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 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 29.81% |
$113K - $160K
|
2.67K
$374K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.02% |
$599 - $845
|
26.3K
$3.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 0.35% |
$28K - $39.4K
|
80.8K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-56.7K- 25.74% |
$5.66M - $7.98M
|
163K
$22.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-53.8K- 5.66% |
$5.37M - $7.58M
|
896K
$126M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.12% |
$3.49K - $4.93K
|
30.3K
$4.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.24% |
$3.69K - $5.21K
|
1.69K
$237K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$200 - $282
|
370
$51.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$2.66K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 10.81% |
$399 - $563
|
33
$4.62K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
516+ 5.72% |
$51.5K - $72.7K
|
9.54K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
586+ 16.37% |
$58.5K - $82.5K
|
4.17K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
169+ 1.05% |
$16.9K - $23.8K
|
16.3K
$2.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.68% |
$2.8K - $3.94K
|
4.15K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$22.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95K+ 8.67% |
$195K - $275K
|
24.5K
$3.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$200K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 2.04% |
$109K - $154K
|
54.7K
$7.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.49% |
$7.29K - $10.3K
|
3.01K
$421K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$71.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$251K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.81K- 0.92% |
$180K - $255K
|
195K
$27.4M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
539+ 14.8% |
$53.8K - $75.9K
|
4.18K
$585K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$532K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$400K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-42- 2.15% |
$4.19K - $5.92K
|
1.91K
$268K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
43+ 1.05% |
$4.29K - $6.06K
|
4.13K
$579K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 5.64% |
$27K - $38K
|
5.05K
$708K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 6.98% |
$150K - $211K
|
20K
$2.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$270K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-72- 2.2% |
$7.19K - $10.1K
|
3.2K
$448K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
589K+ 1216.94% |
$65.8M - $83.1M
|
637K
$89.3M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-230- 8.8% |
$25.7K - $32.4K
|
2.38K
$334K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 0.9% |
$5.36K - $6.77K
|
5.27K
$737K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
504K+ 210.3% |
$56.3M - $71.2M
|
744K
$104M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.66K+ 30.61% |
$297K - $375K
|
11.4K
$1.59M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
44.7KNew |
$4.99M - $6.31M
|
44.7K
$6.26M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-482- 0.52% |
$53.8K - $68K
|
93K
$13M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-17K- 6.39% |
$1.9M - $2.4M
|
249K
$34.9M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 1.08% |
$112 - $141
|
94
$13.2K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
154+ 18.01% |
$17.2K - $21.7K
|
1.01K
$141K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.44KNew |
$161K - $203K
|
1.44K
$201K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 2.56% |
$1.68K - $2.12K
|
602
$84.3K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211New |
$23.6K - $29.8K
|
211
$29.5K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-13.2K- 32.44% |
$1.47M - $1.86M
|
27.4K
$3.84M
|
|