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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
309+ 3.29% |
$30.8K - $43.5K
|
9.71K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-198- 4.47% |
$19.8K - $27.9K
|
4.23K
$593K
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
SELL
|
- |
-27.1K- 2.12% |
$2.71M - $3.82M
|
1.25M
$175M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.74% |
$200 - $282
|
113
$15.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-202- 3.72% |
$20.2K - $28.5K
|
5.22K
$732K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.66K+ 104.48% |
$265K - $375K
|
5.2K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-61- 2.64% |
$6.09K - $8.59K
|
2.25K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.47KNew |
$146K - $206K
|
1.47K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-215- 7.71% |
$21.5K - $30.3K
|
2.57K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-250- 1.82% |
$25K - $35.2K
|
13.5K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
179+ 9.87% |
$17.9K - $25.2K
|
1.99K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
22+ 0.48% |
$2.2K - $3.1K
|
4.65K
$651K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-17.2K- 5.2% |
$1.72M - $2.42M
|
314K
$43.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
5KNew |
$499K - $704K
|
5K
$700K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5.51K+ 10.95% |
$550K - $776K
|
55.8K
$7.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-3K- 27.27% |
$299K - $423K
|
8K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.69KNew |
$168K - $237K
|
1.69K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87+ 3.53% |
$8.69K - $12.3K
|
2.55K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.26K+ 4.21% |
$226K - $319K
|
56K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
335+ 10.99% |
$33.4K - $47.2K
|
3.38K
$474K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.55% |
$1.2K - $1.69K
|
2.18K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-27- 1.54% |
$2.7K - $3.8K
|
1.73K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-396- 9.6% |
$39.5K - $55.8K
|
3.73K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
682+ 5.46% |
$68.1K - $96.1K
|
13.2K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
91+ 1.74% |
$9.08K - $12.8K
|
5.33K
$746K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
5.67K+ 6.3% |
$566K - $799K
|
95.7K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.95K+ 0.26% |
$195K - $275K
|
755K
$106M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-704- 3.83% |
$70.3K - $99.2K
|
17.7K
$2.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 12.9% |
$399 - $563
|
27
$3.78K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.16KNew |
$215K - $304K
|
2.16K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
197K+ 92.74% |
$19.7M - $27.7M
|
409K
$57.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-216K- 26.15% |
$21.6M - $30.5M
|
611K
$85.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15+ 0.6% |
$1.5K - $2.11K
|
2.51K
$351K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
250+ 5.32% |
$25K - $35.2K
|
4.95K
$692K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-4.16K- 52.02% |
$415K - $586K
|
3.84K
$537K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
51.8K+ 259.93% |
$5.17M - $7.3M
|
71.8K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
13+ 216.67% |
$1.3K - $1.83K
|
19
$2.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.14K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$3.09K - $4.37K
|
4.52K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.4K+ 252.77% |
$1.23M - $1.74M
|
17.3K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$426K - $601K
|
4.27K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 0.31% |
$2.3K - $3.24K
|
7.48K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10K- 21.6% |
$1M - $1.41M
|
36.4K
$5.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.66K+ 10.0% |
$166K - $234K
|
18.3K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 35.28% |
$13.3K - $18.7K
|
244
$34.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 8.05% |
$116K - $163K
|
15.5K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$168K - $237K
|
1.68K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 214.29% |
$2.99K - $4.23K
|
44
$6.16K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137- 2.24% |
$13.7K - $19.3K
|
5.97K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.36K- 1.03% |
$236K - $333K
|
226K
$31.7M
|