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 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
242+ 2.19% |
$22.3K - $25.9K
|
11.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.53M- 97.01% |
$141M - $163M
|
47.1K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.37M+ 75.19% |
$310M - $360M
|
7.85M
$1.03B
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-55- 0.86% |
$5.06K - $5.88K
|
6.38K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-524- 7.16% |
$48.2K - $56K
|
6.79K
$891K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.43K- 8.04% |
$131K - $153K
|
16.3K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
410+ 0.07% |
$37.7K - $43.9K
|
621K
$81.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.57K+ 54.7% |
$236K - $274K
|
7.25K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$899K - $1.04M
|
9.77K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.24M- 53.02% |
$115M - $133M
|
1.1M
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$18.4K - $21.4K
|
200
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-23.5K- 26.01% |
$2.17M - $2.52M
|
67K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.4K- 7.74% |
$958K - $1.11M
|
124K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-925- 13.33% |
$85.2K - $98.9K
|
6.02K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.21K+ 26.92% |
$111K - $130K
|
5.71K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-225- 8.04% |
$20.7K - $24.1K
|
2.57K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42K+ 30.58% |
$315K - $366K
|
14.6K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-974K- 13.62% |
$89.7M - $104M
|
6.18M
$811M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
114+ 4.6% |
$10.5K - $12.2K
|
2.59K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
40K+ 4.47% |
$3.68M - $4.27M
|
934K
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-44.3K- 7.09% |
$4.08M - $4.74M
|
581K
$76.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.76K+ 2.77% |
$530K - $616K
|
213K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-359- 0.9% |
$33.1K - $38.4K
|
39.5K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.01K+ 10.81% |
$646K - $750K
|
71.9K
$9.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.38K+ 24.54% |
$311K - $361K
|
17.1K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
270K+ 1.08% |
$24.8M - $28.8M
|
25.2M
$3.31B
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-314- 1.99% |
$28.9K - $33.6K
|
15.5K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-252- 2.69% |
$23.2K - $27K
|
9.1K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 2.59% |
$2.49K - $2.89K
|
1.07K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8KNew |
$737K - $856K
|
8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
111K+ 17.7% |
$10.2M - $11.9M
|
737K
$96.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
602+ 12.86% |
$55.4K - $64.4K
|
5.28K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-620- 2.84% |
$57.1K - $66.3K
|
21.2K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.98K- 26.95% |
$458K - $532K
|
13.5K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
15KNew |
$1.38M - $1.6M
|
15K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-104- 0.54% |
$9.58K - $11.1K
|
19.3K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-66- 2.08% |
$6.08K - $7.06K
|
3.11K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.47K- 8.14% |
$596K - $692K
|
73K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
212+ 2.55% |
$19.5K - $22.7K
|
8.51K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.29K- 26.12% |
$855K - $993K
|
26.3K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$1.21M - $1.41M
|
13.2K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-925- 1.28% |
$85.2K - $98.9K
|
71.1K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.45KNew |
$410K - $476K
|
4.45K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
355+ 4.9% |
$32.7K - $38K
|
7.59K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.03% |
$1.1K - $1.28K
|
47.9K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.22KNew |
$849K - $986K
|
9.22K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-52.6K- 4.56% |
$4.84M - $5.62M
|
1.1M
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.95K+ 6.35% |
$272K - $316K
|
49.4K
$6.48M
|