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 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$57.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
407+ 3.36% |
$42.5K - $54.9K
|
12.5K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
398+ 6.65% |
$41.6K - $53.7K
|
6.39K
$898K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
398+ 13.27% |
$41.6K - $53.7K
|
3.4K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
396New |
$41.4K - $53.5K
|
396
$55.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
395+ 4.7% |
$41.2K - $53.3K
|
8.8K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
393+ 18.28% |
$41K - $53.1K
|
2.54K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 54.67% |
$40.9K - $52.9K
|
1.11K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
388+ 2.37% |
$40.5K - $52.4K
|
16.8K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
379+ 6.34% |
$39.6K - $51.2K
|
6.36K
$895K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
373+ 3.67% |
$38.9K - $50.4K
|
10.5K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
370+ 18.05% |
$38.6K - $49.9K
|
2.42K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
365New |
$38.1K - $49.3K
|
365
$51.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
365+ 9.32% |
$38.1K - $49.3K
|
4.28K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
363+ 0.69% |
$37.9K - $49K
|
52.7K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
361+ 5.49% |
$37.7K - $48.7K
|
6.94K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
360New |
$37.6K - $48.6K
|
360
$50.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
357+ 1.32% |
$37.3K - $48.2K
|
27.4K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
356+ 9.27% |
$37.2K - $48.1K
|
4.2K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
352+ 2.49% |
$36.8K - $47.5K
|
14.5K
$2.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 7.06% |
$36.1K - $46.7K
|
5.24K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344+ 17.23% |
$35.9K - $46.4K
|
2.34K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
343+ 6.52% |
$35.8K - $46.3K
|
5.6K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
343+ 2.01% |
$35.8K - $46.3K
|
17.4K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
340New |
$35.5K - $45.9K
|
340
$47.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
338+ 2.49% |
$35.3K - $45.6K
|
13.9K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 0.85% |
$35.2K - $45.5K
|
39.8K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
334+ 2.46% |
$34.9K - $45.1K
|
13.9K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 4.76% |
$33.6K - $43.5K
|
7.09K
$997K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 14.72% |
$33.1K - $42.8K
|
2.47K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
317+ 0.13% |
$33.1K - $42.8K
|
240K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
313+ 1841.18% |
$32.7K - $42.3K
|
330
$46.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 11.0% |
$32.4K - $41.8K
|
3.13K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
305+ 3.03% |
$31.8K - $41.2K
|
10.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.34% |
$31.6K - $40.9K
|
90.2K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
302New |
$31.5K - $40.8K
|
302
$42.5K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
301+ 1.67% |
$31.4K - $40.6K
|
18.4K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
293New |
$30.6K - $39.6K
|
293
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
292+ 0.43% |
$30.5K - $39.4K
|
67.5K
$9.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
290+ 12.09% |
$30.3K - $39.1K
|
2.69K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
289New |
$30.2K - $39K
|
289
$40.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287+ 7.2% |
$30K - $38.7K
|
4.27K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285+ 2.58% |
$29.8K - $38.5K
|
11.3K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
281New |
$29.3K - $37.9K
|
281
$39.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
277+ 0.62% |
$28.9K - $37.4K
|
44.7K
$6.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
274+ 1.16% |
$28.6K - $37K
|
23.9K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
273New |
$28.5K - $36.9K
|
273
$38.4K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
272+ 0.56% |
$28.4K - $36.7K
|
48.4K
$6.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
268+ 5.81% |
$28K - $36.2K
|
4.88K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 13.29% |
$27.8K - $35.9K
|
2.27K
$319K
|