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 29, 2025
Q4 2024
|
Reik & Co., LLC
|
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.79KNew |
$187K - $241K
|
1.79K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$186K - $241K
|
1.79K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.78K+ 12.49% |
$185K - $240K
|
16K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.77KNew |
$185K - $239K
|
1.77K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.77KNew |
$185K - $239K
|
1.77K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.77KNew |
$185K - $239K
|
1.77K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.76KNew |
$184K - $238K
|
1.76K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.76KNew |
$184K - $238K
|
1.76K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$183K - $236K
|
1.75K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.74KNew |
$182K - $235K
|
1.74K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.74K+ 39.09% |
$181K - $235K
|
6.18K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
1.74KNew |
$181K - $234K
|
1.74K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73KNew |
$181K - $234K
|
1.73K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$181K - $234K
|
1.73K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.73KNew |
$181K - $234K
|
1.73K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.72K+ 5.84% |
$180K - $233K
|
31.2K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.72KNew |
$180K - $232K
|
1.72K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.72KNew |
$179K - $232K
|
1.72K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.72KNew |
$179K - $232K
|
1.72K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1.71KNew |
$179K - $231K
|
1.71K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.71K+ 9.56% |
$178K - $231K
|
19.6K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.71KNew |
$178K - $231K
|
1.71K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.7KNew |
$178K - $230K
|
1.7K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.7KNew |
$178K - $229K
|
1.7K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.7KNew |
$178K - $229K
|
1.7K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.7KNew |
$177K - $229K
|
1.7K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.69KNew |
$177K - $228K
|
1.69K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.69KNew |
$177K - $228K
|
1.69K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.69K+ 10.31% |
$176K - $228K
|
18.1K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
1.69KNew |
$176K - $228K
|
1.69K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.69KNew |
$176K - $228K
|
1.69K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.68KNew |
$175K - $227K
|
1.68K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.68K+ 1.06% |
$175K - $227K
|
160K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.66KNew |
$174K - $224K
|
1.66K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.66KNew |
$173K - $224K
|
1.66K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.65KNew |
$173K - $223K
|
1.65K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$172K - $223K
|
1.65K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.64KNew |
$171K - $222K
|
1.64K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.62KNew |
$169K - $219K
|
1.62K
$222K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$168K - $217K
|
1.61K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.61KNew |
$168K - $217K
|
1.61K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.61K+ 50.06% |
$168K - $217K
|
4.82K
$662K
|