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 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.96% |
$2.23K - $2.82K
|
2.06K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-946- 5.2% |
$106K - $133K
|
17.2K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
25.4K+ 9.55% |
$2.83M - $3.58M
|
291K
$40.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.28K- 55.8% |
$478K - $604K
|
3.39K
$476K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
760+ 3.99% |
$84.9K - $107K
|
19.8K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
302+ 73.84% |
$33.7K - $42.6K
|
711
$99.9K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 0.67% |
$137K - $173K
|
183K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-69- 2.56% |
$7.71K - $9.73K
|
2.63K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-313- 2.09% |
$35K - $44.2K
|
14.7K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.13K+ 117.74% |
$350K - $442K
|
5.79K
$814K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 4.9% |
$167K - $211K
|
29K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-1.63K- 38.87% |
$182K - $230K
|
2.56K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-800- 8.17% |
$89.3K - $113K
|
8.99K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-287- 5.29% |
$32.1K - $40.5K
|
5.14K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 8.32% |
$131K - $165K
|
12.9K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.81KNew |
$202K - $255K
|
1.81K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-127K- 10.71% |
$14.2M - $17.9M
|
1.06M
$149M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-433- 5.58% |
$48.4K - $61.1K
|
7.33K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
674+ 11.85% |
$75.3K - $95.1K
|
6.36K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.79K- 12.56% |
$312K - $394K
|
19.4K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$813K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
7.08K+ 18.5% |
$790K - $998K
|
45.3K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-649- 9.3% |
$72.5K - $91.6K
|
6.33K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-243- 12.26% |
$27.1K - $34.3K
|
1.74K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.07K+ 7.34% |
$790K - $998K
|
103K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 20.48% |
$14.3K - $18.1K
|
753
$106K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179+ 22.74% |
$20K - $25.3K
|
966
$136K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 12.37% |
$24.5K - $30.9K
|
1.99K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 13.19% |
$39.5K - $49.9K
|
3.04K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.01K+ 5.42% |
$225K - $284K
|
39.2K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-96.8K- 66.78% |
$10.8M - $13.7M
|
48.1K
$6.76M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
86.4K+ 314.18% |
$9.65M - $12.2M
|
114K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 8.96% |
$206K - $260K
|
22.5K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2+ 0.08% |
$223 - $282
|
2.47K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-61- 1.29% |
$6.81K - $8.61K
|
4.67K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.11% |
$223 - $282
|
1.83K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.52K- 0.99% |
$840K - $1.06M
|
753K
$106M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.1K- 36.0% |
$905K - $1.14M
|
14.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-374- 4.36% |
$41.8K - $52.8K
|
8.2K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
985+ 31.01% |
$110K - $139K
|
4.16K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-6- 0.11% |
$670 - $846
|
5.43K
$762K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
39.4K+ 3.43% |
$4.4M - $5.55M
|
1.19M
$167M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-237- 0.53% |
$26.5K - $33.4K
|
44.8K
$6.29M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$37.1K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.38KNew |
$377K - $476K
|
3.38K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 4.46% |
$22.6K - $28.5K
|
4.73K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.05K+ 35.25% |
$340K - $430K
|
11.7K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
51.1KNew |
$5.7M - $7.2M
|
51.1K
$7.17M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-287- 11.01% |
$32.1K - $40.5K
|
2.32K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
22.6KNew |
$2.52M - $3.19M
|
22.6K
$3.18M
|