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 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.91KNew |
$682K - $803K
|
7.91K
$945K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7.84K+ 30.4% |
$676K - $796K
|
33.6K
$4.02M
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
7.51K+ 3.78% |
$647K - $763K
|
206K
$24.6M
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7.5K+ 17.14% |
$646K - $761K
|
51.3K
$6.12M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
7.4K+ 0.55% |
$638K - $751K
|
1.36M
$162M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.27K+ 2.98% |
$627K - $738K
|
251K
$30M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.27K+ 8.63% |
$627K - $738K
|
91.5K
$10.9M
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
7.26KNew |
$625K - $737K
|
7.26K
$867K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.19K+ 69.31% |
$619K - $729K
|
17.6K
$2.1M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.15K+ 38.9% |
$617K - $726K
|
25.5K
$3.05M
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 141.59% |
$611K - $720K
|
12.1K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 7.94% |
$608K - $716K
|
95.9K
$11.5M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
7KNew |
$603K - $711K
|
7K
$836K
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.93K+ 14.43% |
$598K - $704K
|
55K
$6.57M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.77KNew |
$584K - $687K
|
6.77K
$809K
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.75K+ 12.74% |
$582K - $685K
|
59.7K
$7.13M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.6K+ 0.14% |
$569K - $670K
|
4.68M
$558M
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$560K - $660K
|
6.5K
$776K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
6.5K+ 433.33% |
$560K - $660K
|
8K
$956K
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.47KNew |
$557K - $657K
|
6.47K
$773K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.39K+ 6.09% |
$551K - $649K
|
111K
$13.3M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 8.94% |
$544K - $641K
|
76.9K
$9.19M
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.21K+ 2.25% |
$535K - $630K
|
283K
$33.8M
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
6.12KNew |
$528K - $622K
|
6.12K
$731K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.08K+ 40.84% |
$524K - $617K
|
21K
$2.5M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.07KNew |
$523K - $616K
|
6.07K
$725K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.9K+ 2.34% |
$508K - $599K
|
258K
$30.8M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.89K+ 2.29% |
$507K - $598K
|
263K
$31.4M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.68K+ 19.19% |
$489K - $577K
|
35.3K
$4.21M
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
5.63K+ 40.31% |
$485K - $572K
|
19.6K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.6K+ 1.98% |
$482K - $568K
|
288K
$34.4M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5.59K+ 51.49% |
$482K - $568K
|
16.4K
$1.96M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.44KNew |
$468K - $552K
|
5.44K
$649K
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.41KNew |
$466K - $549K
|
5.41K
$646K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.29KNew |
$456K - $537K
|
5.29K
$631K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.2KNew |
$448K - $528K
|
5.2K
$621K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.17K+ 41.54% |
$445K - $524K
|
17.6K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$443K - $521K
|
5.14K
$613K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 47.73% |
$438K - $516K
|
15.7K
$1.88M
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 100.0% |
$431K - $508K
|
10K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.94KNew |
$426K - $502K
|
4.94K
$590K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.88K+ 23.78% |
$420K - $495K
|
25.4K
$3.03M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.87K+ 0.19% |
$420K - $494K
|
2.52M
$301M
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.86K+ 5.68% |
$419K - $494K
|
90.5K
$10.8M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.82KNew |
$415K - $489K
|
4.82K
$575K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.81K+ 6.32% |
$414K - $488K
|
80.9K
$9.67M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.8KNew |
$413K - $487K
|
4.8K
$573K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.78KNew |
$412K - $486K
|
4.78K
$571K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 45.62% |
$405K - $477K
|
15K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.68K+ 7.45% |
$404K - $476K
|
67.6K
$8.07M
|