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
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
39.4K+ 3.43% |
$4.4M - $5.55M
|
1.19M
$169M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-237- 0.53% |
$26.5K - $33.4K
|
44.8K
$6.38M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$37.6K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.38KNew |
$377K - $476K
|
3.38K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 4.46% |
$22.6K - $28.5K
|
4.73K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.05K+ 35.25% |
$340K - $430K
|
11.7K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
51.1KNew |
$5.7M - $7.2M
|
51.1K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-287- 11.01% |
$32.1K - $40.5K
|
2.32K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
22.6KNew |
$2.52M - $3.19M
|
22.6K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
558+ 0.83% |
$62.3K - $78.7K
|
67.7K
$9.64M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
524+ 11.8% |
$58.5K - $73.9K
|
4.97K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
13.2K+ 4.93% |
$1.47M - $1.86M
|
281K
$40.1M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-115K- 86.81% |
$12.9M - $16.3M
|
17.5K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$2.46K - $3.1K
|
4.51K
$642K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-371- 0.19% |
$41.4K - $52.3K
|
198K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
250+ 1.71% |
$27.9K - $35.3K
|
14.8K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
32+ 1.72% |
$3.57K - $4.51K
|
1.9K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
3K+ 0.51% |
$335K - $423K
|
586K
$83.6M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
445+ 21.35% |
$49.7K - $62.8K
|
2.53K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-590- 5.93% |
$65.9K - $83.2K
|
9.36K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67+ 2.85% |
$7.48K - $9.45K
|
2.41K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
396+ 20.11% |
$44.2K - $55.9K
|
2.37K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$112 - $141
|
3.06K
$436K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.1K+ 4.22% |
$2.35M - $2.97M
|
521K
$74.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$8.61M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
562+ 1.27% |
$62.8K - $79.3K
|
44.8K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.53K- 3.12% |
$729K - $921K
|
202K
$28.8M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-256- 4.37% |
$28.6K - $36.1K
|
5.6K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$192K - $242K
|
1.72K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 220.17% |
$17.7M - $22.3M
|
230K
$32.8M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-44.6K- 9.49% |
$4.98M - $6.29M
|
425K
$60.6M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.14% |
$2.79K - $3.53K
|
18.1K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.4K+ 2.68% |
$5.62M - $7.11M
|
1.93M
$275M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.8KNew |
$313K - $395K
|
2.8K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 26.85% |
$747K - $944K
|
18.2K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-231- 9.53% |
$25.8K - $32.6K
|
2.19K
$313K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
152+ 5.05% |
$17K - $21.4K
|
3.16K
$450K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-58.6K- 8.38% |
$6.55M - $8.27M
|
641K
$91.3M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.74K+ 12.63% |
$752K - $950K
|
60.1K
$8.56M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.14K- 14.09% |
$574K - $725K
|
31.3K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
924+ 14.9% |
$103K - $130K
|
7.12K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-730- 3.51% |
$81.5K - $103K
|
20.1K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
506K+ 59.02% |
$56.5M - $71.3M
|
1.36M
$194M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.82K+ 19.91% |
$650K - $822K
|
35.1K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-23- 1.32% |
$2.57K - $3.24K
|
1.72K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.06% |
$670 - $846
|
9.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-30.3K- 55.69% |
$3.38M - $4.27M
|
24.1K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
218+ 3.07% |
$24.3K - $30.8K
|
7.32K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 11.87% |
$311K - $393K
|
20.7K
$2.95M
|