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 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-3.25K- 60.8% |
$339K - $439K
|
2.1K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.26K- 1.41% |
$340K - $440K
|
229K
$31.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-3.36K- 7.49% |
$351K - $454K
|
41.5K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3.39K- 34.86% |
$353K - $457K
|
6.32K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.4K- 4.85% |
$355K - $459K
|
66.7K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.43K- 1.31% |
$358K - $463K
|
258K
$35.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.45K- 10.38% |
$361K - $466K
|
29.8K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.5K- 5.04% |
$365K - $472K
|
66K
$9.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-3.55K- 4.21% |
$371K - $479K
|
80.8K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.58K- 24.85% |
$373K - $483K
|
10.8K
$1.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.65K- 88.75% |
$381K - $492K
|
462
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.65K- 7.49% |
$381K - $492K
|
45.1K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.71K- 1.17% |
$388K - $501K
|
314K
$43.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.74K- 6.55% |
$391K - $505K
|
53.4K
$7.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.77K- 2.36% |
$393K - $508K
|
156K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4K- 16.89% |
$418K - $540K
|
19.7K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.01K- 3.25% |
$419K - $541K
|
120K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.15K- 9.91% |
$433K - $560K
|
37.7K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.17K- 21.71% |
$435K - $562K
|
15K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.26K- 13.47% |
$445K - $575K
|
27.4K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.3K- 98.0% |
$449K - $581K
|
88
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.38K- 31.14% |
$458K - $592K
|
9.69K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 57.08% |
$458K - $592K
|
3.3K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.43K- 5.18% |
$462K - $598K
|
81K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.5K- 6.73% |
$470K - $608K
|
62.4K
$8.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.54K- 35.12% |
$474K - $612K
|
8.38K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.55K- 55.94% |
$475K - $614K
|
3.58K
$498K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.69K- 2.97% |
$490K - $633K
|
153K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.73K- 34.63% |
$493K - $638K
|
8.92K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.8K- 1.06% |
$502K - $648K
|
447K
$62.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.84K- 7.77% |
$505K - $653K
|
57.4K
$7.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.92K- 5.21% |
$514K - $664K
|
89.6K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.96K- 4.5% |
$518K - $670K
|
105K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-5K- 5.0% |
$522K - $675K
|
95K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-5.11K- 4.41% |
$533K - $690K
|
111K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5.11K- 8.79% |
$534K - $690K
|
53K
$7.37M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.16K- 64.48% |
$539K - $696K
|
2.84K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-5.23K- 39.94% |
$546K - $706K
|
7.87K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.35K- 3.04% |
$559K - $722K
|
171K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.51K- 38.63% |
$575K - $744K
|
8.75K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-5.58K- 19.19% |
$582K - $753K
|
23.5K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.67K- 1.27% |
$592K - $765K
|
440K
$61.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.71K- 5.34% |
$596K - $770K
|
101K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.72K- 7.63% |
$598K - $773K
|
69.2K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.79K- 0.36% |
$605K - $782K
|
1.6M
$223M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.94K- 1.01% |
$620K - $801K
|
583K
$81.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.98K- 3.37% |
$624K - $807K
|
171K
$23.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$627K - $810K
|
6K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-6K- 13.53% |
$627K - $810K
|
38.4K
$5.33M
|