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 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$304 - $340
|
375
$59.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
43.4K+ 93.08% |
$6.59M - $7.37M
|
90K
$14.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-204- 10.78% |
$31K - $34.7K
|
1.69K
$269K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-63- 4.46% |
$9.57K - $10.7K
|
1.35K
$215K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
349+ 1125.81% |
$53K - $59.3K
|
380
$60.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
4.28K+ 25.96% |
$650K - $727K
|
20.8K
$3.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.65K+ 4.06% |
$403K - $450K
|
68K
$10.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-64- 1.73% |
$9.72K - $10.9K
|
3.64K
$580K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26+ 14.77% |
$3.95K - $4.42K
|
202
$32.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19+ 46.34% |
$2.89K - $3.23K
|
60
$9.57K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
522+ 12.49% |
$79.3K - $88.7K
|
4.7K
$750K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 0.24% |
$1.37K - $1.53K
|
3.71K
$592K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.65K+ 8.7% |
$402K - $450K
|
33.1K
$5.28M
|
|
| Q3 2025 | |||||||
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 144.44% |
$5.42K - $6.29K
|
66
$10.5K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.8K+ 60.56% |
$1.08M - $1.26M
|
20.7K
$3.3M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
211+ 3.07% |
$29.3K - $34K
|
7.09K
$1.13M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.2K- 3.79% |
$306K - $355K
|
55.8K
$8.9M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.2K- 28.77% |
$305K - $354K
|
5.44K
$867K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-40- 1.14% |
$5.56K - $6.45K
|
3.47K
$554K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-549K- 99.49% |
$76.3M - $88.5M
|
2.8K
$446K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-520- 24.53% |
$72.3K - $83.8K
|
1.6K
$255K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-44- 16.0% |
$6.12K - $7.09K
|
231
$36.8K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-49- 1.61% |
$6.82K - $7.9K
|
2.99K
$477K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 12.31% |
$142K - $165K
|
9.32K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3.72K+ 9.53% |
$517K - $599K
|
42.7K
$6.81M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-317- 16.78% |
$44.1K - $51.1K
|
1.57K
$251K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 5.94% |
$34.8K - $40.3K
|
3.96K
$631K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
2.02KNew |
$281K - $326K
|
2.02K
$322K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
26.8K+ 9.48% |
$3.72M - $4.31M
|
309K
$49.3M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
50New |
$6.95K - $8.06K
|
50
$7.97K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-36.7K- 21.27% |
$5.1M - $5.91M
|
136K
$21.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-502- 2.7% |
$69.8K - $80.9K
|
18.1K
$2.88M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.32KNew |
$183K - $212K
|
1.32K
$210K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
130+ 0.88% |
$18.1K - $21K
|
15K
$2.38M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
10New |
$1.39K - $1.61K
|
10
$1.59K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
99.7K+ 60.03% |
$13.9M - $16.1M
|
266K
$42.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-11K- 4.67% |
$1.53M - $1.78M
|
225K
$35.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 2.23% |
$2.09K - $2.42K
|
659
$105K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-311K- 65.1% |
$43.3M - $50.2M
|
167K
$26.6M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.69K+ 1.93% |
$792K - $917K
|
301K
$48M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36K+ 18.26% |
$189K - $219K
|
8.82K
$1.41M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
61+ 2.71% |
$8.48K - $9.83K
|
2.31K
$368K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22.4K- 71.49% |
$3.11M - $3.6M
|
8.92K
$1.42M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.54K+ 28.92% |
$493K - $571K
|
15.8K
$2.52M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-299- 11.3% |
$41.6K - $48.2K
|
2.35K
$374K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
165+ 0.8% |
$22.9K - $26.6K
|
20.8K
$3.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.02K+ 5.86% |
$559K - $648K
|
72.6K
$11.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.2K- 4.87% |
$1.14M - $1.32M
|
160K
$25.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-659- 9.96% |
$91.7K - $106K
|
5.96K
$950K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$183K - $212K
|
1.31K
$210K
|
|