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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-20.5K- 20.78% |
$2.04M - $2.88M
|
77.9K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.95K- 26.83% |
$195K - $275K
|
5.33K
$754K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-541- 1.08% |
$54K - $76.2K
|
49.7K
$7.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-14- 0.63% |
$1.4K - $1.97K
|
2.2K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-84- 2.55% |
$8.39K - $11.8K
|
3.21K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.39K- 55.38% |
$837K - $1.18M
|
6.76K
$956K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-246- 9.18% |
$24.6K - $34.7K
|
2.44K
$345K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
145+ 0.49% |
$14.5K - $20.4K
|
29.4K
$4.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.47K+ 2.48% |
$147K - $207K
|
60.8K
$8.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 7.37% |
$699K - $986K
|
102K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
812+ 25.25% |
$81.1K - $114K
|
4.03K
$570K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 1.52% |
$7.49K - $10.6K
|
5.02K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
156+ 4.27% |
$15.6K - $22K
|
3.81K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
596+ 11.21% |
$59.5K - $84K
|
5.91K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.51K- 3.63% |
$650K - $917K
|
173K
$24.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
274+ 3.62% |
$27.4K - $38.6K
|
7.84K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 1.63% |
$2.8K - $3.94K
|
1.74K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-91- 0.98% |
$9.08K - $12.8K
|
9.19K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 9.27% |
$11.5K - $16.2K
|
1.36K
$192K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-212- 9.38% |
$21.2K - $29.9K
|
2.05K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 42.73% |
$508K - $717K
|
17K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-308- 0.28% |
$30.7K - $43.4K
|
109K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.71K+ 63.75% |
$171K - $241K
|
4.4K
$622K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$998 - $1.41K
|
17.6K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.14K- 4.53% |
$313K - $442K
|
66.1K
$9.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 2.36% |
$7.49K - $10.6K
|
3.25K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
16K+ 5.47% |
$1.59M - $2.25M
|
308K
$43.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-550- 4.15% |
$54.9K - $77.5K
|
12.7K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.9K+ 3.56% |
$589K - $831K
|
172K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
357K+ 61.03% |
$35.6M - $50.3M
|
942K
$133M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-118- 6.81% |
$11.8K - $16.6K
|
1.62K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.13K+ 9.08% |
$112K - $159K
|
13.5K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
58.3K+ 7.01% |
$5.82M - $8.21M
|
890K
$126M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.92K- 18.57% |
$591K - $834K
|
26K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
182+ 0.1% |
$18.2K - $25.6K
|
183K
$25.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 1.27% |
$1.23M - $1.73M
|
982K
$139M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
111New |
$11.1K - $15.6K
|
111
$15.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.27K+ 384.94% |
$327K - $461K
|
4.12K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
708+ 5.28% |
$70.7K - $99.7K
|
14.1K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.8K- 0.77% |
$180K - $254K
|
232K
$32.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.33K- 4.45% |
$133K - $188K
|
28.6K
$4.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-112- 0.49% |
$11.2K - $15.8K
|
22.6K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-107K- 90.24% |
$10.7M - $15.1M
|
11.6K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
860+ 0.25% |
$85.9K - $121K
|
350K
$49.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$898 - $1.27K
|
2.53K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-616- 1.97% |
$61.5K - $86.8K
|
30.6K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-930- 1.35% |
$92.8K - $131K
|
68K
$9.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
172+ 0.7% |
$17.2K - $24.2K
|
24.8K
$3.51M
|