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 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
191+ 3.8% |
$17.6K - $20.4K
|
5.21K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
742+ 17.63% |
$68.3K - $79.4K
|
4.95K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.08% |
$184 - $214
|
2.63K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
77K+ 168.5% |
$7.09M - $8.23M
|
123K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 50.0% |
$55.2K - $64.2K
|
600
$79K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
2.01KNew |
$185K - $215K
|
2.01K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.55K- 1.71% |
$511K - $593K
|
319K
$42M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.68K- 1.34% |
$339K - $393K
|
271K
$35.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6K- 51.19% |
$552K - $642K
|
5.72K
$753K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
219+ 1.64% |
$20.2K - $23.4K
|
13.6K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
222+ 321.74% |
$20.4K - $23.7K
|
291
$38.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-322- 12.28% |
$29.6K - $34.4K
|
2.3K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-15.7K- 8.53% |
$1.44M - $1.67M
|
168K
$22.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5.73KNew |
$528K - $613K
|
5.73K
$755K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-26.1K- 4.54% |
$2.4M - $2.79M
|
548K
$72.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.45K- 9.23% |
$134K - $155K
|
14.3K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.75K- 12.53% |
$253K - $294K
|
19.2K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
177+ 6.5% |
$16.3K - $18.9K
|
2.9K
$382K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.02KNew |
$186K - $216K
|
2.02K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.36K- 3.33% |
$585K - $680K
|
185K
$24.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.09K+ 4.41% |
$100K - $116K
|
25.8K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-732K- 8.29% |
$67.4M - $78.3M
|
8.1M
$1.07B
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
918+ 39.48% |
$84.5K - $98.2K
|
3.24K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
183+ 0.88% |
$16.8K - $19.6K
|
20.9K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 5.81% |
$112K - $130K
|
22.2K
$2.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
11.2K+ 32.56% |
$1.03M - $1.2M
|
45.6K
$6M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.78K- 6.98% |
$256K - $298K
|
37.1K
$4.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.79K- 73.34% |
$901K - $1.05M
|
3.56K
$468K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
29.8K+ 77.81% |
$2.74M - $3.19M
|
68.1K
$8.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-302- 1.95% |
$27.8K - $32.3K
|
15.2K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 3.47% |
$1.01K - $1.18K
|
328
$43.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.87% |
$9.21K - $10.7K
|
1.17K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65+ 1.45% |
$5.98K - $6.95K
|
4.55K
$599K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.37K+ 3.28% |
$494K - $574K
|
169K
$22.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
860+ 14.86% |
$79.2K - $92K
|
6.65K
$875K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
768+ 0.67% |
$70.7K - $82.1K
|
116K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 7.66% |
$180K - $209K
|
23.6K
$3.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
130K+ 7.94% |
$12M - $13.9M
|
1.77M
$232M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.02K- 1.02% |
$462K - $537K
|
485K
$63.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
122K+ 38.63% |
$11.2M - $13M
|
437K
$57.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.76K- 2.28% |
$162K - $188K
|
75.4K
$9.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-568- 1.02% |
$52.3K - $60.8K
|
55.1K
$7.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 0.04% |
$552 - $642
|
15.9K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-703- 0.33% |
$64.7K - $75.2K
|
210K
$27.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
30.7K+ 16.13% |
$2.83M - $3.29M
|
221K
$29.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-88.1K- 73.61% |
$8.11M - $9.42M
|
31.6K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.45K- 15.89% |
$318K - $369K
|
18.3K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
97+ 3.27% |
$8.93K - $10.4K
|
3.06K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
31+ 5.7% |
$2.85K - $3.32K
|
575
$75.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
30.4K+ 9.22% |
$2.8M - $3.25M
|
360K
$47.3M
|