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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.06KNew |
$740K - $858K
|
9.06K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.88KNew |
$725K - $841K
|
8.88K
$1.06M
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.49KNew |
$694K - $804K
|
8.49K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$860K
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
7.08KNew |
$578K - $670K
|
7.08K
$846K
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$541K - $627K
|
6.62K
$791K
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.22KNew |
$508K - $588K
|
6.22K
$742K
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
5.51KNew |
$450K - $521K
|
5.51K
$658K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$433K - $502K
|
5.3K
$633K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 36.0% |
$369K - $428K
|
17.1K
$2.04M
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.52KNew |
$369K - $428K
|
4.52K
$540K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.68KNew |
$300K - $348K
|
3.68K
$439K
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$253K - $293K
|
3.1K
$370K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.8KNew |
$147K - $171K
|
1.8K
$215K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.75K+ 57.89% |
$143K - $166K
|
4.78K
$571K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.5K+ 51.72% |
$122K - $142K
|
4.4K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 7.6% |
$105K - $122K
|
18.2K
$2.18M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.17K+ 21.99% |
$95.8K - $111K
|
6.51K
$777K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.05K+ 42.76% |
$86.1K - $99.8K
|
3.52K
$420K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
738+ 581.1% |
$60.3K - $69.9K
|
865
$103K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
338New |
$27.6K - $32K
|
338
$40.4K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
336New |
$27.4K - $31.8K
|
336
$40.1K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
271New |
$22.1K - $25.7K
|
271
$32.4K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
244New |
$19.9K - $23.1K
|
244
$29.1K
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
238+ 1.11% |
$19.4K - $22.5K
|
21.8K
$2.6M
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
212+ 4.22% |
$17.3K - $20.1K
|
5.23K
$625K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 7.41% |
$16.3K - $18.9K
|
2.9K
$346K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
182New |
$14.9K - $17.2K
|
182
$21.7K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
125New |
$10.2K - $11.8K
|
125
$14.9K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
121+ 2.75% |
$9.88K - $11.5K
|
4.52K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 4.0% |
$8.17K - $9.47K
|
2.6K
$311K
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
89+ 0.87% |
$7.27K - $8.43K
|
10.3K
$1.23M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
86+ 0.33% |
$7.02K - $8.14K
|
25.9K
$3.09M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
84New |
$6.86K - $7.95K
|
84
$10K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
80New |
$6.53K - $7.57K
|
80
$9.56K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
79+ 16.46% |
$6.45K - $7.48K
|
559
$66.8K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.12K - $7.1K
|
75
$8.96K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$5.88K - $6.82K
|
72
$8.6K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
67New |
$5.47K - $6.34K
|
67
$8K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
61+ 2.63% |
$4.98K - $5.77K
|
2.38K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.11% |
$4.9K - $5.68K
|
2.9K
$347K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
50New |
$4.08K - $4.73K
|
50
$5.97K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
46+ 1.09% |
$3.76K - $4.35K
|
4.25K
$508K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$3.1K - $3.6K
|
38
$4.54K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
31+ 0.43% |
$2.53K - $2.93K
|
7.19K
$859K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.8K - $2.08K
|
22
$2.63K
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.06% |
$980 - $1.14K
|
21.8K
$2.6M
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$653 - $757
|
13
$1.55K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.11% |
$245 - $284
|
2.82K
$337K
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|