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 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.89% |
$1.2K - $1.39K
|
1.47K
$176K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-74- 11.0% |
$6.81K - $7.92K
|
599
$71.5K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
215+ 9.28% |
$19.8K - $23K
|
2.53K
$303K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.9% |
$19.5K - $22.7K
|
23.3K
$2.79M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.48K+ 131.82% |
$136K - $158K
|
2.6K
$311K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-748- 9.16% |
$68.9K - $80K
|
7.42K
$886K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
242+ 2.94% |
$22.3K - $25.9K
|
8.47K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$318K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$67.8K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.23% |
$1.66K - $1.93K
|
7.72K
$921K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.49K+ 14.94% |
$137K - $159K
|
11.4K
$1.37M
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.98% |
$1.93K - $2.25K
|
2.16K
$258K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$2.88M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2K+ 20.0% |
$184K - $214K
|
12K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
304+ 1.64% |
$28K - $32.5K
|
18.9K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$233K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
363+ 98.91% |
$33.4K - $38.8K
|
730
$87.2K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.2K+ 4.13% |
$1.3M - $1.51M
|
357K
$42.6M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.6K - $5.35K
|
19.2K
$2.3M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$2.8M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
100+ 0.3% |
$9.21K - $10.7K
|
33.9K
$4.04M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-5.83K- 73.02% |
$537K - $624K
|
2.16K
$257K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.96% |
$1.57K - $1.82K
|
1.79K
$214K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-39- 3.3% |
$3.59K - $4.17K
|
1.14K
$137K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$266K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.98K+ 3.87% |
$551K - $640K
|
160K
$19.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9K+ 4.21% |
$820K - $952K
|
220K
$26.3M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
158+ 0.21% |
$14.5K - $16.9K
|
73.8K
$8.81M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-61- 2.97% |
$5.62K - $6.52K
|
2K
$238K
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$651K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
536+ 8.12% |
$49.3K - $57.3K
|
7.14K
$853K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
399+ 17.64% |
$36.7K - $42.7K
|
2.66K
$318K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$231K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
573+ 1.18% |
$52.8K - $61.3K
|
49.1K
$5.87M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$715K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.8K+ 13.06% |
$992K - $1.15M
|
93.3K
$11.1M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31- 12.97% |
$2.85K - $3.32K
|
208
$24.8K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.8K+ 13.99% |
$166K - $193K
|
14.7K
$1.75M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.33K- 44.82% |
$307K - $357K
|
4.11K
$490K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
8.44KNew |
$777K - $903K
|
8.44K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.92K+ 5.12% |
$177K - $205K
|
39.4K
$4.7M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.98K+ 322.9% |
$643K - $747K
|
9.14K
$1.09M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
356+ 11.9% |
$32.8K - $38.1K
|
3.35K
$400K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
44+ 0.93% |
$4.05K - $4.71K
|
4.79K
$572K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 2.59% |
$6.35K - $7.38K
|
2.59K
$310K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-63.3K- 12.43% |
$5.83M - $6.77M
|
446K
$53.3M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.52K- 1.86% |
$140K - $163K
|
80.2K
$9.58M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.38M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-31.3K- 3.03% |
$2.88M - $3.34M
|
1M
$119M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 1.36% |
$3.59K - $4.17K
|
2.83K
$338K
|