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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 3.08% |
$24.6K - $28.6K
|
8.41K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
424+ 16.35% |
$39K - $45.4K
|
3.02K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.06K- 70.69% |
$742K - $862K
|
3.34K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
111+ 21.1% |
$10.2K - $11.9K
|
637
$83.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
27+ 0.39% |
$2.49K - $2.89K
|
7K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
43+ 0.07% |
$3.96K - $4.6K
|
58.6K
$7.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-485- 3.32% |
$44.7K - $51.9K
|
14.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 13.01% |
$634K - $737K
|
46.1K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$96.4K - $112K
|
1.05K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
41.8K+ 42.99% |
$3.85M - $4.47M
|
139K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.83K+ 31.54% |
$168K - $196K
|
7.63K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60.8KNew |
$5.6M - $6.51M
|
60.8K
$8.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.1K- 82.51% |
$1.12M - $1.3M
|
2.57K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
274+ 5.31% |
$25.2K - $29.3K
|
5.43K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
247K+ 17.54% |
$22.8M - $26.4M
|
1.66M
$218M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.66K+ 4.83% |
$245K - $285K
|
57.8K
$7.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
11K+ 354.22% |
$1.01M - $1.18M
|
14.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.66% |
$4.6K - $5.35K
|
7.55K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.74K+ 8.0% |
$528K - $614K
|
77.4K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 13.5% |
$63.3K - $73.6K
|
4.41K
$580K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.2K- 17.3% |
$295K - $342K
|
15.3K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.08K+ 5.34% |
$836K - $971K
|
179K
$23.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.15K+ 18.82% |
$658K - $765K
|
45.1K
$5.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
365+ 0.05% |
$33.6K - $39K
|
750K
$98.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
903+ 1.83% |
$83.1K - $96.6K
|
50.3K
$6.61M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.45K+ 23.31% |
$317K - $369K
|
18.2K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-55K- 3.65% |
$5.06M - $5.88M
|
1.45M
$191M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4K+ 4.72% |
$368K - $428K
|
88.8K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-61.3K- 31.79% |
$5.64M - $6.56M
|
132K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.92% |
$9.94K - $11.6K
|
11.9K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-440- 12.68% |
$40.5K - $47.1K
|
3.03K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
39New |
$3.59K - $4.17K
|
39
$5.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
251+ 1.54% |
$23.1K - $26.8K
|
16.6K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.31K- 22.02% |
$121K - $140K
|
4.65K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-10.5K- 51.54% |
$967K - $1.12M
|
9.87K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-594K- 60.63% |
$54.7M - $63.5M
|
386K
$50.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.76K- 3.25% |
$254K - $295K
|
82K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.04K+ 0.72% |
$741K - $860K
|
1.13M
$149M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.57K+ 1.67% |
$145K - $168K
|
95.9K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-373- 0.71% |
$34.3K - $39.9K
|
52.5K
$6.9M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
570+ 5.3% |
$52.5K - $61K
|
11.3K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.21% |
$644 - $749
|
3.37K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.67KNew |
$798K - $927K
|
8.67K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$238K - $276K
|
2.58K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
236K+ 86.97% |
$21.7M - $25.3M
|
508K
$66.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.63% |
$6.91K - $8.02K
|
11.8K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.71K+ 11.23% |
$341K - $397K
|
36.7K
$4.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.88K- 49.65% |
$726K - $843K
|
7.99K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$45.8K - $53.2K
|
66.9K
$8.8M
|