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 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-895- 22.33% |
$124K - $144K
|
3.11K
$496K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-68- 8.92% |
$9.46K - $11K
|
694
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21New |
$2.92K - $3.38K
|
21
$3.35K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
95+ 0.63% |
$13.2K - $15.3K
|
15.2K
$2.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7+ 0.12% |
$974 - $1.13K
|
6.09K
$971K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
732+ 2.17% |
$102K - $118K
|
34.5K
$5.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
SELL
|
- |
-169- 39.67% |
$23.5K - $27.2K
|
257
$41K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.08% |
$2.78K - $3.22K
|
23.7K
$3.78M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.8K- 2.32% |
$1.08M - $1.26M
|
328K
$52.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
81New |
$11.3K - $13.1K
|
81
$12.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.09K- 25.26% |
$291K - $337K
|
6.19K
$988K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
154+ 0.65% |
$21.4K - $24.8K
|
23.8K
$3.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.97K- 1.27% |
$274K - $318K
|
153K
$24.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-80- 1.69% |
$11.1K - $12.9K
|
4.64K
$740K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-14- 0.08% |
$1.95K - $2.26K
|
17.2K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.66K- 15.91% |
$370K - $428K
|
14K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
201+ 7.69% |
$28K - $32.4K
|
2.81K
$449K
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-147- 1.33% |
$20.4K - $23.7K
|
10.9K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2K- 9.61% |
$278K - $322K
|
18.8K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
5.87K+ 16.31% |
$817K - $946K
|
41.9K
$6.68M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
5.18KNew |
$720K - $834K
|
5.18K
$825K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-54- 2.49% |
$7.51K - $8.7K
|
2.11K
$337K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
277+ 0.31% |
$38.5K - $44.6K
|
88.7K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-684- 13.51% |
$95.1K - $110K
|
4.38K
$698K
|
|
|
Nov 05, 2025
Q3 2025
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-1.02M- 24.53% |
$142M - $165M
|
3.15M
$502M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-43- 59.72% |
$5.98K - $6.93K
|
29
$4.62K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 0.79% |
$4.73K - $5.48K
|
4.36K
$695K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.89% |
$2.64K - $3.06K
|
2.17K
$345K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
363+ 16.6% |
$50.5K - $58.5K
|
2.55K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.04K+ 2.57% |
$283K - $328K
|
81.2K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.2K+ 44.21% |
$724K - $839K
|
17K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-244- 12.47% |
$33.9K - $39.3K
|
1.71K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.07% |
$278 - $322
|
2.93K
$468K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.74K+ 5.28% |
$241K - $280K
|
34.6K
$5.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.11K - $1.29K
|
7.86K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
108+ 0.73% |
$15K - $17.4K
|
14.9K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.19K+ 7.73% |
$166K - $192K
|
16.6K
$2.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-30.7K- 11.19% |
$4.28M - $4.95M
|
244K
$38.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
5.2K+ 1.05% |
$723K - $837K
|
500K
$79.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.35KNew |
$187K - $217K
|
1.35K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.74K- 30.15% |
$382K - $442K
|
6.36K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26.6K- 28.97% |
$3.7M - $4.29M
|
65.3K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.02K- 1.37% |
$559K - $647K
|
289K
$46M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.79K- 4.22% |
$1.08M - $1.26M
|
177K
$28.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-52- 0.65% |
$7.23K - $8.38K
|
7.95K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-33- 1.3% |
$4.59K - $5.32K
|
2.51K
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
13+ 0.31% |
$1.81K - $2.1K
|
4.16K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
302+ 2.29% |
$42K - $48.7K
|
13.5K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 4.6% |
$314K - $364K
|
51.3K
$8.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-2.17K- 0.9% |
$302K - $350K
|
240K
$38.2M
|
|