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
|
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
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
42+ 1.59% |
$3.62K - $4.26K
|
2.69K
$321K
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
39+ 0.97% |
$3.36K - $3.96K
|
4.06K
$485K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
39+ 2.31% |
$3.36K - $3.96K
|
1.73K
$206K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
36+ 0.84% |
$3.1K - $3.66K
|
4.34K
$518K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 39.53% |
$2.93K - $3.45K
|
120
$14.3K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
31+ 0.33% |
$2.67K - $3.15K
|
9.42K
$1.13M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 0.4% |
$2.59K - $3.05K
|
7.44K
$889K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30+ 1.38% |
$2.59K - $3.05K
|
2.21K
$263K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 1.23% |
$2.5K - $2.94K
|
2.38K
$284K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.5K - $2.94K
|
29
$3.46K
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$2.33K - $2.74K
|
4.43K
$529K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
27+ 0.5% |
$2.33K - $2.74K
|
5.38K
$643K
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27+ 1.05% |
$2.33K - $2.74K
|
2.59K
$310K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.94% |
$2.24K - $2.64K
|
2.8K
$334K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 1.16% |
$2.24K - $2.64K
|
2.26K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 1.13% |
$2.15K - $2.54K
|
2.23K
$266K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
25+ 14.62% |
$2.15K - $2.54K
|
196
$23.4K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24+ 50.0% |
$2.07K - $2.44K
|
72
$8.6K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
23New |
$1.98K - $2.34K
|
23
$2.75K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22New |
$1.9K - $2.23K
|
22
$2.63K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.71% |
$1.81K - $2.13K
|
2.99K
$357K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
21+ 0.59% |
$1.81K - $2.13K
|
3.6K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
20+ 0.05% |
$1.72K - $2.03K
|
41K
$4.9M
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 0.49% |
$1.72K - $2.03K
|
4.13K
$493K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 20.41% |
$1.72K - $2.03K
|
118
$14.1K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
19+ 0.12% |
$1.64K - $1.93K
|
16K
$1.91M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
18+ 0.19% |
$1.55K - $1.83K
|
9.33K
$1.11M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
18+ 0.73% |
$1.55K - $1.83K
|
2.47K
$295K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.87% |
$1.55K - $1.83K
|
2.08K
$248K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
18+ 0.44% |
$1.55K - $1.83K
|
4.08K
$487K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
17+ 0.01% |
$1.47K - $1.73K
|
335K
$40M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17+ 0.3% |
$1.47K - $1.73K
|
5.59K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 21.25% |
$1.47K - $1.73K
|
97
$11.6K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.74% |
$1.47K - $1.73K
|
2.31K
$275K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 3.41% |
$1.47K - $1.73K
|
516
$61.6K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
16+ 0.65% |
$1.38K - $1.62K
|
2.47K
$295K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
16+ 320.0% |
$1.38K - $1.62K
|
21
$2.51K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.29K - $1.52K
|
15
$1.79K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 0.12% |
$1.21K - $1.42K
|
11.5K
$1.37M
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 12.5% |
$1.21K - $1.42K
|
126
$15K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.4% |
$1.03K - $1.22K
|
2.98K
$356K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11+ 0.3% |
$948 - $1.12K
|
3.7K
$442K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.36% |
$948 - $1.12K
|
3.04K
$363K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.84% |
$862 - $1.02K
|
1.2K
$143K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 1.69% |
$862 - $1.02K
|
600
$71.7K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.48% |
$862 - $1.02K
|
2.09K
$250K
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.45% |
$862 - $1.02K
|
2.24K
$268K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.07% |
$862 - $1.02K
|
14.2K
$1.69M
|