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 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
183+ 2.68% |
$15.8K - $18.6K
|
7.02K
$839K
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
180+ 20.88% |
$15.5K - $18.3K
|
1.04K
$124K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
178+ 5.68% |
$15.3K - $18.1K
|
3.31K
$396K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
176+ 4.96% |
$15.2K - $17.9K
|
3.73K
$445K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
175New |
$15.1K - $17.8K
|
175
$20.9K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
173+ 1.44% |
$14.9K - $17.6K
|
12.2K
$1.45M
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
172+ 2.32% |
$14.8K - $17.5K
|
7.6K
$908K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
170+ 2.16% |
$14.7K - $17.3K
|
8.03K
$959K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
167+ 3.02% |
$14.4K - $17K
|
5.69K
$680K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
164+ 5.47% |
$14.1K - $16.7K
|
3.16K
$378K
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
162+ 7.26% |
$14K - $16.4K
|
2.39K
$286K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
154New |
$13.3K - $15.6K
|
154
$18.4K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
153+ 6.64% |
$13.2K - $15.5K
|
2.46K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
152+ 0.34% |
$13.1K - $15.4K
|
44.4K
$5.3M
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
152+ 0.75% |
$13.1K - $15.4K
|
20.5K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
151+ 1.42% |
$13K - $15.3K
|
10.8K
$1.29M
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
150+ 7.06% |
$12.9K - $15.2K
|
2.27K
$272K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
149+ 4.39% |
$12.8K - $15.1K
|
3.54K
$423K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
148+ 0.3% |
$12.8K - $15K
|
49.2K
$5.88M
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
146+ 2.93% |
$12.6K - $14.8K
|
5.13K
$612K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
145+ 6.57% |
$12.5K - $14.7K
|
2.35K
$281K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 2.04% |
$12.4K - $14.6K
|
7.2K
$860K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
143+ 4.71% |
$12.3K - $14.5K
|
3.18K
$380K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
141+ 2.25% |
$12.2K - $14.3K
|
6.41K
$765K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
140+ 2.82% |
$12.1K - $14.2K
|
5.1K
$609K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
137+ 22.1% |
$11.8K - $13.9K
|
757
$90.4K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
137+ 0.49% |
$11.8K - $13.9K
|
28K
$3.34M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
135New |
$11.6K - $13.7K
|
135
$16.1K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
131+ 0.69% |
$11.3K - $13.3K
|
19K
$2.27M
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130+ 0.76% |
$11.2K - $13.2K
|
17.3K
$2.07M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$10.8K - $12.7K
|
125
$14.9K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
124+ 2.27% |
$10.7K - $12.6K
|
5.6K
$669K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
124+ 0.72% |
$10.7K - $12.6K
|
17.4K
$2.07M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
117+ 0.74% |
$10.1K - $11.9K
|
16K
$1.91M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.99% |
$9.91K - $11.7K
|
11.8K
$1.41M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
113+ 0.74% |
$9.74K - $11.5K
|
15.4K
$1.84M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111+ 45.31% |
$9.57K - $11.3K
|
356
$42.5K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
109New |
$9.39K - $11.1K
|
109
$13K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
107+ 0.7% |
$9.22K - $10.9K
|
15.4K
$1.84M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 112.9% |
$9.05K - $10.7K
|
198
$23.6K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
104+ 1.64% |
$8.96K - $10.6K
|
6.43K
$768K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
104+ 0.85% |
$8.96K - $10.6K
|
12.3K
$1.47M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
102New |
$8.79K - $10.4K
|
102
$12.2K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$8.62K - $10.2K
|
100
$11.9K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$8.62K - $10.2K
|
100
$11.9K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$8.62K - $10.2K
|
100
$11.9K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
99+ 0.1% |
$8.53K - $10.1K
|
102K
$12.2M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 2.94% |
$8.36K - $9.85K
|
3.4K
$405K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
96+ 24.0% |
$8.27K - $9.75K
|
496
$59.2K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95New |
$8.19K - $9.65K
|
95
$11.3K
|