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 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.11KNew |
$95.8K - $113K
|
1.11K
$133K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 18.78% |
$95.4K - $112K
|
7K
$836K
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.08K+ 8.56% |
$93.1K - $110K
|
13.7K
$1.64M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.07K+ 8.59% |
$92.6K - $109K
|
13.6K
$1.62M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 31.57% |
$92.1K - $109K
|
4.46K
$532K
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.07K+ 133.29% |
$91.8K - $108K
|
1.86K
$223K
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
1.06K+ 11.72% |
$90.9K - $107K
|
10.1K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 19.71% |
$89.6K - $105K
|
6.31K
$754K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.03K+ 20.9% |
$89.1K - $105K
|
5.98K
$714K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03K+ 27.82% |
$88.6K - $104K
|
4.72K
$564K
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 2.3% |
$86.6K - $102K
|
44.6K
$5.33M
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1K+ 33.33% |
$86.2K - $102K
|
4K
$478K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
996+ 2.83% |
$85.8K - $101K
|
36.1K
$4.32M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
977+ 139.57% |
$84.2K - $99.2K
|
1.68K
$200K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
965+ 3.13% |
$83.2K - $98K
|
31.8K
$3.79M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
941+ 4.01% |
$81.1K - $95.5K
|
24.4K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
937+ 22.6% |
$80.8K - $95.1K
|
5.08K
$607K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
936+ 1.12% |
$80.7K - $95K
|
84.7K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
930+ 4.43% |
$80.2K - $94.4K
|
21.9K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
906+ 0.05% |
$78.1K - $92K
|
1.99M
$237M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
900+ 28.85% |
$77.6K - $91.4K
|
4.02K
$480K
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
887+ 2.62% |
$76.5K - $90.1K
|
34.7K
$4.15M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
882+ 25.99% |
$76K - $89.5K
|
4.28K
$511K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
871+ 17.79% |
$75.1K - $88.4K
|
5.77K
$689K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
868+ 6.22% |
$74.8K - $88.1K
|
14.8K
$1.77M
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
865+ 3.63% |
$74.6K - $87.8K
|
24.7K
$2.95M
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
863+ 8.22% |
$74.4K - $87.6K
|
11.4K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
856+ 16.18% |
$73.8K - $86.9K
|
6.15K
$734K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
847New |
$73K - $86K
|
847
$101K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
825New |
$71.1K - $83.8K
|
825
$98.5K
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
782+ 3.12% |
$67.4K - $79.4K
|
25.9K
$3.09M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
766+ 0.43% |
$66K - $77.8K
|
181K
$21.6M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
755+ 11.73% |
$65.1K - $76.7K
|
7.19K
$859K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
736+ 0.42% |
$63.4K - $74.7K
|
176K
$21M
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
736+ 13.22% |
$63.4K - $74.7K
|
6.3K
$753K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 5.49% |
$61.7K - $72.7K
|
13.8K
$1.64M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
710+ 16.55% |
$61.2K - $72.1K
|
5K
$597K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
692+ 2.13% |
$59.6K - $70.3K
|
33.1K
$3.96M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
673+ 6.68% |
$58K - $68.3K
|
10.7K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
669+ 18.41% |
$57.7K - $67.9K
|
4.3K
$514K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
665+ 175.0% |
$57.3K - $67.5K
|
1.05K
$125K
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
635+ 22.4% |
$54.7K - $64.5K
|
3.47K
$414K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 11.11% |
$52.6K - $61.9K
|
6.1K
$729K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
604+ 13.64% |
$52.1K - $61.3K
|
5.03K
$601K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
601+ 8.98% |
$51.8K - $61K
|
7.29K
$871K
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
590+ 4.28% |
$50.9K - $59.9K
|
14.4K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
569+ 10.46% |
$49K - $57.8K
|
6.01K
$718K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
569+ 10.4% |
$49K - $57.8K
|
6.04K
$722K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
568New |
$49K - $57.7K
|
568
$67.8K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
563+ 2.23% |
$48.5K - $57.2K
|
25.8K
$3.08M
|