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 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$308K - $358K
|
3.35K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 28.6% |
$144K - $167K
|
3.91K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-42- 1.2% |
$3.87K - $4.49K
|
3.47K
$457K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.29K- 6.99% |
$855K - $994K
|
124K
$16.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
740+ 0.21% |
$68.1K - $79.2K
|
353K
$46.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-19- 0.92% |
$1.75K - $2.03K
|
2.04K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
707+ 15.35% |
$65.1K - $75.6K
|
5.31K
$699K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-990- 1.82% |
$91.1K - $106K
|
53.3K
$7.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.11K+ 21.4% |
$194K - $226K
|
12K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34.8K+ 107.68% |
$3.21M - $3.73M
|
67.2K
$8.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 12.37% |
$1.1K - $1.28K
|
109
$14.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.07KNew |
$559K - $649K
|
6.07K
$799K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
264+ 4.77% |
$24.3K - $28.2K
|
5.8K
$764K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.38% |
$2.12K - $2.46K
|
6.11K
$804K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
174+ 0.58% |
$16K - $18.6K
|
30K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.4K+ 21.28% |
$2.43M - $2.82M
|
150K
$19.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-48.9K- 7.58% |
$4.5M - $5.23M
|
596K
$78.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.04% |
$184 - $214
|
4.92K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-236- 4.92% |
$21.7K - $25.2K
|
4.56K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.2K+ 32.51% |
$847K - $984K
|
37.5K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
407+ 0.09% |
$37.5K - $43.5K
|
443K
$58.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
113+ 0.29% |
$10.4K - $12.1K
|
39K
$5.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-783- 2.22% |
$72.1K - $83.7K
|
34.5K
$4.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.92K- 46.71% |
$177K - $206K
|
2.2K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-298- 1.1% |
$27.4K - $31.9K
|
26.7K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.99K+ 134.91% |
$459K - $534K
|
8.69K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 8.31% |
$18.5K - $21.5K
|
2.62K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-51- 4.55% |
$4.7K - $5.45K
|
1.07K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.5K- 1.02% |
$322K - $374K
|
339K
$44.6M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.9K- 10.92% |
$543K - $631K
|
48.2K
$6.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
47+ 1.94% |
$4.33K - $5.03K
|
2.47K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-68- 1.72% |
$6.26K - $7.27K
|
3.88K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
175+ 0.19% |
$16.1K - $18.7K
|
94.5K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
97+ 0.09% |
$8.93K - $10.4K
|
102K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-236- 2.24% |
$21.7K - $25.2K
|
10.3K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.29K+ 1.67% |
$395K - $459K
|
262K
$34.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8+ 0.02% |
$737 - $856
|
44.6K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
340+ 3.01% |
$31.3K - $36.4K
|
11.6K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.01% |
$92.1 - $107
|
17K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.93% |
$2.12K - $2.46K
|
2.5K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.29K+ 16.35% |
$487K - $565K
|
37.6K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 1.23% |
$7.27K - $8.45K
|
6.33K
$833K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-470- 5.73% |
$43.3K - $50.3K
|
7.73K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.24% |
$460 - $535
|
2.1K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
125+ 1.56% |
$11.5K - $13.4K
|
8.16K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
822+ 28.11% |
$75.7K - $87.9K
|
3.75K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 10.75% |
$152K - $177K
|
17.1K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 5.4% |
$11.3K - $13.2K
|
2.4K
$316K
|