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 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.03K- 2.82% |
$463K - $538K
|
173K
$22.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
37.4K+ 826.28% |
$3.44M - $4M
|
41.9K
$5.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
191+ 115.06% |
$17.6K - $20.4K
|
357
$47K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
375+ 0.72% |
$34.5K - $40.1K
|
52.2K
$6.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.19K+ 6.97% |
$202K - $234K
|
33.6K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.51K- 7.97% |
$692K - $804K
|
86.8K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.48K- 8.62% |
$320K - $372K
|
36.9K
$4.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1- 0.04% |
$92.1 - $107
|
2.85K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-1.05K- 11.75% |
$96.7K - $112K
|
7.89K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.28K- 19.94% |
$394K - $458K
|
17.2K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$31.1K - $36.2K
|
25.5K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-235- 0.53% |
$21.6K - $25.1K
|
44.5K
$5.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
805+ 1.82% |
$74.1K - $86.1K
|
45K
$5.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.2K+ 44.07% |
$1.86M - $2.16M
|
65.9K
$8.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.28K- 0.57% |
$118K - $137K
|
223K
$29.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 15.29% |
$128K - $148K
|
7.69K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-9- 4.59% |
$829 - $963
|
187
$24.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-551- 7.11% |
$50.7K - $58.9K
|
7.2K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
SELL
|
- |
-31.5K- 1.91% |
$2.9M - $3.37M
|
1.62M
$213M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
225+ 2.96% |
$20.7K - $24.1K
|
7.82K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.86K- 3.73% |
$632K - $734K
|
177K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 19.47% |
$2.03K - $2.35K
|
135
$17.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$458K - $533K
|
4.98K
$655K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.64K+ 173.68% |
$151K - $176K
|
2.59K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
887+ 8.96% |
$81.7K - $94.9K
|
10.8K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
315+ 1.88% |
$29K - $33.7K
|
17.1K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.38K- 27.09% |
$127K - $147K
|
3.71K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
171+ 19.7% |
$15.7K - $18.3K
|
1.04K
$137K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
475+ 6.51% |
$43.7K - $50.8K
|
7.77K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.4K+ 1.44% |
$1.51M - $1.75M
|
1.15M
$152M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
212+ 8.19% |
$19.5K - $22.7K
|
2.8K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 0.58% |
$1.33M - $1.55M
|
2.53M
$333M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
82+ 0.94% |
$7.55K - $8.77K
|
8.82K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.03K+ 7.84% |
$94.6K - $110K
|
14.1K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
28.7K+ 1.06% |
$2.64M - $3.07M
|
2.73M
$360M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
174+ 138.1% |
$16K - $18.6K
|
300
$39.5K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-387- 1.09% |
$35.6K - $41.4K
|
35K
$4.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.92KNew |
$453K - $527K
|
4.92K
$648K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.65K+ 8.14% |
$336K - $391K
|
48.5K
$6.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
186K+ 9.75% |
$17.2M - $19.9M
|
2.1M
$276M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 5.17% |
$4.97K - $5.78K
|
1.1K
$145K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 8.75% |
$252K - $292K
|
28.5K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 65.87% |
$143K - $166K
|
3.91K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-899- 3.55% |
$82.8K - $96.2K
|
24.4K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.4K- 27.73% |
$497K - $578K
|
14.1K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
178+ 5.37% |
$16.4K - $19K
|
3.49K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219+ 210.58% |
$20.2K - $23.4K
|
323
$42.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70+ 0.1% |
$6.44K - $7.49K
|
68.1K
$8.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 0.59% |
$14.1K - $16.4K
|
25.9K
$3.41M
|