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 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.72K- 7.63% |
$598K - $773K
|
69.2K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.79K- 0.36% |
$605K - $782K
|
1.6M
$219M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.94K- 1.01% |
$620K - $801K
|
583K
$79.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.98K- 3.37% |
$624K - $807K
|
171K
$23.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$627K - $810K
|
6K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-6K- 13.53% |
$627K - $810K
|
38.4K
$5.25M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.15K- 11.04% |
$642K - $830K
|
49.5K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.26K- 26.49% |
$654K - $845K
|
17.4K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-6.29K- 13.83% |
$657K - $849K
|
39.2K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.37K- 18.55% |
$665K - $859K
|
28K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6.51K- 2.28% |
$680K - $879K
|
279K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.64K- 1.26% |
$693K - $896K
|
520K
$71.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.66K- 31.43% |
$695K - $898K
|
14.5K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.74K- 3.92% |
$704K - $910K
|
165K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.83K- 14.49% |
$713K - $921K
|
40.3K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.92K- 2.87% |
$722K - $934K
|
234K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.21K- 2.79% |
$753K - $973K
|
251K
$34.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7.25K- 2.27% |
$757K - $979K
|
312K
$42.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.42K- 2.74% |
$775K - $1M
|
264K
$36.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.48K- 6.94% |
$781K - $1.01M
|
100K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.49K- 4.9% |
$782K - $1.01M
|
145K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-7.93K- 3.78% |
$828K - $1.07M
|
202K
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.16K- 0.54% |
$852K - $1.1M
|
1.51M
$206M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.17K- 5.09% |
$853K - $1.1M
|
152K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8.29K- 9.39% |
$866K - $1.12M
|
80K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.33K- 10.12% |
$870K - $1.12M
|
74K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.41K- 3.22% |
$878K - $1.13M
|
253K
$34.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.46K- 4.32% |
$883K - $1.14M
|
187K
$25.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.52K- 67.95% |
$890K - $1.15M
|
4.02K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.74K- 26.38% |
$913K - $1.18M
|
24.4K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.76K- 11.99% |
$914K - $1.18M
|
64.3K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.05K- 40.05% |
$945K - $1.22M
|
13.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.17K- 6.09% |
$957K - $1.24M
|
141K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9.2K- 40.79% |
$960K - $1.24M
|
13.4K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.71K- 46.35% |
$1.01M - $1.31M
|
11.2K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-10.2K- 21.14% |
$1.07M - $1.38M
|
38.2K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.6K- 12.95% |
$1.11M - $1.43M
|
71.4K
$9.76M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-10.7K- 10.45% |
$1.12M - $1.45M
|
92.1K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.9K- 0.96% |
$1.13M - $1.47M
|
1.12M
$153M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.9K- 6.74% |
$1.14M - $1.47M
|
151K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.7K- 3.24% |
$1.22M - $1.58M
|
348K
$47.6M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-11.8K- 2.47% |
$1.23M - $1.59M
|
465K
$63.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.3K- 81.21% |
$1.29M - $1.67M
|
2.86K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 4.98% |
$1.29M - $1.67M
|
235K
$32.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-12.8K- 65.55% |
$1.34M - $1.73M
|
6.75K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-13K- 1.57% |
$1.36M - $1.75M
|
813K
$111M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-13.3K- 0.88% |
$1.39M - $1.8M
|
1.49M
$204M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-13.4K- 11.8% |
$1.4M - $1.8M
|
99.9K
$13.7M
|