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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.78K+ 34.74% |
$604K - $780K
|
22.4K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.3K+ 8.04% |
$2.43M - $3.15M
|
313K
$42.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.6KNew |
$167K - $216K
|
1.6K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
483+ 14.78% |
$50.4K - $65.2K
|
3.75K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-432- 6.22% |
$45.1K - $58.3K
|
6.52K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.55K- 12.02% |
$266K - $344K
|
18.6K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-701- 3.14% |
$73.2K - $94.6K
|
21.7K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99+ 2.67% |
$10.3K - $13.4K
|
3.8K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
342K+ 78.23% |
$35.7M - $46.2M
|
779K
$106M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-636- 19.89% |
$66.4K - $85.9K
|
2.56K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.9KNew |
$3.54M - $4.57M
|
33.9K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.25K+ 14.86% |
$235K - $304K
|
17.4K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 0.5% |
$11.8K - $15.3K
|
22.6K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-98- 1.98% |
$10.2K - $13.2K
|
4.84K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.51K- 38.63% |
$575K - $744K
|
8.75K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
976+ 29.16% |
$102K - $132K
|
4.32K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39.6K+ 42.61% |
$4.13M - $5.34M
|
133K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.18% |
$2.19K - $2.83K
|
11.7K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.4K- 99.9% |
$3.7M - $4.78M
|
34
$4.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 28.87% |
$295K - $382K
|
6.97K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53+ 1.86% |
$5.53K - $7.15K
|
2.9K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$627K - $810K
|
6K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 12.9% |
$1.25K - $1.62K
|
105
$14.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 17.21% |
$1.1M - $1.43M
|
71.9K
$9.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.24K+ 17.56% |
$130K - $168K
|
8.31K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.6K- 32.36% |
$167K - $216K
|
3.34K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 16.5% |
$135K - $174K
|
9.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
65+ 0.57% |
$6.79K - $8.77K
|
11.4K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-21.2K- 7.03% |
$2.21M - $2.86M
|
280K
$38.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.09K+ 10.16% |
$218K - $281K
|
22.6K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
675+ 2.89% |
$70.5K - $91.1K
|
24K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.78K+ 12.49% |
$185K - $240K
|
16K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 3.46% |
$20.9K - $27K
|
5.58K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-112- 52.83% |
$11.7K - $15.1K
|
100
$13.6K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15+ 0.16% |
$1.57K - $2.02K
|
9.36K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
41+ 0.62% |
$4.28K - $5.53K
|
6.6K
$898K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.4% |
$1.36K - $1.75K
|
3.24K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-809- 2.07% |
$84.5K - $109K
|
38.2K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-178- 2.29% |
$18.6K - $24K
|
7.58K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-121- 2.21% |
$12.6K - $16.3K
|
5.34K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-55- 0.21% |
$5.74K - $7.42K
|
26.2K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 20.1% |
$115K - $149K
|
6.59K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-25- 0.44% |
$2.61K - $3.37K
|
5.68K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
526+ 0.53% |
$54.9K - $71K
|
99.4K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 70.55% |
$2.02M - $2.62M
|
46.9K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 1.62% |
$32K - $41.3K
|
18.6K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-106- 1.25% |
$11.1K - $14.3K
|
8.37K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
165K+ 35.92% |
$17.2M - $22.3M
|
625K
$85M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36K- 62.77% |
$3.76M - $4.86M
|
21.3K
$2.9M
|