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 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-846- 8.62% |
$88.3K - $114K
|
8.97K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-847- 14.0% |
$88.4K - $114K
|
5.21K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-850- 19.23% |
$88.8K - $115K
|
3.57K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-852- 11.4% |
$89K - $115K
|
6.62K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-852- 17.88% |
$89K - $115K
|
3.91K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-875- 31.82% |
$91.4K - $118K
|
1.88K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-875- 12.88% |
$91.4K - $118K
|
5.92K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-877- 22.3% |
$91.6K - $118K
|
3.06K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-887- 0.38% |
$92.6K - $120K
|
230K
$32M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-896- 3.97% |
$93.6K - $121K
|
21.7K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-897- 27.31% |
$93.7K - $121K
|
2.39K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-905- 3.45% |
$94.5K - $122K
|
25.3K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-906- 5.06% |
$94.6K - $122K
|
17K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-909- 5.29% |
$94.9K - $123K
|
16.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-909- 3.46% |
$94.9K - $123K
|
25.4K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-920- 1.22% |
$96.1K - $124K
|
74.5K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-933- 11.45% |
$97.4K - $126K
|
7.21K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-936- 21.57% |
$97.7K - $126K
|
3.4K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-939- 1.05% |
$98.1K - $127K
|
88.5K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-962- 4.83% |
$100K - $130K
|
19K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-968- 1.42% |
$101K - $131K
|
67.1K
$9.32M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-975- 5.69% |
$102K - $132K
|
16.2K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.01K- 31.36% |
$105K - $136K
|
2.2K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.01K- 0.4% |
$105K - $136K
|
250K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.02K- 35.28% |
$106K - $137K
|
1.87K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.02K- 2.64% |
$106K - $138K
|
37.6K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.02K- 6.24% |
$107K - $138K
|
15.3K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02K- 12.75% |
$107K - $138K
|
7.01K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 11.85% |
$108K - $140K
|
7.72K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$6.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 6.95% |
$110K - $142K
|
14.1K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-1.06K- 3.97% |
$111K - $143K
|
25.7K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.06K- 18.1% |
$111K - $143K
|
4.8K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 16.44% |
$111K - $144K
|
5.42K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-1.08K- 20.78% |
$112K - $145K
|
4.1K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.09K- 1.13% |
$113K - $146K
|
95.2K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.11K- 13.88% |
$116K - $150K
|
6.89K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 3.48% |
$116K - $150K
|
30.9K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12K- 1.52% |
$117K - $151K
|
72.3K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.13K- 8.4% |
$118K - $153K
|
12.4K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-1.14K- 6.9% |
$119K - $154K
|
15.4K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 12.16% |
$121K - $156K
|
8.36K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-1.17K- 8.4% |
$122K - $158K
|
12.8K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.18K- 1.36% |
$123K - $159K
|
85.6K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.19K- 1.79% |
$124K - $160K
|
65.3K
$9.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.19K- 13.97% |
$124K - $161K
|
7.32K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.2K- 0.16% |
$126K - $163K
|
749K
$104M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.22K- 5.92% |
$127K - $164K
|
19.3K
$2.68M
|