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 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
143+ 5.92% |
$14.9K - $19.3K
|
2.56K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
143New |
$14.9K - $19.3K
|
143
$20.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
142+ 1.28% |
$14.8K - $19.2K
|
11.3K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
141+ 0.39% |
$14.7K - $19K
|
36K
$5.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
140+ 21.47% |
$14.6K - $18.9K
|
792
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
138+ 14.23% |
$14.4K - $18.6K
|
1.11K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 104.65% |
$14.1K - $18.2K
|
264
$37.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
131+ 0.77% |
$13.7K - $17.7K
|
17.2K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
130+ 5.31% |
$13.6K - $17.5K
|
2.58K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 5.33% |
$13.6K - $17.5K
|
2.57K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
130+ 2.85% |
$13.6K - $17.5K
|
4.69K
$659K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
126+ 5.22% |
$13.2K - $17K
|
2.54K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
126+ 0.61% |
$13.2K - $17K
|
20.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
125+ 2.9% |
$13.1K - $16.9K
|
4.43K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
124+ 2.2% |
$12.9K - $16.7K
|
5.76K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
124New |
$12.9K - $16.7K
|
124
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
124+ 0.4% |
$12.9K - $16.7K
|
30.8K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
122+ 0.38% |
$12.7K - $16.5K
|
32.4K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
119New |
$12.4K - $16.1K
|
119
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
114+ 1.58% |
$11.9K - $15.4K
|
7.31K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 0.5% |
$11.8K - $15.3K
|
22.6K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
110+ 1.3% |
$11.5K - $14.8K
|
8.56K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
106+ 2.3% |
$11.1K - $14.3K
|
4.72K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
103+ 0.46% |
$10.8K - $13.9K
|
22.5K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 4.59% |
$10.7K - $13.8K
|
2.32K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
102+ 4.68% |
$10.7K - $13.8K
|
2.28K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
102+ 3.96% |
$10.7K - $13.8K
|
2.68K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
101+ 0.82% |
$10.5K - $13.6K
|
12.4K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
100+ 4.9% |
$10.4K - $13.5K
|
2.14K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$10.4K - $13.5K
|
100
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99+ 2.67% |
$10.3K - $13.4K
|
3.8K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
96+ 3.87% |
$10K - $13K
|
2.58K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 3.31% |
$10K - $13K
|
3K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
96+ 0.99% |
$10K - $13K
|
9.79K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
96+ 3.71% |
$10K - $13K
|
2.68K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95+ 1.21% |
$9.92K - $12.8K
|
7.97K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
93+ 1.5% |
$9.71K - $12.6K
|
6.31K
$888K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
90+ 3.45% |
$9.4K - $12.1K
|
2.7K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
90+ 2.92% |
$9.4K - $12.1K
|
3.18K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 1.35% |
$9.4K - $12.1K
|
6.74K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
90+ 0.14% |
$9.4K - $12.1K
|
64.8K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
90+ 1.8% |
$9.4K - $12.1K
|
5.1K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
89New |
$9.29K - $12K
|
89
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
87+ 3.27% |
$9.08K - $11.7K
|
2.75K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.45% |
$9.08K - $11.7K
|
3.64K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
83+ 0.03% |
$8.67K - $11.2K
|
266K
$37.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
81+ 2.87% |
$8.46K - $10.9K
|
2.91K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81+ 3.08% |
$8.46K - $10.9K
|
2.71K
$381K
|