Latest Institutional Purchases of Morgan Stanley (MS)
This list provides information on the latest institutional transactions involving Morgan Stanley (MS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 45.62% |
$405K - $477K
|
15K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.68K+ 7.45% |
$404K - $476K
|
67.6K
$8.07M
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.65K+ 1.82% |
$401K - $473K
|
261K
$31.1M
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
4.5K+ 6.55% |
$388K - $457K
|
73.2K
$8.75M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
4.33K+ 1.39% |
$373K - $439K
|
315K
$37.7M
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.26KNew |
$367K - $432K
|
4.26K
$509K
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.11K+ 179.24% |
$354K - $417K
|
6.4K
$765K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.03KNew |
$348K - $410K
|
4.03K
$482K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.99K+ 27.77% |
$344K - $405K
|
18.4K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.87K+ 4.55% |
$334K - $393K
|
89.1K
$10.6M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.83K+ 4.85% |
$330K - $389K
|
82.8K
$9.89M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.79K+ 3.47% |
$326K - $385K
|
113K
$13.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.78K+ 3.85% |
$326K - $383K
|
102K
$12.2M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.71KNew |
$320K - $376K
|
3.71K
$443K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 8.56% |
$318K - $375K
|
46.8K
$5.59M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.64KNew |
$314K - $370K
|
3.64K
$435K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.53KNew |
$304K - $359K
|
3.53K
$422K
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.53K+ 6.98% |
$304K - $358K
|
54.1K
$6.46M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.48K+ 44.91% |
$300K - $354K
|
11.2K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 1.55% |
$284K - $335K
|
215K
$25.7M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.27K+ 32.18% |
$282K - $332K
|
13.4K
$1.61M
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
3.25K+ 116.91% |
$280K - $330K
|
6.03K
$720K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.24K+ 25.27% |
$279K - $329K
|
16.1K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.23KNew |
$278K - $328K
|
3.23K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21K+ 5.16% |
$277K - $326K
|
65.5K
$7.82M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.19K+ 1.99% |
$275K - $324K
|
163K
$19.5M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.12K+ 26.69% |
$269K - $316K
|
14.8K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.05K+ 2.15% |
$263K - $310K
|
145K
$17.3M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.01K+ 20.52% |
$260K - $306K
|
17.7K
$2.11M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.98KNew |
$257K - $303K
|
2.98K
$356K
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.98KNew |
$257K - $303K
|
2.98K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.95KNew |
$254K - $299K
|
2.95K
$352K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$252K - $297K
|
2.92K
$349K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$252K - $297K
|
2.92K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.91KNew |
$251K - $296K
|
2.91K
$348K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.91K+ 21.31% |
$251K - $296K
|
16.6K
$1.98M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.91KNew |
$251K - $295K
|
2.91K
$347K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 1.24% |
$246K - $290K
|
233K
$27.8M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.84KNew |
$245K - $288K
|
2.84K
$339K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.72KNew |
$234K - $276K
|
2.72K
$325K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.68K+ 12.4% |
$231K - $272K
|
24.2K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.64KNew |
$228K - $268K
|
2.64K
$316K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.64K+ 7.02% |
$227K - $268K
|
40.3K
$4.81M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.6K+ 7.18% |
$224K - $264K
|
38.8K
$4.64M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59K+ 27.13% |
$223K - $263K
|
12.1K
$1.45M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.58K+ 0.61% |
$222K - $261K
|
425K
$50.7M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.56KNew |
$221K - $260K
|
2.56K
$306K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.55KNew |
$220K - $259K
|
2.55K
$305K
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$217K - $256K
|
2.52K
$301K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$299K
|