Purchases and Sales Made in Q4 2024 in Morgan Stanley (MS)

MS Quotes by TradingView

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 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
80
+ 0.65%
$8.35K - $10.8K
12.3K $1.73M
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
80
+ 0.61%
$8.35K - $10.8K
13.3K $1.87M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
79
New
$8.25K - $10.7K
79 $11.1K
Jan 17, 2025 Q4 2024
Perfromance Wealth Partners, LLC

BUY
 -
78
+ 2.67%
$8.14K - $10.5K
3K $423K
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
77
+ 1.78%
$8.04K - $10.4K
4.41K $620K
Jan 29, 2025 Q4 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
77
+ 0.08%
$8.04K - $10.4K
102K $14.4M
Feb 07, 2025 Q4 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
76
+ 1.63%
$7.94K - $10.3K
4.73K $665K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
73
+ 1.2%
$7.62K - $9.85K
6.16K $866K
Feb 10, 2025 Q4 2024
1 St Source Bank

BUY
 -
73
+ 0.46%
$7.62K - $9.85K
15.9K $2.24M
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
73
New
$7.62K - $9.85K
73 $10.3K
Feb 14, 2025 Q4 2024
Dunhill Financial, LLC

London, X0
BUY
 -
71
+ 61.21%
$7.41K - $9.58K
187 $26.3K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
70
+ 0.42%
$7.31K - $9.45K
16.7K $2.35M
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
70
+ 2.48%
$7.31K - $9.45K
2.9K $408K
Feb 13, 2025 Q4 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
70
+ 2.78%
$7.31K - $9.45K
2.59K $365K
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
68
+ 1.04%
$7.1K - $9.18K
6.6K $928K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
66
+ 6.55%
$6.89K - $8.91K
1.07K $151K
Jan 30, 2025 Q4 2024
First Merchants Corp

BUY
 -
66
+ 0.8%
$6.89K - $8.91K
8.33K $1.17M
Jan 22, 2025 Q4 2024
Buffington Mohr Mc Neal

BUY
 -
65
+ 0.57%
$6.79K - $8.77K
11.4K $1.61M
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
65
New
$6.79K - $8.77K
65 $9.15K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
64
+ 2.03%
$6.68K - $8.64K
3.21K $452K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
63
+ 7.06%
$6.58K - $8.5K
955 $134K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
62
+ 15.38%
$6.47K - $8.37K
465 $65.4K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
62
New
$6.47K - $8.37K
62 $8.72K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
60
+ 1.42%
$6.27K - $8.1K
4.28K $603K
Jan 21, 2025 Q4 2024
Patton Albertson Miller Group, LLC

BUY
 -
60
+ 0.75%
$6.27K - $8.1K
8.02K $1.13M
Feb 03, 2025 Q4 2024
Bank Of Stockton

BUY
 -
59
+ 0.78%
$6.16K - $7.96K
7.62K $1.07M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
59
New
$6.16K - $7.96K
59 $8.3K
Jan 13, 2025 Q4 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
58
+ 1.95%
$6.06K - $7.83K
3.03K $426K
Jan 27, 2025 Q4 2024
Ledyard National Bank

BUY
 -
57
+ 1.26%
$5.95K - $7.69K
4.59K $645K
Feb 07, 2025 Q4 2024
Net Worth Advisory Group

Sandy, UT
BUY
 -
57
+ 0.7%
$5.95K - $7.69K
8.19K $1.15M
Feb 11, 2025 Q4 2024
Lcnb Corp

Lebanon, OH
BUY
 -
55
+ 2.76%
$5.74K - $7.42K
2.05K $288K
Feb 13, 2025 Q4 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
54
+ 2.63%
$5.64K - $7.29K
2.11K $297K
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
53
+ 1.86%
$5.53K - $7.15K
2.9K $408K
Jan 29, 2025 Q4 2024
Indiana Trust & Investment Management CO

BUY
 -
53
+ 3.95%
$5.53K - $7.15K
1.39K $196K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
53
New
$5.53K - $7.15K
53 $7.46K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
52
+ 64.2%
$5.43K - $7.02K
133 $18.7K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
51
New
$5.33K - $6.88K
51 $7.18K
Feb 10, 2025 Q4 2024
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
50
+ 1.39%
$5.22K - $6.75K
3.66K $515K
Feb 13, 2025 Q4 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
50
New
$5.22K - $6.75K
50 $7.04K
Jan 16, 2025 Q4 2024
New Hampshire Trust

Concord, NH
BUY
 -
48
+ 2.24%
$5.01K - $6.48K
2.19K $308K
Feb 13, 2025 Q4 2024
Lsv Asset Management

Chicago, IL
BUY
 -
48
+ 0.56%
$5.01K - $6.48K
8.65K $1.22M
Jan 13, 2025 Q4 2024
Sunflower Bank, N.A.

Denver, CO
BUY
 -
47
+ 2.17%
$4.91K - $6.34K
2.22K $312K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
47
New
$4.91K - $6.34K
47 $6.61K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
46
+ 6.21%
$4.8K - $6.21K
787 $111K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
46
+ 0.53%
$4.8K - $6.21K
8.71K $1.23M
Jan 17, 2025 Q4 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
45
+ 4.5%
$4.7K - $6.07K
1.04K $147K
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
45
New
$4.7K - $6.07K
45 $6.33K
Feb 12, 2025 Q4 2024
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
44
+ 1.58%
$4.59K - $5.94K
2.82K $397K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
43
+ 1.93%
$4.49K - $5.8K
2.27K $319K

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