Latest Institutional Transactions on Morgan Stanley (MS)
This table provides information on the latest institutional transactions involving Morgan Stanley (MS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.55K+ 39.98% |
$327K - $380K
|
12.4K
$1.64M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 17.86% |
$921 - $1.07K
|
46
$6.06K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.61K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-187- 2.73% |
$17.2K - $20K
|
6.66K
$877K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-232- 3.12% |
$21.4K - $24.8K
|
7.21K
$949K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-21.1K- 4.21% |
$1.94M - $2.26M
|
480K
$63.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-116- 3.65% |
$10.7K - $12.4K
|
3.07K
$404K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.9K+ 96.59% |
$1.55M - $1.8M
|
34.3K
$4.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.32KNew |
$213K - $248K
|
2.32K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.1K- 2.11% |
$1.67M - $1.94M
|
843K
$111M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-4- 2.78% |
$368 - $428
|
140
$18.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.2K+ 15.21% |
$3.52M - $4.09M
|
289K
$38.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 2.77% |
$9.02K - $10.5K
|
3.64K
$480K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.5K- 81.59% |
$1.52M - $1.76M
|
3.71K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
61.7K+ 17.11% |
$5.68M - $6.6M
|
422K
$55.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-8.08K- 9.11% |
$744K - $864K
|
80.6K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
371+ 3.97% |
$34.2K - $39.7K
|
9.71K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.21K- 0.63% |
$387K - $450K
|
668K
$87.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-864- 1.53% |
$79.5K - $92.4K
|
55.5K
$7.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
175+ 0.88% |
$16.1K - $18.7K
|
20K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-105- 53.03% |
$9.67K - $11.2K
|
93
$12.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
722K+ 13.48% |
$66.5M - $77.2M
|
6.08M
$800M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
583KNew |
$53.7M - $62.4M
|
583K
$76.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
390+ 12.34% |
$35.9K - $41.7K
|
3.55K
$468K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
903+ 3.9% |
$83.1K - $96.6K
|
24K
$3.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.73K- 2.96% |
$251K - $292K
|
89.4K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 2.44% |
$460 - $535
|
200
$26.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.75% |
$184 - $214
|
116
$15.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
60+ 1.19% |
$5.52K - $6.42K
|
5.09K
$670K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-200- 8.02% |
$18.4K - $21.4K
|
2.29K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$368 - $428
|
4
$527
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.28K- 4.93% |
$210K - $244K
|
44K
$5.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
845+ 1.94% |
$77.8K - $90.4K
|
44.4K
$5.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
350+ 4.17% |
$32.2K - $37.4K
|
8.74K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.3K- 18.03% |
$120K - $139K
|
5.91K
$779K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.83K+ 4.85% |
$260K - $302K
|
61.1K
$8.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
117New |
$10.8K - $12.5K
|
117
$15.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$921 - $1.07K
|
10
$1.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 21.93% |
$92.9K - $108K
|
5.61K
$739K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.21K- 15.92% |
$295K - $343K
|
16.9K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
181K+ 1738.33% |
$16.6M - $19.3M
|
191K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-66.6K- 2.85% |
$6.13M - $7.12M
|
2.27M
$299M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 3.65% |
$118K - $137K
|
33.8K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.82K+ 31.43% |
$168K - $195K
|
7.62K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
18.1K+ 2.41% |
$1.67M - $1.94M
|
771K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.12K- 2.17% |
$747K - $868K
|
366K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
5KNew |
$460K - $535K
|
5K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
120K+ 3.68% |
$11M - $12.8M
|
3.38M
$445M
|