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 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59- 2.65% |
$6.59K - $8.32K
|
2.17K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
982+ 5.86% |
$110K - $139K
|
17.7K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-510- 12.15% |
$57K - $72K
|
3.69K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-776- 3.0% |
$86.7K - $109K
|
25.1K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
92KNew |
$10.3M - $13M
|
92K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.82K- 15.89% |
$538K - $679K
|
25.5K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-103- 3.1% |
$11.5K - $14.5K
|
3.22K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 2.82% |
$13.5K - $17.1K
|
4.41K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.64M+ 6.93% |
$853M - $1.08B
|
118M
$16.5B
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$227K - $286K
|
2.03K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
78+ 3.64% |
$8.71K - $11K
|
2.22K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
37+ 1.49% |
$4.13K - $5.22K
|
2.52K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.16KNew |
$241K - $305K
|
2.16K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99K+ 3.62% |
$223K - $281K
|
57K
$8.01M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-290- 4.38% |
$32.4K - $40.9K
|
6.33K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-29.5K- 2.5% |
$3.29M - $4.15M
|
1.15M
$162M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.9KNew |
$1.21M - $1.53M
|
10.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
489New |
$54.6K - $69K
|
489
$68.7K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-43- 0.79% |
$4.8K - $6.07K
|
5.42K
$761K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
112New |
$12.5K - $15.8K
|
112
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-68K- 0.62% |
$7.59M - $9.59M
|
11M
$1.54B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.83K- 44.35% |
$204K - $258K
|
2.3K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-389- 7.42% |
$43.4K - $54.9K
|
4.85K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 4.47% |
$39.9K - $50.4K
|
7.62K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.73K- 13.99% |
$975K - $1.23M
|
53.7K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9.76K- 14.39% |
$1.09M - $1.38M
|
58K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
366+ 2.18% |
$40.9K - $51.6K
|
17.1K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-127- 6.75% |
$14.2K - $17.9K
|
1.76K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.42K+ 26.27% |
$159K - $201K
|
6.83K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-74- 1.53% |
$8.26K - $10.4K
|
4.78K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-248- 99.2% |
$27.7K - $35K
|
2
$281
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
60.4KNew |
$6.75M - $8.52M
|
60.4K
$8.48M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
635K+ 40.43% |
$70.9M - $89.6M
|
2.2M
$310M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.11K+ 12.26% |
$1.02M - $1.29M
|
83.4K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-400- 1.09% |
$44.7K - $56.4K
|
36.3K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
897+ 3.99% |
$100K - $127K
|
23.4K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-177- 0.83% |
$19.8K - $25K
|
21K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.84K+ 4.08% |
$206K - $260K
|
47K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-19- 0.22% |
$2.12K - $2.68K
|
8.69K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-505K- 60.85% |
$56.4M - $71.2M
|
325K
$45.6M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
206New |
$23K - $29.1K
|
206
$28.9K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
378+ 2.72% |
$42.2K - $53.3K
|
14.3K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.13K+ 48.72% |
$350K - $442K
|
9.57K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
41.2K+ 591.2% |
$4.6M - $5.81M
|
48.1K
$6.76M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
667+ 6.68% |
$74.5K - $94.1K
|
10.6K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 5.15% |
$215K - $272K
|
39.3K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.87K- 0.46% |
$320K - $405K
|
618K
$86.8M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-239- 1.87% |
$26.7K - $33.7K
|
12.5K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.09K- 10.65% |
$122K - $154K
|
9.15K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.75K- 24.81% |
$195K - $247K
|
5.3K
$745K
|