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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9+ 0.02% |
$776 - $914
|
49.6K
$5.93M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$776 - $914
|
9
$1.07K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 0.84% |
$690 - $812
|
964
$115K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8+ 0.12% |
$690 - $812
|
6.89K
$822K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7+ 0.27% |
$603 - $711
|
2.62K
$313K
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
7+ 0.0% |
$603 - $711
|
5.61M
$670M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7+ 0.07% |
$603 - $711
|
10.5K
$1.26M
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.77% |
$517 - $609
|
785
$93.8K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 0.68% |
$517 - $609
|
891
$106K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$517 - $609
|
5.78K
$690K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
5+ 0.11% |
$431 - $508
|
4.5K
$537K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 1.38% |
$431 - $508
|
368
$44K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.03% |
$345 - $406
|
11.6K
$1.39M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4+ 0.16% |
$345 - $406
|
2.53K
$302K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.08% |
$345 - $406
|
5.02K
$600K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.57% |
$259 - $305
|
526
$62.8K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 75.0% |
$259 - $305
|
7
$836
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.12% |
$259 - $305
|
2.45K
$292K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.05% |
$259 - $305
|
5.72K
$683K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 50.0% |
$172 - $203
|
6
$717
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.19% |
$172 - $203
|
1.04K
$124K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.79% |
$172 - $203
|
114
$13.6K
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
2+ 0.02% |
$172 - $203
|
9.17K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.06% |
$172 - $203
|
3.6K
$430K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.05% |
$172 - $203
|
4.08K
$487K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$172 - $203
|
5.92K
$708K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$172 - $203
|
7.53K
$899K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 200.0% |
$172 - $203
|
3
$358
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.03% |
$86.2 - $102
|
3.89K
$465K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$86.2 - $102
|
13.3K
$1.58M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.23% |
$86.2 - $102
|
433
$51.7K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$86.2 - $102
|
3.05K
$365K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.03% |
$86.2 - $102
|
3.97K
$474K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.7MNew |
$142M - $160M
|
1.7M
$203M
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.51MNew |
$126M - $142M
|
1.51M
$180M
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
762K+ 204.43% |
$63.9M - $71.8M
|
1.13M
$136M
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
190KNew |
$16M - $17.9M
|
190K
$22.7M
|
|
May 15, 2024
Q1 2024
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
188KNew |
$15.7M - $17.7M
|
188K
$22.4M
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
177KNew |
$14.8M - $16.6M
|
177K
$21.1M
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
115KNew |
$9.63M - $10.8M
|
115K
$13.7M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
104KNew |
$8.68M - $9.75M
|
104K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
101KNew |
$8.47M - $9.5M
|
101K
$12.1M
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
88.5K+ 183.23% |
$7.43M - $8.33M
|
137K
$16.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.1K+ 510.69% |
$7.39M - $8.29M
|
105K
$12.6M
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
61.5KNew |
$5.16M - $5.79M
|
61.5K
$7.35M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
61KNew |
$5.11M - $5.74M
|
61K
$7.28M
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
BUY
|
- |
40.3KNew |
$3.38M - $3.79M
|
40.3K
$4.81M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
29.8KNew |
$2.5M - $2.81M
|
29.8K
$3.56M
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28.3KNew |
$2.37M - $2.66M
|
28.3K
$3.37M
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.2KNew |
$2.37M - $2.66M
|
28.2K
$3.37M
|