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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.24MNew |
$442M - $572M
|
4.24M
$582M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.58MNew |
$269M - $348M
|
2.58M
$354M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.23M+ 111.74% |
$129M - $166M
|
2.33M
$320M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.05M+ 26142.48% |
$110M - $142M
|
1.06M
$145M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
833KNew |
$87M - $112M
|
833K
$114M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
714KNew |
$74.6M - $96.4M
|
714K
$98M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
572KNew |
$59.7M - $77.2M
|
572K
$78.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
484KNew |
$50.5M - $65.3M
|
484K
$66.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
429K+ 1.91% |
$44.8M - $57.9M
|
22.8M
$3.14B
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
400K+ 2382.42% |
$41.8M - $54M
|
417K
$57.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
400KNew |
$41.8M - $54M
|
400K
$54.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
345K+ 57.95% |
$36.1M - $46.6M
|
941K
$129M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
342K+ 78.23% |
$35.7M - $46.2M
|
779K
$107M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
285K+ 6665.8% |
$29.8M - $38.5M
|
290K
$39.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
275K+ 148.65% |
$28.7M - $37.1M
|
460K
$63.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
199K+ 39.24% |
$20.8M - $26.9M
|
708K
$97.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
197K+ 217.05% |
$20.6M - $26.6M
|
288K
$39.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
191K+ 56.29% |
$19.9M - $25.8M
|
530K
$72.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
167KNew |
$17.4M - $22.5M
|
167K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
165K+ 35.92% |
$17.2M - $22.3M
|
625K
$85.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
158KNew |
$16.5M - $21.3M
|
158K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
157KNew |
$16.4M - $21.2M
|
157K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
148K+ 40.6% |
$15.4M - $20M
|
512K
$70.3M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
130K+ 8.66% |
$13.6M - $17.5M
|
1.63M
$224M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
99.6K+ 66.69% |
$10.4M - $13.4M
|
249K
$34.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
93.5KNew |
$9.76M - $12.6M
|
93.5K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
72.3K+ 2.65% |
$7.55M - $9.76M
|
2.81M
$385M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
68.3K+ 13.55% |
$7.13M - $9.21M
|
572K
$78.5M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
67.5K+ 2754.69% |
$7.05M - $9.11M
|
69.9K
$9.6M
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
65.8K+ 273.8% |
$6.87M - $8.89M
|
89.9K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
64KNew |
$6.69M - $8.65M
|
64K
$8.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
56.9K+ 113.26% |
$5.94M - $7.68M
|
107K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
55.2K+ 54.4% |
$5.76M - $7.45M
|
157K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55.1KNew |
$5.76M - $7.44M
|
55.1K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
54.4KNew |
$5.68M - $7.34M
|
54.4K
$7.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
47.9KNew |
$5M - $6.47M
|
47.9K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.7K+ 0.43% |
$4.98M - $6.44M
|
11M
$1.51B
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
47.5K+ 143.01% |
$4.96M - $6.42M
|
80.8K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
45.3KNew |
$4.73M - $6.12M
|
45.3K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
45.2KNew |
$4.72M - $6.11M
|
45.2K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
45.2K+ 8.29% |
$4.72M - $6.1M
|
590K
$81.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
44.5K+ 10.1% |
$4.64M - $6M
|
484K
$66.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 3.07% |
$4.4M - $5.68M
|
1.41M
$194M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39.6K+ 42.61% |
$4.13M - $5.34M
|
133K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
39.2KNew |
$4.1M - $5.3M
|
39.2K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
39KNew |
$4.07M - $5.27M
|
39K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 37.99% |
$4M - $5.17M
|
139K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
37.2KNew |
$3.88M - $5.02M
|
37.2K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
36.8K+ 45.54% |
$3.84M - $4.97M
|
118K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
35.7KNew |
$3.72M - $4.81M
|
35.7K
$4.9M
|