Latest Institutional Transactions on Morgan Stanley (MS)
This table provides information on the latest institutional transactions involving Morgan Stanley (MS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.83% |
$367K - $426K
|
145K
$17.3M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.62K+ 7.75% |
$149K - $173K
|
22.5K
$2.68M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
69+ 2.94% |
$6.35K - $7.38K
|
2.42K
$289K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 1.0% |
$644 - $749
|
708
$84.6K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$11.9K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.96% |
$1.75K - $2.03K
|
2.01K
$240K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
113+ 0.32% |
$10.4K - $12.1K
|
35.8K
$4.28M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$2.69M
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-32- 0.28% |
$2.95K - $3.42K
|
11.4K
$1.36M
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
37+ 1.76% |
$3.41K - $3.96K
|
2.14K
$256K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 0.76% |
$1.07M - $1.25M
|
1.51M
$181M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.64K- 31.37% |
$335K - $389K
|
7.95K
$950K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.94K+ 95.03% |
$639K - $743K
|
14.2K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$99.5K - $116K
|
21K
$2.51M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-124- 0.37% |
$11.4K - $13.3K
|
33K
$3.94M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.14M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 72.74% |
$587K - $682K
|
15.1K
$1.81M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
150+ 0.43% |
$13.8K - $16K
|
34.7K
$4.15M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$174K - $202K
|
1.89K
$226K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.13KNew |
$749K - $870K
|
8.13K
$972K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$243K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
388+ 3.79% |
$35.7K - $41.5K
|
10.6K
$1.27M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 9.06% |
$213K - $248K
|
27.9K
$3.33M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 5.65% |
$98.1K - $114K
|
19.9K
$2.38M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97New |
$8.93K - $10.4K
|
97
$11.6K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
203+ 8.73% |
$18.7K - $21.7K
|
2.53K
$302K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-246- 8.11% |
$22.6K - $26.3K
|
2.79K
$333K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
740+ 7.13% |
$68.1K - $79.2K
|
11.1K
$1.33M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 28.72% |
$168K - $195K
|
8.18K
$977K
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15KNew |
$1.38M - $1.6M
|
15K
$1.79M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
64.3K+ 185.59% |
$5.92M - $6.87M
|
98.9K
$11.8M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.1K+ 104.06% |
$745K - $866K
|
15.9K
$1.9M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.35K+ 15.06% |
$401K - $465K
|
33.2K
$3.97M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
429+ 2.65% |
$39.5K - $45.9K
|
16.6K
$1.99M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-221- 2.0% |
$20.3K - $23.6K
|
10.8K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770+ 5.04% |
$70.9K - $82.4K
|
16K
$1.92M
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$254K - $295K
|
2.76K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 2.94% |
$184 - $214
|
66
$7.88K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
361+ 1.55% |
$33.2K - $38.6K
|
23.7K
$2.83M
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-82- 3.11% |
$7.55K - $8.77K
|
2.56K
$305K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.21% |
$4.24K - $4.92K
|
3.85K
$460K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
941+ 2.12% |
$86.6K - $101K
|
45.3K
$5.41M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.29K+ 5.1% |
$119K - $138K
|
26.6K
$3.17M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.39K+ 11.38% |
$128K - $148K
|
13.6K
$1.62M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$237K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 0.77% |
$1.84K - $2.14K
|
2.62K
$313K
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$246K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 2.0% |
$97K - $113K
|
51.7K
$6.17M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 12.42% |
$280K - $325K
|
27.5K
$3.29M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
931+ 10.85% |
$85.7K - $99.6K
|
9.51K
$1.14M
|