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
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.48% |
$1.84K - $2.14K
|
4.17K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
5.5KNew |
$506K - $588K
|
5.5K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
547+ 12.15% |
$50.4K - $58.5K
|
5.05K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.25K+ 184.3% |
$391K - $454K
|
6.55K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.65% |
$7.92K - $9.2K
|
13.3K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 239.04% |
$2.05M - $2.38M
|
31.6K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-12.8K- 4.33% |
$1.18M - $1.37M
|
283K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-450K- 4.16% |
$41.4M - $48.1M
|
10.4M
$1.36B
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5+ 0.14% |
$460 - $535
|
3.65K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
465+ 15.96% |
$42.8K - $49.7K
|
3.38K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
857+ 36.5% |
$78.9K - $91.7K
|
3.21K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.1K- 90.95% |
$1.3M - $1.51M
|
1.41K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.47% |
$3.22K - $3.74K
|
2.41K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
203KNew |
$18.7M - $21.7M
|
203K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.13% |
$5.98K - $6.95K
|
5.84K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.7K+ 21.4% |
$4.02M - $4.67M
|
248K
$32.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-807- 10.36% |
$74.3K - $86.3K
|
6.98K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.03K+ 18.33% |
$94.4K - $110K
|
6.62K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
494+ 9.94% |
$45.5K - $52.8K
|
5.46K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$92.1 - $107
|
3.06K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.8K+ 2.03% |
$2.1M - $2.44M
|
1.15M
$150M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2KNew |
$184K - $213K
|
2K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.01K+ 4.36% |
$92.5K - $107K
|
24K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.72K- 4.8% |
$527K - $612K
|
114K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 1.68% |
$27.5K - $32K
|
17.4K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-6.08K- 1.71% |
$559K - $650K
|
349K
$45.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-122- 2.21% |
$11.2K - $13K
|
5.4K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.78K- 1.2% |
$256K - $297K
|
230K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-70.1K- 24.08% |
$6.46M - $7.5M
|
221K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
823+ 11.62% |
$75.8K - $88K
|
7.91K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25.3K- 6.5% |
$2.33M - $2.71M
|
364K
$47.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.26% |
$1.57K - $1.82K
|
6.53K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
869+ 14.55% |
$80K - $92.9K
|
6.84K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.21K+ 2.69% |
$756K - $878K
|
313K
$41.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 2.29% |
$1.84K - $2.14K
|
892
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-82.5K- 22.7% |
$7.6M - $8.83M
|
281K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.4K- 7.24% |
$1.6M - $1.86M
|
222K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.17K+ 30.07% |
$568K - $660K
|
26.7K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
1.98KNew |
$182K - $212K
|
1.98K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
993+ 4.02% |
$91.4K - $106K
|
25.7K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.8K+ 131.09% |
$1.36M - $1.58M
|
26K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-78.2K- 33.1% |
$7.2M - $8.36M
|
158K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
591K+ 2.71% |
$54.4M - $63.2M
|
22.4M
$2.94B
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-139- 2.46% |
$12.8K - $14.9K
|
5.5K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.7KNew |
$1.08M - $1.26M
|
11.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-12K- 34.88% |
$1.1M - $1.28M
|
22.4K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-707- 14.05% |
$65.1K - $75.6K
|
4.32K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-89.7K- 3.57% |
$8.26M - $9.6M
|
2.43M
$318M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.6K- 33.33% |
$1.07M - $1.24M
|
23.2K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-33.9K- 86.26% |
$3.12M - $3.63M
|
5.4K
$709K
|