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 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
345+ 0.12% |
$31.8K - $36.9K
|
286K
$37.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-32- 0.09% |
$2.95K - $3.42K
|
36.9K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.27K+ 75.22% |
$209K - $242K
|
5.28K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.16K+ 4.31% |
$567K - $659K
|
149K
$19.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$96.9K - $113K
|
1.05K
$138K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.83KNew |
$260K - $302K
|
2.83K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.18K+ 29.16% |
$108K - $126K
|
5.21K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-103- 3.75% |
$9.48K - $11K
|
2.65K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$274K - $318K
|
2.97K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-142- 4.17% |
$13.1K - $15.2K
|
3.26K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-3.52K- 57.53% |
$324K - $377K
|
2.6K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-119- 2.29% |
$11K - $12.7K
|
5.07K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-392- 3.63% |
$36.1K - $41.9K
|
10.4K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.43KNew |
$132K - $153K
|
1.43K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.55KNew |
$511K - $594K
|
5.55K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.13K- 1.4% |
$288K - $335K
|
220K
$29M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-23.5K- 13.14% |
$2.16M - $2.51M
|
155K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 4.14% |
$116K - $135K
|
31.7K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.88KNew |
$265K - $308K
|
2.88K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$32K - $37.2K
|
348
$45.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$92.1 - $107
|
5.85K
$769K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.11K- 0.27% |
$102K - $118K
|
414K
$54.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
95+ 2.19% |
$8.75K - $10.2K
|
4.43K
$583K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
73.4K+ 91.31% |
$6.75M - $7.85M
|
154K
$20.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
10K+ 33.56% |
$921K - $1.07M
|
39.8K
$5.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-7.86K- 1.32% |
$724K - $841K
|
589K
$77.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
97.8K+ 15.74% |
$9M - $10.5M
|
719K
$94.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 45.77% |
$142K - $165K
|
4.9K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 0.33% |
$6.91K - $8.02K
|
22.4K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-116- 3.55% |
$10.7K - $12.4K
|
3.15K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.76% |
$552 - $642
|
791
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.02K+ 24.21% |
$186K - $216K
|
10.4K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-450- 5.07% |
$41.4K - $48.1K
|
8.43K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-181- 20.16% |
$16.7K - $19.4K
|
717
$94.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-176- 2.91% |
$16.2K - $18.8K
|
5.87K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-157- 15.38% |
$14.5K - $16.8K
|
864
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-62- 1.94% |
$5.71K - $6.63K
|
3.13K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$460 - $535
|
5
$658
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.92K+ 10.34% |
$913K - $1.06M
|
106K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.37K- 52.05% |
$402K - $467K
|
4.02K
$529K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
56+ 1.86% |
$5.16K - $5.99K
|
3.07K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
30+ 3.0% |
$2.76K - $3.21K
|
1.03K
$136K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
275+ 3.06% |
$25.3K - $29.4K
|
9.25K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 6.81% |
$35.7K - $41.5K
|
6.08K
$801K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 10.68% |
$230K - $267K
|
20.9K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
71+ 3.02% |
$6.54K - $7.59K
|
2.42K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.31K- 1.32% |
$305K - $354K
|
248K
$32.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.29K+ 55.64% |
$671K - $780K
|
20.4K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
405+ 6.21% |
$37.3K - $43.3K
|
6.92K
$911K
|