Purchases and Sales Made in Q2 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30+ 1.38% |
$2.59K - $3.05K
|
2.21K
$304K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 0.4% |
$2.59K - $3.05K
|
7.44K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.5K - $2.94K
|
29
$4K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 1.23% |
$2.5K - $2.94K
|
2.38K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27+ 1.05% |
$2.33K - $2.74K
|
2.59K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
27+ 0.5% |
$2.33K - $2.74K
|
5.38K
$742K
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$2.33K - $2.74K
|
4.43K
$610K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$2.24K - $2.64K
|
8.58K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 1.16% |
$2.24K - $2.64K
|
2.26K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.94% |
$2.24K - $2.64K
|
2.8K
$386K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
25+ 14.62% |
$2.15K - $2.54K
|
196
$27K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 1.13% |
$2.15K - $2.54K
|
2.23K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24+ 50.0% |
$2.07K - $2.44K
|
72
$9.92K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
24+ 1.01% |
$2.07K - $2.44K
|
2.4K
$330K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 29.63% |
$2.07K - $2.44K
|
105
$14.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
23New |
$1.98K - $2.34K
|
23
$3.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22New |
$1.9K - $2.23K
|
22
$3.03K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
21+ 0.59% |
$1.81K - $2.13K
|
3.6K
$496K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.71% |
$1.81K - $2.13K
|
2.99K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 20.41% |
$1.72K - $2.03K
|
118
$16.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
20+ 0.05% |
$1.72K - $2.03K
|
41K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 0.49% |
$1.72K - $2.03K
|
4.13K
$569K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
19+ 0.12% |
$1.64K - $1.93K
|
16K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
18+ 0.44% |
$1.55K - $1.83K
|
4.08K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.87% |
$1.55K - $1.83K
|
2.08K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 0.24% |
$1.55K - $1.83K
|
7.66K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
18+ 0.73% |
$1.55K - $1.83K
|
2.47K
$341K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
18+ 0.19% |
$1.55K - $1.83K
|
9.33K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 3.41% |
$1.47K - $1.73K
|
516
$71.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.74% |
$1.47K - $1.73K
|
2.31K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 21.25% |
$1.47K - $1.73K
|
97
$13.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17+ 0.3% |
$1.47K - $1.73K
|
5.59K
$770K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
17+ 0.01% |
$1.47K - $1.73K
|
335K
$46.1M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
16+ 320.0% |
$1.38K - $1.62K
|
21
$2.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
16+ 0.65% |
$1.38K - $1.62K
|
2.47K
$340K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 0.85% |
$1.29K - $1.52K
|
1.78K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.29K - $1.52K
|
15
$2.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 12.5% |
$1.21K - $1.42K
|
126
$17.4K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 0.12% |
$1.21K - $1.42K
|
11.5K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.83% |
$1.03K - $1.22K
|
1.46K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.4% |
$1.03K - $1.22K
|
2.98K
$411K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.36% |
$948 - $1.12K
|
3.04K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11+ 0.3% |
$948 - $1.12K
|
3.7K
$510K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.07% |
$862 - $1.02K
|
14.2K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.45% |
$862 - $1.02K
|
2.24K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.48% |
$862 - $1.02K
|
2.09K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 14.08% |
$862 - $1.02K
|
81
$11.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 1.69% |
$862 - $1.02K
|
600
$82.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.84% |
$862 - $1.02K
|
1.2K
$165K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10New |
$862 - $1.02K
|
10
$1.38K
|