $2.02M
|
96.7K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.7K+ 1.99% |
$1.53M - $1.98M
|
755K
$111M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
14.5KNew |
$1.52M - $1.96M
|
14.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 5.58% |
$1.5M - $1.94M
|
272K
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.3K+ 2.94% |
$1.49M - $1.93M
|
500K
$73.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 52.68% |
$1.43M - $1.85M
|
39.7K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
13.3KNew |
$1.39M - $1.79M
|
13.3K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.1K+ 1.62% |
$1.37M - $1.77M
|
822K
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.1K+ 165.49% |
$1.37M - $1.77M
|
21K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13KNew |
$1.36M - $1.76M
|
13K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.6KNew |
$1.32M - $1.7M
|
12.6K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.66M
|
12.3K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
12.2K+ 33.02% |
$1.27M - $1.64M
|
49.1K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.1K+ 52.4% |
$1.26M - $1.63M
|
35.2K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
12.1K+ 18.5% |
$1.26M - $1.63M
|
77.4K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1K+ 25.45% |
$1.26M - $1.63M
|
59.4K
$8.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$1.24M - $1.61M
|
11.9K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.7K+ 4.06% |
$1.22M - $1.58M
|
300K
$44.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.2M - $1.55M
|
11.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.3K+ 146.42% |
$1.18M - $1.53M
|
19K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11.3K+ 57.41% |
$1.18M - $1.52M
|
31K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.2K+ 17.07% |
$1.17M - $1.52M
|
77.2K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
10.9K+ 58.76% |
$1.14M - $1.47M
|
29.5K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$1.11M - $1.43M
|
10.6K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 17.21% |
$1.1M - $1.43M
|
71.9K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 60.01% |
$1.1M - $1.42M
|
28K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
10.2K+ 29.14% |
$1.06M - $1.38M
|
45.1K
$6.65M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
10.1K+ 410.92% |
$1.06M - $1.37M
|
12.6K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.1KNew |
$1.05M - $1.36M
|
10.1K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.1K+ 18.45% |
$1.05M - $1.36M
|
64.6K
$9.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10K+ 3.47% |
$1.05M - $1.36M
|
299K
$44.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 4.1% |
$1.05M - $1.35M
|
254K
$37.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
9.95KNew |
$1.04M - $1.34M
|
9.95K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.88KNew |
$1.03M - $1.33M
|
9.88K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.88K+ 21.88% |
$1.03M - $1.33M
|
55K
$8.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.67K+ 2.49% |
$1.01M - $1.31M
|
398K
$58.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.53K+ 44.91% |
$995K - $1.29M
|
30.7K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.51KNew |
$993K - $1.28M
|
9.51K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.5KNew |
$992K - $1.28M
|
9.5K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$990K - $1.28M
|
9.48K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.41KNew |
$982K - $1.27M
|
9.41K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.38K+ 44.37% |
$979K - $1.27M
|
30.5K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$978K - $1.26M
|
9.37K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$973K - $1.26M
|
9.32K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.32K+ 83.55% |
$973K - $1.26M
|
20.5K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.16K+ 117.2% |
$956K - $1.24M
|
17K
$2.5M
|