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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.4K+ 2670.72% |
$5.37M - $6.94M
|
53.4K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
54+ 2.63% |
$5.64K - $7.29K
|
2.11K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-197- 3.98% |
$20.6K - $26.6K
|
4.76K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.18K+ 91.73% |
$436K - $564K
|
8.74K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-57- 0.25% |
$5.95K - $7.69K
|
22.5K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-839- 21.58% |
$87.6K - $113K
|
3.05K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.26K- 26.49% |
$654K - $845K
|
17.4K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.85K+ 78.89% |
$193K - $250K
|
4.2K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-264- 48.44% |
$27.6K - $35.6K
|
281
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31.6K+ 44.67% |
$3.29M - $4.26M
|
102K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-198- 0.91% |
$20.7K - $26.7K
|
21.6K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.95KNew |
$204K - $264K
|
1.95K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
322KNew |
$33.6M - $43.4M
|
322K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
268+ 5.81% |
$28K - $36.2K
|
4.88K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
159K+ 9.01% |
$16.6M - $21.5M
|
1.93M
$268M
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-196K- 18.1% |
$20.5M - $26.5M
|
888K
$123M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-262K- 21.49% |
$27.4M - $35.4M
|
957K
$133M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.6K+ 0.09% |
$3.71M - $4.8M
|
41M
$5.7B
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-5.11K- 4.41% |
$533K - $690K
|
111K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$978K - $1.26M
|
9.37K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Robotti Robert
New York, NY |
SELL
|
- |
-500- 6.93% |
$52.2K - $67.5K
|
6.72K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.76K- 11.99% |
$914K - $1.18M
|
64.3K
$8.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.19K- 13.97% |
$124K - $161K
|
7.32K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 1.29% |
$3.45K - $4.45K
|
2.52K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
15.2MNew |
$1.59B - $2.05B
|
15.2M
$2.11B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.85K- 1.16% |
$193K - $250K
|
158K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
18.6K+ 31.56% |
$1.94M - $2.51M
|
77.4K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
62.2KNew |
$6.49M - $8.4M
|
62.2K
$8.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.1K+ 18.45% |
$1.05M - $1.36M
|
64.6K
$8.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
33.8K+ 8.01% |
$3.53M - $4.57M
|
456K
$63.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.46K- 2.56% |
$257K - $332K
|
93.5K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
117K+ 15.83% |
$12.2M - $15.8M
|
854K
$119M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 19.26% |
$2.71K - $3.51K
|
109
$15.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
4.19KNew |
$437K - $565K
|
4.19K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.86KNew |
$194K - $251K
|
1.86K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-939- 1.05% |
$98.1K - $127K
|
88.5K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.01K+ 3.66% |
$418K - $541K
|
113K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-725- 6.13% |
$75.7K - $97.9K
|
11.1K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-5- 0.12% |
$522 - $675
|
4.06K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
829+ 4.43% |
$86.6K - $112K
|
19.5K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
35.9KNew |
$3.75M - $4.85M
|
35.9K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
804+ 5.04% |
$84K - $109K
|
16.7K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18- 0.53% |
$1.88K - $2.43K
|
3.38K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.33% |
$1.04K - $1.35K
|
3.08K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
73New |
$7.62K - $9.85K
|
73
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 0.45% |
$3.65K - $4.72K
|
7.79K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-64.6K- 89.89% |
$6.75M - $8.72M
|
7.27K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.78K+ 23.81% |
$708K - $916K
|
35.3K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.89K- 24.16% |
$301K - $390K
|
9.06K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.34K- 19.91% |
$140K - $181K
|
5.39K
$748K
|