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 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
396+ 20.11% |
$44.2K - $55.9K
|
2.37K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$112 - $141
|
3.06K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.1K+ 4.22% |
$2.35M - $2.97M
|
521K
$73.1M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$8.49M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
562+ 1.27% |
$62.8K - $79.3K
|
44.8K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.53K- 3.12% |
$729K - $921K
|
202K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-256- 4.37% |
$28.6K - $36.1K
|
5.6K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$192K - $242K
|
1.72K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 220.17% |
$17.7M - $22.3M
|
230K
$32.4M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-44.6K- 9.49% |
$4.98M - $6.29M
|
425K
$59.8M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.14% |
$2.79K - $3.53K
|
18.1K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.4K+ 2.68% |
$5.62M - $7.11M
|
1.93M
$271M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.8KNew |
$313K - $395K
|
2.8K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 26.85% |
$747K - $944K
|
18.2K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-231- 9.53% |
$25.8K - $32.6K
|
2.19K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
152+ 5.05% |
$17K - $21.4K
|
3.16K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-58.6K- 8.38% |
$6.55M - $8.27M
|
641K
$90M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.74K+ 12.63% |
$752K - $950K
|
60.1K
$8.44M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.14K- 14.09% |
$574K - $725K
|
31.3K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
924+ 14.9% |
$103K - $130K
|
7.12K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-730- 3.51% |
$81.5K - $103K
|
20.1K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
506K+ 59.02% |
$56.5M - $71.3M
|
1.36M
$191M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.82K+ 19.91% |
$650K - $822K
|
35.1K
$4.93M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-23- 1.32% |
$2.57K - $3.24K
|
1.72K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.06% |
$670 - $846
|
9.4K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-30.3K- 55.69% |
$3.38M - $4.27M
|
24.1K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
218+ 3.07% |
$24.3K - $30.8K
|
7.32K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 11.87% |
$311K - $393K
|
20.7K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 4.16% |
$210K - $266K
|
47.1K
$6.62M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-921- 2.55% |
$103K - $130K
|
35.3K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.59K- 27.66% |
$178K - $224K
|
4.16K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-380- 7.59% |
$42.4K - $53.6K
|
4.63K
$650K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.02% |
$1.79K - $2.26K
|
102K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
331+ 106.77% |
$37K - $46.7K
|
641
$90K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
452+ 2.11% |
$50.5K - $63.8K
|
21.9K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.4K+ 5.88% |
$157K - $198K
|
25.3K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.73K+ 64.66% |
$193K - $244K
|
4.4K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.31% |
$1.9K - $2.4K
|
5.43K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 3.84% |
$7.82K - $9.88K
|
1.76K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.19K- 60.47% |
$468K - $591K
|
2.74K
$385K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24+ 0.44% |
$2.68K - $3.39K
|
5.54K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.6K+ 365.79% |
$2.63M - $3.33M
|
30K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 13.34% |
$24.6K - $31K
|
1.87K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.62K+ 8.2% |
$404K - $510K
|
47.7K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
175K+ 17.02% |
$19.6M - $24.7M
|
1.2M
$169M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
139+ 6.09% |
$15.5K - $19.6K
|
2.42K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-156- 1.86% |
$17.4K - $22K
|
8.24K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.6K- 0.74% |
$402K - $508K
|
480K
$67.4M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.76KNew |
$643K - $813K
|
5.76K
$809K
|