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 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.5K+ 1.19% |
$215K - $254K
|
213K
$25.5M
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.44K+ 17.6% |
$210K - $248K
|
16.3K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.44K+ 1.49% |
$210K - $247K
|
166K
$19.8M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.42K+ 10.77% |
$208K - $245K
|
24.9K
$2.97M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$207K - $244K
|
2.4K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.39KNew |
$206K - $243K
|
2.39K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$206K - $243K
|
2.39K
$285K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.38KNew |
$205K - $242K
|
2.38K
$284K
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.38K+ 0.45% |
$205K - $241K
|
533K
$63.6M
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$204K - $240K
|
2.37K
$282K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 8.24% |
$203K - $240K
|
31K
$3.7M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.36KNew |
$203K - $239K
|
2.36K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.36K+ 4.42% |
$203K - $239K
|
55.7K
$6.65M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.35K+ 93.85% |
$203K - $239K
|
4.86K
$580K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$202K - $238K
|
2.35K
$280K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.32K+ 3.72% |
$200K - $236K
|
64.7K
$7.73M
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
2.31K+ 6.66% |
$199K - $234K
|
37K
$4.42M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.3KNew |
$199K - $234K
|
2.3K
$275K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.3K+ 0.65% |
$199K - $234K
|
356K
$42.5M
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
2.3KNew |
$198K - $234K
|
2.3K
$275K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.29K+ 6.74% |
$197K - $233K
|
36.3K
$4.33M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.28KNew |
$196K - $231K
|
2.28K
$272K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.25K+ 45.7% |
$193K - $228K
|
7.16K
$855K
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.24KNew |
$193K - $227K
|
2.24K
$267K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
2.23KNew |
$192K - $227K
|
2.23K
$266K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.21K+ 1.42% |
$191K - $225K
|
158K
$18.8M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.2KNew |
$189K - $223K
|
2.2K
$262K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 42.47% |
$185K - $218K
|
7.22K
$862K
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.14KNew |
$184K - $217K
|
2.14K
$255K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.13KNew |
$184K - $216K
|
2.13K
$255K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$253K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.12KNew |
$182K - $215K
|
2.12K
$253K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2.11KNew |
$182K - $215K
|
2.11K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.11K+ 12.89% |
$182K - $215K
|
18.5K
$2.21M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.11KNew |
$182K - $214K
|
2.11K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 68.98% |
$182K - $214K
|
5.16K
$616K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$251K
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.09KNew |
$180K - $213K
|
2.09K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.09KNew |
$180K - $212K
|
2.09K
$250K
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.09KNew |
$180K - $212K
|
2.09K
$250K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$248K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 1.58% |
$178K - $210K
|
133K
$15.9M
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.06KNew |
$177K - $209K
|
2.06K
$246K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.06KNew |
$177K - $209K
|
2.06K
$246K
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.03K+ 127.02% |
$175K - $206K
|
3.62K
$432K
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.02K+ 0.03% |
$174K - $205K
|
7.15M
$854M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 27.03% |
$161K - $189K
|
8.77K
$1.05M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.82K+ 68.84% |
$157K - $185K
|
4.46K
$533K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.81K+ 13.04% |
$156K - $184K
|
15.7K
$1.88M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.78K+ 1.47% |
$154K - $181K
|
123K
$14.7M
|