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 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
135K+ 176.7% |
$11M - $12.3M
|
211K
$25.2M
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
104KNew |
$8.45M - $9.48M
|
104K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$5.72M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$5.72M
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
30KNew |
$2.44M - $2.73M
|
30K
$3.58M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
24.7KNew |
$2M - $2.25M
|
24.7K
$2.95M
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.6KNew |
$1.19M - $1.33M
|
14.6K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
13.3KNew |
$1.08M - $1.21M
|
13.3K
$1.59M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.7KNew |
$948K - $1.06M
|
11.7K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10K+ 50.0% |
$812K - $911K
|
30K
$3.58M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.57KNew |
$778K - $872K
|
9.57K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.15K+ 1.32% |
$662K - $743K
|
626K
$74.7M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
7.73KNew |
$628K - $704K
|
7.73K
$923K
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.2KNew |
$585K - $656K
|
7.2K
$860K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.44KNew |
$442K - $496K
|
5.44K
$650K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5KNew |
$284K - $319K
|
3.5K
$418K
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.5K+ 129.63% |
$284K - $319K
|
6.2K
$741K
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$273K - $306K
|
3.36K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
3KNew |
$244K - $273K
|
3K
$358K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$194K - $218K
|
2.39K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.9K+ 4.91% |
$154K - $173K
|
40.6K
$4.85M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.8KNew |
$146K - $164K
|
1.8K
$215K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.76K+ 6.34% |
$143K - $161K
|
29.6K
$3.53M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.27KNew |
$103K - $116K
|
1.27K
$151K
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.24K+ 44.05% |
$101K - $113K
|
4.07K
$486K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.21KNew |
$98.6K - $111K
|
1.21K
$145K
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.05K+ 63.74% |
$85.4K - $95.8K
|
2.7K
$322K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 21.46% |
$78.5K - $88K
|
5.47K
$653K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
837New |
$68K - $76.3K
|
837
$100K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
728+ 65.82% |
$59.1K - $66.3K
|
1.83K
$219K
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
532New |
$43.2K - $48.5K
|
532
$63.5K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
476+ 1.17% |
$38.7K - $43.4K
|
41.3K
$4.93M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$38.6K - $43.3K
|
475
$56.7K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$24.4K - $27.3K
|
300
$35.8K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
281+ 11.04% |
$22.8K - $25.6K
|
2.83K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
257New |
$20.9K - $23.4K
|
257
$30.7K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
238New |
$19.3K - $21.7K
|
238
$28.4K
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
233New |
$18.9K - $21.2K
|
233
$27.8K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$16.2K - $18.2K
|
200
$23.9K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
172+ 3.9% |
$14K - $15.7K
|
4.58K
$547K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
170+ 6.92% |
$13.8K - $15.5K
|
2.63K
$314K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
155New |
$12.6K - $14.1K
|
155
$18.5K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
121+ 172.86% |
$9.83K - $11K
|
191
$22.8K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
117+ 4.66% |
$9.5K - $10.7K
|
2.63K
$314K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
102+ 0.4% |
$8.28K - $9.29K
|
25.4K
$3.04M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 3.81% |
$7.07K - $7.93K
|
2.37K
$283K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
73+ 34.43% |
$5.93K - $6.65K
|
285
$34K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$4.06K - $4.56K
|
50
$5.97K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$3.82K - $4.28K
|
47
$5.61K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 204.35% |
$3.82K - $4.28K
|
70
$8.36K
|