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 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
752+ 1.12% |
$78.5K - $102K
|
67.8K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
751+ 20.05% |
$78.4K - $101K
|
4.5K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
741New |
$77.4K - $100K
|
741
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
727+ 5.15% |
$75.9K - $98.1K
|
14.8K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
726+ 10.33% |
$75.8K - $98K
|
7.75K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
714+ 2.2% |
$74.6K - $96.4K
|
33.1K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711+ 6.84% |
$74.2K - $96K
|
11.1K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 3.29% |
$72.4K - $93.5K
|
21.7K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
689+ 11.2% |
$71.9K - $93K
|
6.84K
$939K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
687+ 2.65% |
$71.7K - $92.7K
|
26.6K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
680+ 0.22% |
$71K - $91.8K
|
314K
$43.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
679+ 5.59% |
$70.9K - $91.7K
|
12.8K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
676+ 2.81% |
$70.6K - $91.3K
|
24.7K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
675+ 2.89% |
$70.5K - $91.1K
|
24K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
673+ 8.87% |
$70.3K - $90.8K
|
8.26K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
670New |
$70K - $90.4K
|
670
$92K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
657+ 1.9% |
$68.6K - $88.7K
|
35.3K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
655+ 3.41% |
$68.4K - $88.4K
|
19.9K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
652+ 0.32% |
$68.1K - $88K
|
203K
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
637+ 24.7% |
$66.5K - $86K
|
3.22K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
636+ 0.87% |
$66.4K - $85.9K
|
73.8K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
626+ 22.81% |
$65.4K - $84.5K
|
3.37K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
604+ 23.23% |
$63.1K - $81.5K
|
3.2K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
589New |
$61.5K - $79.5K
|
589
$80.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
586+ 19.43% |
$61.2K - $79.1K
|
3.6K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
584+ 4.48% |
$61K - $78.8K
|
13.6K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
578+ 7.06% |
$60.4K - $78K
|
8.76K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
572+ 8.58% |
$59.7K - $77.2K
|
7.24K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
566+ 49.52% |
$59.1K - $76.4K
|
1.71K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
560New |
$58.5K - $75.6K
|
560
$76.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
557+ 0.71% |
$58.2K - $75.2K
|
79.2K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
545+ 2.46% |
$56.9K - $73.6K
|
22.7K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
536+ 3.76% |
$56K - $72.4K
|
14.8K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
535+ 2.56% |
$55.9K - $72.2K
|
21.4K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
529+ 50.91% |
$55.2K - $71.4K
|
1.57K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
528+ 54.15% |
$55.1K - $71.3K
|
1.5K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
526+ 0.53% |
$54.9K - $71K
|
99.4K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
516+ 2.14% |
$53.9K - $69.7K
|
24.6K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
514+ 0.41% |
$53.7K - $69.4K
|
127K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
510+ 15.06% |
$53.3K - $68.8K
|
3.9K
$535K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
510New |
$53.3K - $68.8K
|
510
$70K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
503+ 3.37% |
$52.5K - $67.9K
|
15.4K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
500+ 19.23% |
$52.2K - $67.5K
|
3.1K
$426K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
492+ 14.05% |
$51.4K - $66.4K
|
3.99K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
492+ 20.31% |
$51.4K - $66.4K
|
2.91K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
487+ 9.65% |
$50.9K - $65.7K
|
5.54K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
485+ 17.07% |
$50.6K - $65.5K
|
3.33K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
483+ 14.78% |
$50.4K - $65.2K
|
3.75K
$515K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$66.2K
|