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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.54K- 36.58% |
$154K - $217K
|
2.67K
$393K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 0.34% |
$299 - $423
|
894
$132K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.9K+ 57.12% |
$2.79M - $3.93M
|
76.7K
$11.3M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.07K- 69.8% |
$306K - $432K
|
1.33K
$196K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
486KNew |
$48.5M - $68.4M
|
486K
$71.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.52K- 2.59% |
$252K - $355K
|
94.7K
$13.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
312+ 11.56% |
$31.1K - $43.9K
|
3.01K
$444K
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.39K- 6.02% |
$538K - $759K
|
84.1K
$12.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
35New |
$3.49K - $4.93K
|
35
$5.16K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 2.19% |
$13.5M - $19M
|
6.02M
$886M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.56K+ 8.87% |
$256K - $361K
|
31.4K
$4.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.66K- 0.21% |
$266K - $375K
|
1.26M
$185M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-463- 40.83% |
$46.2K - $65.2K
|
671
$98.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 18.18% |
$200 - $282
|
13
$1.91K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
44.7K+ 147.52% |
$4.46M - $6.3M
|
75K
$11M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.17K- 6.43% |
$117K - $165K
|
17.1K
$2.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
142+ 7.39% |
$14.2K - $20K
|
2.06K
$304K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-14.4K- 3.16% |
$1.44M - $2.03M
|
442K
$65.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.93K+ 109.0% |
$492K - $695K
|
9.46K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07KNew |
$207K - $292K
|
2.07K
$305K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-224- 1.37% |
$22.4K - $31.6K
|
16.1K
$2.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
30.6K+ 66.69% |
$3.06M - $4.31M
|
76.5K
$11.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 1.13% |
$3.69K - $5.21K
|
3.23K
$476K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-296- 29.34% |
$29.5K - $41.7K
|
713
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
82.1K+ 49.69% |
$8.19M - $11.6M
|
247K
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
76+ 13.87% |
$7.59K - $10.7K
|
624
$91.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
438+ 19.83% |
$43.7K - $61.7K
|
2.65K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.28K+ 17.33% |
$527K - $744K
|
35.8K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
33.7K+ 69.14% |
$3.36M - $4.74M
|
82.3K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
267New |
$26.7K - $37.6K
|
267
$39.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-186K- 9.18% |
$18.6M - $26.3M
|
1.84M
$272M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.83K+ 8.24% |
$283K - $399K
|
37.2K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
93K+ 61.19% |
$9.28M - $13.1M
|
245K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-107- 0.8% |
$10.7K - $15.1K
|
13.3K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
65+ 0.03% |
$6.49K - $9.16K
|
203K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.71K+ 5.48% |
$970K - $1.37M
|
187K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.02M- 2.82% |
$302M - $426M
|
104M
$15.3B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.1K+ 40.85% |
$2.11M - $2.98M
|
72.9K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.92K+ 5.86% |
$292K - $412K
|
52.8K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-15.1K- 17.06% |
$1.51M - $2.13M
|
73.4K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
291K+ 110.59% |
$29M - $41M
|
554K
$81.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4.5K- 9.33% |
$449K - $634K
|
43.7K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-509K- 30.13% |
$50.8M - $71.7M
|
1.18M
$174M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
139K+ 37.47% |
$13.9M - $19.6M
|
510K
$75.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$201K - $284K
|
2.02K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.01M- 8.29% |
$100M - $142M
|
11.1M
$1.64B
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-679K- 40.26% |
$67.8M - $95.7M
|
1.01M
$148M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
380+ 8.96% |
$37.9K - $53.5K
|
4.62K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-702K- 99.64% |
$70M - $98.8M
|
2.52K
$371K
|