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
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.09K+ 147.41% |
$532K - $688K
|
8.55K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.08KNew |
$531K - $686K
|
5.08K
$749K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.04K+ 7.6% |
$526K - $680K
|
71.4K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.82K+ 228.87% |
$503K - $651K
|
6.93K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.8KNew |
$501K - $647K
|
4.8K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.79K+ 12.74% |
$501K - $647K
|
42.4K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.78KNew |
$500K - $646K
|
4.78K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.78KNew |
$499K - $646K
|
4.78K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.77K+ 5.05% |
$498K - $643K
|
99.2K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.76K+ 9.24% |
$497K - $643K
|
56.3K
$8.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.64K+ 178.99% |
$485K - $627K
|
7.24K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.62K+ 35.1% |
$482K - $624K
|
17.8K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 100.37% |
$480K - $620K
|
9.18K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.56K+ 12.07% |
$476K - $616K
|
42.4K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.52K+ 77.96% |
$472K - $611K
|
10.3K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.43K+ 11.82% |
$463K - $598K
|
41.9K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.41KNew |
$461K - $596K
|
4.41K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.39K+ 1.35% |
$459K - $593K
|
330K
$48.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4.36KNew |
$456K - $589K
|
4.36K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.34K+ 0.73% |
$453K - $586K
|
601K
$88.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
4.29KNew |
$448K - $579K
|
4.29K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$446K - $577K
|
4.27K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.2KNew |
$438K - $567K
|
4.2K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.2KNew |
$438K - $567K
|
4.2K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
4.19KNew |
$437K - $565K
|
4.19K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.18K+ 91.73% |
$436K - $564K
|
8.74K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.16KNew |
$435K - $562K
|
4.16K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.15KNew |
$433K - $560K
|
4.15K
$611K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.14K+ 18.64% |
$432K - $558K
|
26.3K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$421K - $544K
|
4.03K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.03K+ 32.63% |
$420K - $543K
|
16.4K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.01K+ 3.66% |
$418K - $541K
|
113K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4KNew |
$418K - $540K
|
4K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.96K+ 152.33% |
$414K - $535K
|
6.56K
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.93K+ 79.77% |
$410K - $530K
|
8.85K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.89K+ 58.65% |
$407K - $526K
|
10.5K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.88KNew |
$405K - $524K
|
3.88K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 176.05% |
$404K - $523K
|
6.07K
$894K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$399K - $516K
|
3.82K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.81K+ 103.7% |
$398K - $514K
|
7.48K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.8KNew |
$397K - $513K
|
3.8K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.79KNew |
$395K - $511K
|
3.79K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.74K+ 4.0% |
$390K - $504K
|
97K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.72K+ 0.72% |
$388K - $502K
|
523K
$77M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3.67KNew |
$383K - $495K
|
3.67K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.64KNew |
$380K - $491K
|
3.64K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.63K+ 8.86% |
$379K - $490K
|
44.6K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6K+ 257.14% |
$376K - $486K
|
5K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
3.58K+ 59.52% |
$374K - $483K
|
9.6K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 0.37% |
$373K - $482K
|
977K
$144M
|