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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.1K- 4.7% |
$193K - $225K
|
42.5K
$5.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.71K- 9.2% |
$341K - $396K
|
36.6K
$4.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93K+ 1.24% |
$178K - $206K
|
158K
$20.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.57K- 3.04% |
$697K - $809K
|
241K
$31.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
5+ 0.05% |
$460 - $535
|
10.2K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$1.31M - $1.52M
|
14.2K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-392- 7.35% |
$36.1K - $41.9K
|
4.94K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 10.92% |
$158K - $184K
|
17.4K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 9.28% |
$5.34K - $6.2K
|
683
$89.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.84K- 3.55% |
$814K - $946K
|
240K
$31.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
346+ 2.73% |
$31.9K - $37K
|
13K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.35M
|
12.6K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-928- 5.78% |
$85.4K - $99.3K
|
15.1K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.73K- 36.16% |
$251K - $292K
|
4.82K
$634K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.18% |
$14.5K - $16.9K
|
13.3K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-680- 6.33% |
$62.6K - $72.7K
|
10.1K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
199+ 4.63% |
$18.3K - $21.3K
|
4.5K
$592K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-348- 4.6% |
$32K - $37.2K
|
7.22K
$950K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.79K- 0.84% |
$165K - $192K
|
212K
$27.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.42KNew |
$131K - $152K
|
1.42K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$92.1K - $107K
|
1K
$132K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.98% |
$92.1 - $107
|
103
$13.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-3.6K- 51.43% |
$331K - $385K
|
3.4K
$447K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-41- 1.24% |
$3.77K - $4.39K
|
3.26K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 10.2% |
$127K - $148K
|
12.2K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.77K- 32.8% |
$347K - $404K
|
7.73K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-55- 7.3% |
$5.06K - $5.88K
|
698
$91.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-245- 1.98% |
$22.6K - $26.2K
|
12.1K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-580- 40.56% |
$53.4K - $62K
|
850
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.87K+ 54.51% |
$356K - $414K
|
11K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.79% |
$2.03K - $2.35K
|
2.82K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
18+ 0.6% |
$1.66K - $1.93K
|
3.02K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
166+ 0.81% |
$15.3K - $17.8K
|
20.7K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
11.8K+ 13.0% |
$1.09M - $1.27M
|
103K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-118K- 90.34% |
$10.9M - $12.7M
|
12.7K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 19.13% |
$127K - $148K
|
8.6K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7.4K+ 7.23% |
$681K - $792K
|
110K
$14.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
83.4K+ 222.06% |
$7.68M - $8.92M
|
121K
$15.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 1.09% |
$1.01K - $1.18K
|
1K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
344+ 5.92% |
$31.7K - $36.8K
|
6.15K
$810K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-343- 2.0% |
$31.6K - $36.7K
|
16.8K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
10.4K+ 2.84% |
$954K - $1.11M
|
376K
$49.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 1.59% |
$3.22K - $3.74K
|
2.24K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
568+ 24.66% |
$52.3K - $60.8K
|
2.87K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 4.45% |
$245K - $285K
|
62.4K
$8.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 0.85% |
$9.48K - $11K
|
12.3K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
107+ 2.02% |
$9.85K - $11.4K
|
5.41K
$711K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-78- 3.79% |
$7.18K - $8.34K
|
1.98K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
92.6K+ 25.2% |
$8.52M - $9.9M
|
460K
$60.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90New |
$8.29K - $9.63K
|
90
$11.8K
|