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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.98K- 6.16% |
$779K - $985K
|
106K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-215- 4.47% |
$24K - $30.3K
|
4.6K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
47+ 0.29% |
$5.25K - $6.63K
|
16K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.87KNew |
$544K - $687K
|
4.87K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-30- 0.08% |
$3.35K - $4.23K
|
39.4K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.41K- 7.2% |
$157K - $198K
|
18.1K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-183K- 25.79% |
$20.4M - $25.8M
|
525K
$73.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
234K+ 39.23% |
$26.2M - $33.1M
|
832K
$116M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
24.9K+ 3.62% |
$2.78M - $3.51M
|
712K
$99.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 2.36% |
$304K - $385K
|
118K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
438+ 2.98% |
$48.9K - $61.8K
|
15.1K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.79M- 19.79% |
$312M - $394M
|
11.3M
$1.59B
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
125+ 7.1% |
$14K - $17.6K
|
1.89K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 1.3% |
$5.36K - $6.77K
|
3.74K
$524K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
768+ 13.18% |
$85.8K - $108K
|
6.6K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-93- 3.71% |
$10.4K - $13.1K
|
2.41K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-43- 0.82% |
$4.8K - $6.07K
|
5.2K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
64.5K+ 11.11% |
$7.21M - $9.1M
|
645K
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 0.81% |
$48.6K - $61.4K
|
53.3K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 1.57% |
$4.36K - $5.5K
|
2.45K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 5.23% |
$22.3K - $28.2K
|
3.62K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
462K+ 2.02% |
$51.6M - $65.2M
|
23.3M
$3.26B
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
275K+ 53.7% |
$30.7M - $38.8M
|
787K
$110M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
628+ 0.6% |
$70.1K - $88.6K
|
106K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.04K+ 85.76% |
$227K - $287K
|
4.41K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-337- 0.57% |
$37.6K - $47.5K
|
58.5K
$8.2M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
704KNew |
$78.6M - $99.3M
|
704K
$98.6M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
705KNew |
$78.7M - $99.5M
|
705K
$98.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 2.65% |
$145K - $184K
|
47.8K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-630- 2.72% |
$70.4K - $88.9K
|
22.5K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.12K- 11.47% |
$460K - $581K
|
31.8K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-146- 3.09% |
$16.3K - $20.6K
|
4.58K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-110- 5.25% |
$12.3K - $15.5K
|
1.99K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.55K+ 15.2% |
$955K - $1.21M
|
64.8K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 7.88% |
$241K - $304K
|
29.5K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$223 - $282
|
2.59K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 1.71% |
$24.5M - $31M
|
13.1M
$1.83B
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-34.4K- 42.51% |
$3.85M - $4.86M
|
46.6K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-358- 14.03% |
$40K - $50.5K
|
2.19K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
41+ 8.09% |
$4.58K - $5.78K
|
548
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
1.91K
$268K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.28K- 0.55% |
$143K - $180K
|
231K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-162- 3.0% |
$18.1K - $22.9K
|
5.25K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-344- 1.82% |
$38.4K - $48.5K
|
18.5K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.28K+ 18.58% |
$143K - $181K
|
8.17K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.5K+ 406.08% |
$2.18M - $2.75M
|
24.3K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.2K- 1.81% |
$2.59M - $3.27M
|
1.26M
$176M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10+ 0.07% |
$1.12K - $1.41K
|
15.2K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.2% |
$670 - $846
|
3.08K
$431K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-5.8K- 6.3% |
$648K - $819K
|
86.3K
$12.1M
|