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 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
95+ 3.98% |
$8.19K - $9.65K
|
2.48K
$296K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
94+ 2.64% |
$8.1K - $9.54K
|
3.65K
$436K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 489.47% |
$8.02K - $9.44K
|
112
$13.4K
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
93+ 1.51% |
$8.02K - $9.44K
|
6.23K
$745K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 0.89% |
$7.93K - $9.34K
|
10.4K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
91+ 3.17% |
$7.84K - $9.24K
|
2.97K
$354K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
91+ 3.18% |
$7.84K - $9.24K
|
2.95K
$352K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
89+ 2.2% |
$7.67K - $9.04K
|
4.14K
$494K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
88+ 3.69% |
$7.58K - $8.93K
|
2.48K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
87+ 0.25% |
$7.5K - $8.83K
|
35K
$4.18M
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
87+ 0.94% |
$7.5K - $8.83K
|
9.32K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
86+ 2.59% |
$7.41K - $8.73K
|
3.41K
$407K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
85+ 4.69% |
$7.33K - $8.63K
|
1.9K
$226K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
83+ 8.0% |
$7.15K - $8.43K
|
1.12K
$134K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$7.15K - $8.43K
|
83
$9.91K
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
81+ 0.69% |
$6.98K - $8.22K
|
11.9K
$1.42M
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
75+ 60.0% |
$6.46K - $7.61K
|
200
$23.9K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 1.05% |
$6.46K - $7.61K
|
7.19K
$858K
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
74+ 0.03% |
$6.38K - $7.51K
|
236K
$28.2M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
73+ 0.38% |
$6.29K - $7.41K
|
19.4K
$2.32M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 21.39% |
$6.12K - $7.21K
|
403
$48.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
70+ 0.18% |
$6.03K - $7.11K
|
39.8K
$4.76M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 8.59% |
$5.95K - $7.01K
|
872
$104K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
68+ 0.43% |
$5.86K - $6.9K
|
15.7K
$1.88M
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
68+ 0.42% |
$5.86K - $6.9K
|
16.3K
$1.95M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
66+ 1.81% |
$5.69K - $6.7K
|
3.71K
$443K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.34K - $6.29K
|
62
$7.41K
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
61+ 2.32% |
$5.26K - $6.19K
|
2.69K
$321K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 1.35% |
$5.17K - $6.09K
|
4.5K
$538K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
57+ 1.0% |
$4.91K - $5.79K
|
5.75K
$686K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
56+ 4.19% |
$4.83K - $5.69K
|
1.39K
$166K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 2.14% |
$4.83K - $5.69K
|
2.67K
$319K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56+ 2.21% |
$4.83K - $5.69K
|
2.59K
$309K
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
56+ 1.48% |
$4.83K - $5.69K
|
3.85K
$460K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
56New |
$4.83K - $5.69K
|
56
$6.69K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
53+ 2.41% |
$4.57K - $5.38K
|
2.26K
$269K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
53+ 1.03% |
$4.57K - $5.38K
|
5.2K
$621K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
53+ 27.18% |
$4.57K - $5.38K
|
248
$29.6K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
52+ 0.14% |
$4.48K - $5.28K
|
36.9K
$4.41M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52+ 0.5% |
$4.48K - $5.28K
|
10.5K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
51+ 1.86% |
$4.4K - $5.18K
|
2.8K
$334K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
51+ 0.19% |
$4.4K - $5.18K
|
27.2K
$3.25M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 4.91% |
$4.31K - $5.08K
|
1.07K
$128K
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
47+ 0.07% |
$4.05K - $4.77K
|
72K
$8.6M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 1.98% |
$4.05K - $4.77K
|
2.42K
$289K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
47+ 0.55% |
$4.05K - $4.77K
|
8.6K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46+ 1.33% |
$3.96K - $4.67K
|
3.52K
$420K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46+ 287.5% |
$3.96K - $4.67K
|
62
$7.41K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.66% |
$3.88K - $4.57K
|
2.75K
$328K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 43.27% |
$3.88K - $4.57K
|
149
$17.8K
|