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 13, 2025
Q3 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.56K- 27.42% |
$635K - $736K
|
12.1K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-680- 0.22% |
$94.6K - $110K
|
307K
$48.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.07K- 3.5% |
$565K - $655K
|
112K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-43- 30.94% |
$5.98K - $6.93K
|
96
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.32K+ 6.0% |
$183K - $212K
|
23.3K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-22.5K- 5.85% |
$3.13M - $3.63M
|
363K
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-81.1K- 3.77% |
$11.3M - $13.1M
|
2.07M
$330M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.56K+ 0.16% |
$495K - $573K
|
2.3M
$367M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
184+ 10.84% |
$25.6K - $29.7K
|
1.88K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-5.92K- 50.0% |
$823K - $953K
|
5.92K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
458K+ 42.38% |
$63.8M - $73.9M
|
1.54M
$246M
|
|
|
Nov 13, 2025
Q3 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
4.14KNew |
$576K - $667K
|
4.14K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.92K- 4.01% |
$407K - $471K
|
70K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
32+ 1.04% |
$4.45K - $5.16K
|
3.12K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
2.12K+ 275.1% |
$295K - $342K
|
2.89K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.53K- 1.05% |
$213K - $247K
|
144K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
588New |
$81.8K - $94.8K
|
588
$93.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-342K- 8.34% |
$47.6M - $55.2M
|
3.76M
$600M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-69.6K- 85.61% |
$9.68M - $11.2M
|
11.7K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-357- 4.16% |
$49.7K - $57.5K
|
8.22K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250+ 242.72% |
$34.8K - $40.3K
|
353
$56.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-789K- 7.09% |
$110M - $127M
|
10.3M
$1.65B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1.42M+ 141.29% |
$198M - $229M
|
2.43M
$388M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
314K+ 67.95% |
$43.7M - $50.7M
|
777K
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-614- 6.34% |
$85.4K - $99K
|
9.07K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
414+ 2.8% |
$57.6K - $66.7K
|
15.2K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
51+ 0.69% |
$7.09K - $8.22K
|
7.48K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-574K- 12.51% |
$79.8M - $92.4M
|
4.01M
$640M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
169K+ 12219.35% |
$23.5M - $27.3M
|
171K
$27.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
79.9K+ 3173.76% |
$11.1M - $12.9M
|
82.5K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
10K+ 100.0% |
$1.39M - $1.61M
|
20K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1- 0.01% |
$139 - $161
|
16K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.81K+ 224.53% |
$530K - $614K
|
5.5K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.34K- 10.15% |
$325K - $376K
|
20.7K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
175+ 9.05% |
$24.3K - $28.2K
|
2.11K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.28KNew |
$178K - $207K
|
1.28K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.51% |
$4.03K - $4.67K
|
1.95K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.21KNew |
$307K - $356K
|
2.21K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-42- 2.28% |
$5.84K - $6.77K
|
1.8K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
543+ 0.27% |
$75.5K - $87.5K
|
204K
$32.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-13.4K- 4.27% |
$1.86M - $2.16M
|
300K
$47.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3.14K- 34.98% |
$436K - $506K
|
5.83K
$930K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.65K+ 2.45% |
$230K - $266K
|
69K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.68K- 0.32% |
$233K - $270K
|
527K
$84.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-3.8K- 0.9% |
$529K - $612K
|
417K
$66.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 16.68% |
$577K - $668K
|
20.7K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.2K- 1.63% |
$167K - $194K
|
72.3K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-891- 2.86% |
$124K - $144K
|
30.3K
$4.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-255- 4.63% |
$35.5K - $41.1K
|
5.25K
$838K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.29K+ 153.76% |
$318K - $369K
|
3.78K
$602K
|
|