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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
56New |
$6.25K - $7.9K
|
56
$7.87K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
625+ 1.52% |
$69.8K - $88.2K
|
41.7K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.3MNew |
$2.16B - $2.72B
|
19.3M
$2.71B
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
194+ 1.42% |
$21.7K - $27.4K
|
13.9K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-130K- 5.03% |
$14.5M - $18.3M
|
2.45M
$344M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-24- 0.35% |
$2.68K - $3.39K
|
6.74K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-600- 19.35% |
$67K - $84.6K
|
2.5K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 16.08% |
$3.42M - $4.32M
|
221K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.39% |
$145K - $183K
|
5.77K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6K+ 106.67% |
$179K - $226K
|
3.1K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 10.57% |
$129M - $164M
|
12.1M
$1.7B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.8M- 51.56% |
$201M - $253M
|
1.69M
$237M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
255+ 6.79% |
$28.5K - $36K
|
4.01K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
404K+ 3.01% |
$45.1M - $57M
|
13.8M
$1.94B
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
286+ 8.16% |
$31.9K - $40.3K
|
3.79K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
96+ 3.37% |
$10.7K - $13.5K
|
2.95K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.84K- 13.39% |
$428K - $541K
|
24.8K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 1.63% |
$5.58K - $7.05K
|
3.02K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
39.8K+ 11.85% |
$4.44M - $5.61M
|
375K
$52.7M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-244- 2.65% |
$27.2K - $34.4K
|
8.97K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12.3K- 14.67% |
$1.37M - $1.73M
|
71.4K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.06K+ 6.09% |
$900K - $1.14M
|
140K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.29K- 0.35% |
$144K - $181K
|
365K
$51.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
295+ 8.08% |
$32.9K - $41.6K
|
3.94K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 1.07% |
$1.91M - $2.41M
|
1.62M
$227M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.46K+ 96.83% |
$945K - $1.19M
|
17.2K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
488+ 51.1% |
$54.5K - $68.8K
|
1.44K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-16.4K- 30.62% |
$1.83M - $2.31M
|
37.1K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-12- 0.14% |
$1.34K - $1.69K
|
8.86K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.3KNew |
$1.37M - $1.73M
|
12.3K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
228K+ 11.84% |
$25.5M - $32.2M
|
2.15M
$302M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-208K- 9.3% |
$23.3M - $29.4M
|
2.03M
$285M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
213+ 11.01% |
$23.8K - $30.1K
|
2.15K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.13K+ 176.62% |
$238K - $301K
|
3.34K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-2.6K- 20.8% |
$290K - $367K
|
9.9K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-1.16K- 1.87% |
$130K - $164K
|
61K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
704K+ 35.48% |
$78.6M - $99.3M
|
2.69M
$377M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-1.23M- 77.25% |
$138M - $174M
|
363K
$51M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-246- 4.26% |
$27.5K - $34.7K
|
5.53K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.84K+ 8.35% |
$764K - $965K
|
88.8K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 71.45% |
$151K - $190K
|
3.24K
$455K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
650K+ 124.73% |
$72.6M - $91.8M
|
1.17M
$165M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-206- 10.54% |
$23K - $29.1K
|
1.75K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-31.2K- 9.96% |
$3.48M - $4.4M
|
282K
$39.6M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-608K- 27.17% |
$67.9M - $85.8M
|
1.63M
$229M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
460+ 3.98% |
$51.4K - $64.9K
|
12K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.83K- 43.76% |
$205K - $258K
|
2.35K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
79+ 3.09% |
$8.82K - $11.1K
|
2.64K
$371K
|