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
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$272K - $316K
|
2.95K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$238K - $277K
|
2.59K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.26K- 35.73% |
$116K - $135K
|
2.27K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.19% |
$921 - $1.07K
|
5.39K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-515- 6.78% |
$47.4K - $55.1K
|
7.09K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-152- 2.53% |
$14K - $16.3K
|
5.86K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
533+ 0.26% |
$49.1K - $57K
|
202K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 8.9% |
$27.6K - $32.1K
|
3.07K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-939- 19.34% |
$86.5K - $100K
|
3.92K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-27.4K- 59.25% |
$2.52M - $2.93M
|
18.8K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-603- 9.67% |
$55.5K - $64.5K
|
5.63K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 6.32% |
$49.7K - $57.8K
|
8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-339- 4.85% |
$31.2K - $36.3K
|
6.65K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
215K+ 12.71% |
$19.8M - $23M
|
1.9M
$250M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$105K - $122K
|
29.1K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
234+ 1.71% |
$21.5K - $25K
|
13.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.19K- 31.31% |
$386K - $448K
|
9.19K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-926- 6.6% |
$85.3K - $99K
|
13.1K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
26K+ 18.47% |
$2.4M - $2.79M
|
167K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 12.42% |
$104K - $121K
|
10.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-50- 2.28% |
$4.6K - $5.35K
|
2.15K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-900- 11.86% |
$82.9K - $96.3K
|
6.69K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 3.92% |
$230K - $267K
|
61.2K
$8.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-51- 2.44% |
$4.7K - $5.45K
|
2.04K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
253+ 6.44% |
$23.3K - $27.1K
|
4.18K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-890- 2.4% |
$81.9K - $95.2K
|
36.2K
$4.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2+ 0.03% |
$184 - $214
|
5.98K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6.91K+ 7.31% |
$636K - $739K
|
101K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.1K+ 1.65% |
$1.3M - $1.51M
|
870K
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
29.6K+ 31.32% |
$2.73M - $3.17M
|
124K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.11KNew |
$194K - $225K
|
2.11K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.43K+ 4.2% |
$592K - $688K
|
160K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.79K- 15.33% |
$349K - $405K
|
20.9K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-325- 39.39% |
$29.9K - $34.8K
|
500
$65.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.8K+ 0.93% |
$1.91M - $2.22M
|
2.25M
$295M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.4K+ 16.28% |
$958K - $1.11M
|
74.3K
$9.75M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-4.04K- 2.83% |
$372K - $433K
|
139K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.61K+ 9.76% |
$148K - $172K
|
18.1K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
59.4K+ 9.84% |
$5.47M - $6.36M
|
664K
$87.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
5.97MNew |
$550M - $639M
|
5.97M
$783M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.6M- 17.34% |
$792M - $920M
|
41M
$5.38B
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
18.8K+ 9.78% |
$1.73M - $2.01M
|
211K
$27.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.7K+ 10.03% |
$617K - $717K
|
73.6K
$9.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
15.3K+ 1.26% |
$1.41M - $1.64M
|
1.23M
$162M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-19.3K- 2.54% |
$1.77M - $2.06M
|
739K
$97M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-35.8K- 3.06% |
$3.29M - $3.83M
|
1.13M
$149M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-55- 31.61% |
$5.06K - $5.88K
|
119
$15.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.34KNew |
$399K - $464K
|
4.34K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47+ 1.89% |
$4.33K - $5.03K
|
2.53K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 3.08% |
$24.6K - $28.6K
|
8.41K
$1.1M
|