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 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
585+ 2.08% |
$53.9K - $62.6K
|
28.8K
$3.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
309+ 10.47% |
$28.4K - $33.1K
|
3.26K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.77K- 5.04% |
$163K - $189K
|
33.3K
$4.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$18.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
629+ 0.91% |
$57.9K - $67.3K
|
69.8K
$9.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-470- 5.53% |
$43.3K - $50.3K
|
8.03K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
487+ 7.92% |
$44.8K - $52.1K
|
6.63K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
222+ 9.08% |
$20.4K - $23.7K
|
2.67K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.3K- 0.91% |
$212K - $246K
|
251K
$33M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 2.69% |
$10.4K - $12.1K
|
4.09K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.05KNew |
$465K - $540K
|
5.05K
$664K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-248- 5.16% |
$22.8K - $26.5K
|
4.56K
$599K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
191+ 1.27% |
$17.6K - $20.4K
|
15.3K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 16.69% |
$1.66M - $1.93M
|
126K
$16.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-440- 2.04% |
$40.5K - $47.1K
|
21.2K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-586- 0.29% |
$54K - $62.7K
|
200K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-206- 1.81% |
$19K - $22K
|
11.2K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.86K- 31.81% |
$539K - $626K
|
12.6K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.64K+ 193.48% |
$795K - $924K
|
13.1K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 139.38% |
$725K - $842K
|
13.5K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 3.86% |
$9.11K - $10.6K
|
2.66K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.04KNew |
$188K - $218K
|
2.04K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
915+ 1.38% |
$84.2K - $97.9K
|
67K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.39KNew |
$220K - $255K
|
2.39K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.94KNew |
$179K - $208K
|
1.94K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.03K+ 14.69% |
$94.8K - $110K
|
8.04K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.1K+ 14.47% |
$101K - $118K
|
8.7K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.27K- 28.7% |
$301K - $350K
|
8.13K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.37% |
$7K - $8.13K
|
2.33K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
36.1K+ 0.77% |
$3.33M - $3.86M
|
4.71M
$620M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21- 0.15% |
$1.93K - $2.25K
|
14.2K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 103.32% |
$48.7K - $56.6K
|
1.04K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.33K+ 9.92% |
$123K - $143K
|
14.8K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 59.52% |
$4.6K - $5.35K
|
34
$4.47K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 1.46% |
$3.31K - $3.85K
|
2.5K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.18K+ 0.44% |
$201K - $233K
|
504K
$66.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.14K- 4.12% |
$381K - $443K
|
96.3K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.16% |
$3.68K - $4.28K
|
25.3K
$3.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-343- 7.7% |
$31.6K - $36.7K
|
4.11K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 3.22% |
$229K - $267K
|
75K
$9.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.29% |
$368 - $428
|
1.4K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.7K- 4.2% |
$1.08M - $1.25M
|
267K
$35.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
288+ 1.41% |
$26.5K - $30.8K
|
20.7K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-334- 4.1% |
$30.8K - $35.7K
|
7.81K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.43% |
$921 - $1.07K
|
2.32K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
391+ 2.85% |
$36K - $41.8K
|
14.1K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.42% |
$234K - $272K
|
176K
$23.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.97K- 2.24% |
$550K - $639K
|
261K
$34.4M
|