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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
530+ 13.23% |
$37.3K - $49.6K
|
4.54K
$542K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$32.9K - $43.8K
|
468
$55.9K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$29.4K - $39.1K
|
418
$49.9K
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
378+ 6.25% |
$26.6K - $35.4K
|
6.43K
$768K
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
336+ 4.57% |
$23.7K - $31.5K
|
7.69K
$919K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
259New |
$18.2K - $24.3K
|
259
$30.9K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
255New |
$18K - $23.9K
|
255
$30.5K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
251+ 66.93% |
$17.7K - $23.5K
|
626
$74.8K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$3.93M
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
199New |
$14K - $18.6K
|
199
$23.8K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
192New |
$13.5K - $18K
|
192
$22.9K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
177New |
$12.5K - $16.6K
|
177
$21.1K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
177+ 53.15% |
$12.5K - $16.6K
|
510
$60.9K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
173New |
$12.2K - $16.2K
|
173
$20.7K
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
162+ 5.87% |
$11.4K - $15.2K
|
2.92K
$349K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
139New |
$9.79K - $13K
|
139
$16.6K
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
130+ 4.91% |
$9.15K - $12.2K
|
2.78K
$332K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
117New |
$8.24K - $11K
|
117
$14K
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
103+ 1.81% |
$7.25K - $9.65K
|
5.8K
$693K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$7.04K - $9.37K
|
100
$11.9K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
89+ 12.48% |
$6.27K - $8.34K
|
802
$95.8K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
77New |
$5.42K - $7.21K
|
77
$9.2K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$5.28K - $7.02K
|
75
$8.96K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
66New |
$4.65K - $6.18K
|
66
$7.88K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
40+ 1.75% |
$2.82K - $3.75K
|
2.33K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
38New |
$2.68K - $3.56K
|
38
$4.54K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$2.11K - $2.81K
|
30
$3.58K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.62K - $2.15K
|
23
$2.75K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
13New |
$915 - $1.22K
|
13
$1.55K
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 0.42% |
$774 - $1.03K
|
2.61K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$704 - $937
|
10
$1.19K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 0.42% |
$704 - $937
|
2.37K
$283K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 0.86% |
$634 - $843
|
1.05K
$126K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5New |
$352 - $468
|
5
$597
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$282 - $375
|
4
$478
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 1.9% |
$141 - $187
|
107
$12.8K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.74MNew |
$224M - $259M
|
2.74M
$327M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
269KNew |
$22M - $25.5M
|
269K
$32.2M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
105K+ 161.68% |
$8.55M - $9.92M
|
170K
$20.2M
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
83.7K+ 33.5% |
$6.84M - $7.93M
|
334K
$39.9M
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
54.6KNew |
$4.45M - $5.16M
|
54.6K
$6.52M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.2KNew |
$2.88M - $3.34M
|
35.2K
$4.21M
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34KNew |
$2.77M - $3.22M
|
34K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
27.9KNew |
$2.28M - $2.64M
|
27.9K
$3.33M
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
20K+ 4000.0% |
$1.63M - $1.89M
|
20.5K
$2.45M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15KNew |
$1.22M - $1.42M
|
15K
$1.79M
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
14.8K+ 38.4% |
$1.21M - $1.4M
|
53.3K
$6.37M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
14.2KNew |
$1.16M - $1.34M
|
14.2K
$1.7M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
12.7K+ 34.47% |
$1.03M - $1.2M
|
49.4K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10K+ 40.0% |
$817K - $947K
|
35K
$4.18M
|