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 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-2.54K- 9.89% |
$283K - $358K
|
23.1K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.53% |
$112 - $141
|
190
$26.7K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122- 3.42% |
$13.6K - $17.2K
|
3.45K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 14.7% |
$163K - $206K
|
8.46K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 3.17% |
$256K - $324K
|
74.6K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-196- 3.45% |
$21.9K - $27.7K
|
5.49K
$771K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-410- 5.04% |
$45.8K - $57.8K
|
7.72K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.35K+ 9.08% |
$150K - $190K
|
16.2K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-160- 5.34% |
$17.9K - $22.6K
|
2.84K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-119- 0.79% |
$13.3K - $16.8K
|
14.9K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-175- 8.28% |
$19.5K - $24.7K
|
1.94K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 4.7% |
$122K - $154K
|
24.3K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-12.2K- 21.17% |
$1.37M - $1.73M
|
45.6K
$6.41M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 55.54% |
$475K - $600K
|
11.9K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.52K+ 6.26% |
$952K - $1.2M
|
145K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-390- 13.66% |
$43.6K - $55K
|
2.47K
$346K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3+ 0.02% |
$335 - $423
|
15.9K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 10.0% |
$112 - $141
|
9
$1.26K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.19KNew |
$244K - $309K
|
2.19K
$307K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 96.07% |
$207K - $262K
|
3.79K
$532K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-7.35K- 15.19% |
$821K - $1.04M
|
41.1K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 89.56% |
$2.05M - $2.59M
|
2.14K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
280+ 2.18% |
$31.3K - $39.5K
|
13.1K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11.5K- 39.93% |
$1.28M - $1.62M
|
17.3K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201+ 14.4% |
$22.4K - $28.4K
|
1.6K
$224K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.02KNew |
$449K - $568K
|
4.02K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100+ 2.26% |
$11.2K - $14.1K
|
4.52K
$635K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-656- 5.15% |
$73.3K - $92.5K
|
12.1K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-505- 0.16% |
$56.4K - $71.2K
|
311K
$43.7M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
2.04K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8- 0.27% |
$893 - $1.13K
|
2.95K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
5.21K+ 83.27% |
$582K - $735K
|
11.5K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.47K+ 19.03% |
$164K - $207K
|
9.19K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
324+ 0.48% |
$36.2K - $45.7K
|
67.9K
$9.53M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.63% |
$558 - $705
|
801
$113K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.7K- 2.21% |
$637K - $804K
|
252K
$35.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.52K+ 60.82% |
$170K - $214K
|
4.02K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.35M+ 170.4% |
$151M - $191M
|
2.15M
$302M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-34.3K- 29.49% |
$3.83M - $4.84M
|
82K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.54K+ 1.05% |
$395K - $499K
|
340K
$47.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 2.99% |
$7.59K - $9.59K
|
2.2K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-152K- 61.24% |
$17M - $21.5M
|
96.5K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.12K - $1.41K
|
1.96K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.51K- 20.27% |
$168K - $212K
|
5.93K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
106+ 6.02% |
$11.8K - $15K
|
1.87K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.87% |
$165K - $208K
|
10.8K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
582+ 23.22% |
$65K - $82.1K
|
3.09K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3- 0.12% |
$335 - $423
|
2.53K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-120- 0.87% |
$13.4K - $16.9K
|
13.6K
$1.91M
|