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 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-210- 3.59% |
$21.9K - $28.3K
|
5.64K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-213- 0.57% |
$22.2K - $28.8K
|
37K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-214- 8.27% |
$22.3K - $28.9K
|
2.38K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-220- 5.65% |
$23K - $29.7K
|
3.68K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-220- 8.08% |
$23K - $29.7K
|
2.5K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-226- 2.68% |
$23.6K - $30.5K
|
8.2K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-228- 7.16% |
$23.8K - $30.8K
|
2.96K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-228- 0.61% |
$23.8K - $30.8K
|
37.4K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-237- 1.46% |
$24.7K - $32K
|
15.9K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-240- 9.52% |
$25.1K - $32.4K
|
2.28K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-242- 4.55% |
$25.3K - $32.7K
|
5.07K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-243- 11.51% |
$25.4K - $32.8K
|
1.87K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-245- 8.83% |
$25.6K - $33.1K
|
2.53K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-254- 2.1% |
$26.5K - $34.3K
|
11.8K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-257- 0.24% |
$26.8K - $34.7K
|
106K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 5.45% |
$27.5K - $35.5K
|
4.56K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-264- 48.44% |
$27.6K - $35.6K
|
281
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-266- 39.41% |
$27.8K - $35.9K
|
409
$56.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-270- 1.3% |
$28.2K - $36.4K
|
20.5K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-271- 2.62% |
$28.3K - $36.6K
|
10.1K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-273- 2.14% |
$28.5K - $36.9K
|
12.5K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-273- 12.36% |
$28.5K - $36.9K
|
1.94K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-275- 13.49% |
$28.7K - $37.1K
|
1.76K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-293- 6.06% |
$30.6K - $39.6K
|
4.54K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-299- 7.96% |
$31.2K - $40.4K
|
3.46K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-299- 0.78% |
$31.2K - $40.4K
|
38K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 3.82% |
$31.3K - $40.5K
|
7.55K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-300- 7.31% |
$31.3K - $40.5K
|
3.81K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-305- 5.21% |
$31.8K - $41.2K
|
5.55K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 1.62% |
$32K - $41.3K
|
18.6K
$2.58M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-320- 3.43% |
$33.4K - $43.2K
|
9K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-323- 1.85% |
$33.7K - $43.6K
|
17.1K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-325- 4.65% |
$33.9K - $43.9K
|
6.67K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-327- 4.01% |
$34.1K - $44.1K
|
7.83K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-330- 8.09% |
$34.5K - $44.5K
|
3.75K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-331- 1.45% |
$34.6K - $44.7K
|
22.5K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-333- 0.92% |
$34.8K - $45K
|
35.7K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-343- 2.91% |
$35.8K - $46.3K
|
11.5K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.25K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 10.52% |
$36.5K - $47.2K
|
2.98K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-350- 9.52% |
$36.5K - $47.2K
|
3.33K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-353- 0.71% |
$36.9K - $47.7K
|
49.1K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-361- 0.26% |
$37.7K - $48.7K
|
138K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-373- 17.61% |
$38.9K - $50.4K
|
1.75K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-375- 1.46% |
$39.2K - $50.6K
|
25.3K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-377- 5.7% |
$39.4K - $50.9K
|
6.24K
$867K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-377- 3.64% |
$39.4K - $50.9K
|
9.98K
$1.39M
|