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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.98K+ 6.54% |
$937K - $1.21M
|
146K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
8.87KNew |
$926K - $1.2M
|
8.87K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.58KNew |
$896K - $1.16M
|
8.58K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.51K+ 1.18% |
$888K - $1.15M
|
731K
$108M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.38K+ 31.87% |
$875K - $1.13M
|
34.7K
$5.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
8.32KNew |
$869K - $1.12M
|
8.32K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
8.25K+ 16.62% |
$861K - $1.11M
|
57.8K
$8.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
8.19KNew |
$856K - $1.11M
|
8.19K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.08KNew |
$844K - $1.09M
|
8.08K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.07K+ 10.93% |
$843K - $1.09M
|
81.9K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.94KNew |
$829K - $1.07M
|
7.94K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.68K+ 6.16% |
$802K - $1.04M
|
132K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 129.23% |
$800K - $1.03M
|
13.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.65K+ 195.7% |
$799K - $1.03M
|
11.6K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.59KNew |
$792K - $1.02M
|
7.59K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.49K+ 165.2% |
$782K - $1.01M
|
12K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.48K+ 15.48% |
$781K - $1.01M
|
55.8K
$8.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.41K+ 6.57% |
$773K - $1M
|
120K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38KNew |
$771K - $997K
|
7.38K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.29K+ 4.21% |
$761K - $984K
|
180K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.23K+ 5.61% |
$755K - $975K
|
136K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.1KNew |
$741K - $958K
|
7.1K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.07K+ 19.52% |
$738K - $954K
|
43.3K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.97K+ 1.44% |
$727K - $940K
|
492K
$72.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.82KNew |
$712K - $921K
|
6.82K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.78K+ 23.81% |
$708K - $916K
|
35.3K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.45KNew |
$673K - $870K
|
6.45K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 26.29% |
$671K - $868K
|
30.9K
$4.55M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$662K - $856K
|
6.34K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.3KNew |
$658K - $851K
|
6.3K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.26K+ 0.74% |
$654K - $845K
|
849K
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
6.26KNew |
$653K - $845K
|
6.26K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.21K+ 8.96% |
$648K - $838K
|
75.5K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 78.0% |
$648K - $837K
|
14.2K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.2KNew |
$647K - $837K
|
6.2K
$913K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.16K+ 165.94% |
$644K - $832K
|
9.88K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.09K+ 37.77% |
$636K - $822K
|
22.2K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.07K+ 22.75% |
$634K - $820K
|
32.8K
$4.83M
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.07K+ 22.75% |
$634K - $820K
|
32.8K
$4.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.01K+ 113.76% |
$627K - $811K
|
11.3K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.86KNew |
$612K - $791K
|
5.86K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.85KNew |
$611K - $790K
|
5.85K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.78K+ 34.74% |
$604K - $780K
|
22.4K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.76KNew |
$602K - $778K
|
5.76K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.63KNew |
$588K - $760K
|
5.63K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 2.33% |
$568K - $734K
|
239K
$35.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37K+ 22.43% |
$561K - $725K
|
29.3K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 75.44% |
$550K - $711K
|
12.3K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
5.24KNew |
$547K - $707K
|
5.24K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.16K+ 2.33% |
$538K - $696K
|
226K
$33.3M
|