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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.34% |
$31.6K - $40.9K
|
90.2K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
301+ 1.67% |
$31.4K - $40.6K
|
18.4K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
292+ 0.43% |
$30.5K - $39.4K
|
67.5K
$9.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
290+ 12.09% |
$30.3K - $39.1K
|
2.69K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287+ 7.2% |
$30K - $38.7K
|
4.27K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285+ 2.58% |
$29.8K - $38.5K
|
11.3K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
281New |
$29.3K - $37.9K
|
281
$38.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
277+ 0.62% |
$28.9K - $37.4K
|
44.7K
$6.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 13.29% |
$27.8K - $35.9K
|
2.27K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
265+ 10.95% |
$27.7K - $35.8K
|
2.68K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
263+ 8.4% |
$27.5K - $35.5K
|
3.39K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
263+ 3.39% |
$27.5K - $35.5K
|
8.03K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
260+ 12.62% |
$27.1K - $35.1K
|
2.32K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
250New |
$26.1K - $33.7K
|
250
$34.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
246+ 0.65% |
$25.7K - $33.2K
|
38K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
243+ 8.73% |
$25.4K - $32.8K
|
3.03K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
239+ 1.15% |
$25K - $32.3K
|
20.9K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
235+ 0.49% |
$24.5K - $31.7K
|
48K
$6.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
235+ 0.39% |
$24.5K - $31.7K
|
61.1K
$8.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
219New |
$22.9K - $29.6K
|
219
$30.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
217+ 5.79% |
$22.7K - $29.3K
|
3.97K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
217+ 7.92% |
$22.7K - $29.3K
|
2.96K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
216+ 3.63% |
$22.6K - $29.2K
|
6.16K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
214+ 1.4% |
$22.3K - $28.9K
|
15.5K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
211+ 1.84% |
$22K - $28.5K
|
11.7K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
210+ 2.82% |
$21.9K - $28.3K
|
7.67K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
210+ 0.4% |
$21.9K - $28.3K
|
52.5K
$7.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
210+ 4.03% |
$21.9K - $28.3K
|
5.42K
$744K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$20.9K - $27K
|
200
$27.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
200+ 8.05% |
$20.9K - $27K
|
2.69K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
200+ 0.37% |
$20.9K - $27K
|
54.6K
$7.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
196+ 4.79% |
$20.5K - $26.5K
|
4.29K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
193+ 1.21% |
$20.2K - $26.1K
|
16.1K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
189New |
$19.7K - $25.5K
|
189
$26K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 7.6% |
$19.1K - $24.7K
|
2.59K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
183+ 3.11% |
$19.1K - $24.7K
|
6.07K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
180New |
$18.8K - $24.3K
|
180
$24.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
180+ 6.27% |
$18.8K - $24.3K
|
3.05K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
180+ 5.96% |
$18.8K - $24.3K
|
3.2K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
176New |
$18.4K - $23.8K
|
176
$24.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
173+ 6.21% |
$18.1K - $23.4K
|
2.96K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
171+ 4.24% |
$17.9K - $23.1K
|
4.2K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 4.07% |
$17.4K - $22.5K
|
4.27K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
165+ 10.48% |
$17.2K - $22.3K
|
1.74K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
164+ 2.73% |
$17.1K - $22.1K
|
6.18K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 2.37% |
$16K - $20.7K
|
6.62K
$908K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
152+ 4.22% |
$15.9K - $20.5K
|
3.76K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
150+ 1.36% |
$15.7K - $20.2K
|
11.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
149New |
$15.6K - $20.1K
|
149
$20.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 0.92% |
$15.3K - $19.8K
|
16.2K
$2.22M
|