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 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-583- 15.45% |
$60.9K - $78.7K
|
3.19K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-586- 15.16% |
$61.2K - $79.1K
|
3.28K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-586- 1.13% |
$61.2K - $79.1K
|
51.1K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-593- 24.67% |
$61.9K - $80K
|
1.81K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-600- 3.04% |
$62.7K - $81K
|
19.1K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-607- 3.56% |
$63.4K - $81.9K
|
16.5K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-608- 8.64% |
$63.5K - $82.1K
|
6.43K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-608- 0.33% |
$63.5K - $82.1K
|
184K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-609- 1.24% |
$63.6K - $82.2K
|
48.5K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 4.29% |
$65.4K - $84.5K
|
14K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-636- 0.86% |
$66.4K - $85.9K
|
73.1K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-636- 19.89% |
$66.4K - $85.9K
|
2.56K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-638- 22.23% |
$66.6K - $86.1K
|
2.23K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-639- 3.5% |
$66.7K - $86.3K
|
17.6K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-655- 11.18% |
$68.4K - $88.4K
|
5.2K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-655- 12.01% |
$68.4K - $88.4K
|
4.8K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-670- 1.49% |
$70K - $90.4K
|
44.3K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-672- 3.86% |
$70.2K - $90.7K
|
16.7K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-676- 2.25% |
$70.6K - $91.3K
|
29.3K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-680- 1.85% |
$71K - $91.8K
|
36.2K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-685- 2.92% |
$71.5K - $92.5K
|
22.8K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-693- 14.39% |
$72.4K - $93.5K
|
4.12K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-694- 14.47% |
$72.5K - $93.7K
|
4.1K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 3.59% |
$73.1K - $94.5K
|
18.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-701- 3.14% |
$73.2K - $94.6K
|
21.7K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-704- 6.24% |
$73.5K - $95K
|
10.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-719- 0.93% |
$75.1K - $97.1K
|
76.3K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-720- 12.2% |
$75.2K - $97.2K
|
5.18K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-725- 6.13% |
$75.7K - $97.9K
|
11.1K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-731- 6.45% |
$76.3K - $98.7K
|
10.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-743- 28.1% |
$77.6K - $100K
|
1.9K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-756- 5.6% |
$78.9K - $102K
|
12.7K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-763- 0.63% |
$79.7K - $103K
|
120K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-763- 0.51% |
$79.7K - $103K
|
149K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-793- 55.85% |
$82.8K - $107K
|
627
$87.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-800- 1.96% |
$83.5K - $108K
|
40.1K
$5.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-802- 12.24% |
$83.7K - $108K
|
5.75K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-803- 0.47% |
$83.8K - $108K
|
169K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-808- 2.28% |
$84.4K - $109K
|
34.7K
$4.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-809- 2.07% |
$84.5K - $109K
|
38.2K
$5.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-811- 0.91% |
$84.7K - $109K
|
88.4K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-828- 0.42% |
$86.5K - $112K
|
196K
$27.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-829- 1.86% |
$86.6K - $112K
|
43.8K
$6.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-830- 6.2% |
$86.7K - $112K
|
12.6K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-832- 16.83% |
$86.9K - $112K
|
4.11K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-839- 21.58% |
$87.6K - $113K
|
3.05K
$424K
|