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, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-47K- 3.19% |
$4.32M - $5.02M
|
1.43M
$187M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
167+ 3.49% |
$15.4K - $17.9K
|
4.95K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10.2K- 69.16% |
$941K - $1.09M
|
4.56K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9+ 0.21% |
$829 - $963
|
4.3K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.66K+ 3.4% |
$153K - $178K
|
50.7K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.59K+ 0.32% |
$238K - $277K
|
809K
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42- 0.63% |
$3.87K - $4.49K
|
6.64K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.62K+ 14.26% |
$425K - $494K
|
37K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-17- 0.69% |
$1.57K - $1.82K
|
2.45K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
178+ 2.97% |
$16.4K - $19K
|
6.16K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
619+ 9.44% |
$57K - $66.2K
|
7.18K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14.7K+ 588.84% |
$1.36M - $1.57M
|
17.2K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-2.47K- 19.86% |
$227K - $264K
|
9.95K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
11+ 0.02% |
$1.01K - $1.18K
|
54.4K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-22- 0.13% |
$2.03K - $2.35K
|
16.5K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
886+ 37.21% |
$81.6K - $94.8K
|
3.27K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.23K- 1.33% |
$113K - $131K
|
90.9K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
60.1K+ 290.96% |
$5.54M - $6.43M
|
80.8K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
493+ 0.61% |
$45.4K - $52.7K
|
81.8K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 0.79% |
$1.93K - $2.25K
|
2.66K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.32K+ 1.33% |
$214K - $248K
|
177K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-362- 6.26% |
$33.3K - $38.7K
|
5.42K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-42.1K- 92.45% |
$3.88M - $4.5M
|
3.44K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-70.2K- 3.83% |
$6.47M - $7.51M
|
1.76M
$231M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
510K+ 52.82% |
$47M - $54.5M
|
1.48M
$194M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.19K- 3.74% |
$386K - $448K
|
108K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 9.24% |
$970K - $1.13M
|
125K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-321K- 1.65% |
$29.6M - $34.4M
|
19.2M
$2.52B
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-46.1K- 7.84% |
$4.24M - $4.93M
|
542K
$71.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 1.03% |
$4.24K - $4.92K
|
4.52K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.35K+ 0.85% |
$124K - $144K
|
159K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.16K+ 31.65% |
$475K - $551K
|
21.4K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 0.84% |
$4.6K - $5.35K
|
6.02K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-119K- 4.59% |
$10.9M - $12.7M
|
2.46M
$323M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
446+ 9.96% |
$41.1K - $47.7K
|
4.92K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-42.6K- 3.78% |
$3.92M - $4.56M
|
1.08M
$142M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.6K- 37.23% |
$1.07M - $1.24M
|
19.6K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.86K+ 4.33% |
$355K - $412K
|
92.9K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
12.9KNew |
$1.19M - $1.38M
|
12.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.6K+ 0.14% |
$1.44M - $1.67M
|
11M
$1.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-85K- 35.56% |
$7.82M - $9.09M
|
154K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-290- 7.14% |
$26.7K - $31K
|
3.77K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.1K+ 3.63% |
$1.76M - $2.05M
|
545K
$71.5M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.49% |
$6.91K - $8.02K
|
15.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.3K- 49.78% |
$580K - $674K
|
6.36K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.57K+ 10.92% |
$145K - $168K
|
15.9K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.94K- 15.9% |
$271K - $315K
|
15.6K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.26K+ 28.63% |
$484K - $563K
|
23.6K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
547+ 14.73% |
$50.4K - $58.5K
|
4.26K
$559K
|