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
|
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
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 4.98% |
$145K - $183K
|
27.4K
$3.85M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.8% |
$2.12K - $2.68K
|
2.39K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.4K- 6.82% |
$1.27M - $1.6M
|
155K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.3KNew |
$1.26M - $1.59M
|
11.3K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
137+ 3.26% |
$15.3K - $19.3K
|
4.34K
$609K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
99+ 21.29% |
$11.1K - $14K
|
564
$79.2K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26K+ 21.68% |
$2.91M - $3.67M
|
146K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 15.44% |
$192K - $242K
|
9.4K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.42K- 13.01% |
$271K - $342K
|
16.2K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-4K- 26.67% |
$447K - $564K
|
11K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.9K - $3.67K
|
13.9K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.03K+ 8.26% |
$115K - $146K
|
13.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.81KNew |
$202K - $256K
|
1.81K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
21.2K+ 85.88% |
$2.37M - $2.99M
|
45.9K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.87K+ 28.35% |
$209K - $264K
|
8.48K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.14% |
$335 - $423
|
2.08K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
19.4KNew |
$2.16M - $2.73M
|
19.4K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
388New |
$43.3K - $54.7K
|
388
$54.5K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
154+ 5.73% |
$17.2K - $21.7K
|
2.84K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.79K+ 1.27% |
$646K - $816K
|
461K
$64.7M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.67K- 11.39% |
$186K - $235K
|
12.9K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-459- 7.55% |
$51.3K - $64.8K
|
5.62K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.4KNew |
$603K - $762K
|
5.4K
$759K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.91% |
$11.4K - $14.4K
|
5.24K
$736K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
602+ 0.55% |
$67.2K - $84.9K
|
111K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 8.22% |
$1.76M - $2.22M
|
207K
$29.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-24.3K- 18.36% |
$2.72M - $3.43M
|
108K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
334+ 10.03% |
$37.3K - $47.1K
|
3.66K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.11% |
$1.45K - $1.83K
|
11.6K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.76K- 11.46% |
$531K - $671K
|
36.7K
$5.16M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 2.42% |
$285K - $360K
|
103K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-26.5K- 14.17% |
$2.96M - $3.74M
|
161K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-242- 2.43% |
$27K - $34.1K
|
9.71K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.3K- 17.68% |
$704K - $889K
|
29.4K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.96KNew |
$218K - $276K
|
1.96K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.23K- 0.67% |
$138K - $174K
|
182K
$25.6M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
94+ 2.49% |
$10.5K - $13.3K
|
3.87K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-57.8K- 6.76% |
$6.45M - $8.15M
|
796K
$112M
|