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
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
56.1K+ 567.53% |
$6.26M - $7.91M
|
65.9K
$9.26M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-724- 9.2% |
$80.9K - $102K
|
7.15K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$261K - $330K
|
2.34K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
253+ 11.98% |
$28.3K - $35.7K
|
2.36K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.13% |
$112 - $141
|
780
$110K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-319- 1.42% |
$35.6K - $45K
|
22.1K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-573K- 3.4% |
$64M - $80.9M
|
16.3M
$2.29B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-29- 0.16% |
$3.24K - $4.09K
|
17.6K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.41K+ 49.15% |
$157K - $199K
|
4.28K
$601K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
529+ 17.94% |
$59.1K - $74.6K
|
3.48K
$489K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
85+ 4.65% |
$9.49K - $12K
|
1.91K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.13% |
$335 - $423
|
2.4K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.51KNew |
$727K - $919K
|
6.51K
$915K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$8.43K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-9- 1.34% |
$1.01K - $1.27K
|
661
$92.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.61K+ 3.74% |
$515K - $650K
|
128K
$18M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
322+ 18.27% |
$36K - $45.4K
|
2.08K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12+ 0.4% |
$1.34K - $1.69K
|
3K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.04% |
$223 - $282
|
4.54K
$638K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
359+ 5.25% |
$40.1K - $50.6K
|
7.2K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.36K+ 78.35% |
$375K - $473K
|
7.64K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
306+ 1.9% |
$34.2K - $43.2K
|
16.4K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
69+ 0.62% |
$7.71K - $9.73K
|
11.3K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.6K+ 105.8% |
$1.4M - $1.77M
|
24.4K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-161K- 17.13% |
$18M - $22.7M
|
780K
$110M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 0.69% |
$112 - $141
|
146
$20.5K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.16K- 20.92% |
$130K - $164K
|
4.39K
$616K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
450+ 2.93% |
$50.3K - $63.5K
|
15.8K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
156+ 4.16% |
$17.4K - $22K
|
3.91K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.11KNew |
$682K - $862K
|
6.11K
$858K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-18- 0.29% |
$2.01K - $2.54K
|
6.21K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4+ 0.13% |
$447 - $564
|
3.04K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
143+ 7.63% |
$16K - $20.2K
|
2.02K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
314+ 1.9% |
$35.1K - $44.3K
|
16.8K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79+ 1.73% |
$8.82K - $11.1K
|
4.64K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.03% |
$1.34K - $1.69K
|
38.2K
$5.37M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-81- 1.9% |
$9.05K - $11.4K
|
4.19K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-776- 4.48% |
$86.7K - $109K
|
16.6K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 0.79% |
$12.8K - $16.2K
|
14.6K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.56K+ 68.08% |
$956K - $1.21M
|
21.1K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 25.08% |
$175K - $221K
|
7.8K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
218+ 0.1% |
$24.3K - $30.8K
|
214K
$30.1M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.1K+ 30.22% |
$793K - $1M
|
30.6K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13.2K+ 62.99% |
$1.48M - $1.87M
|
34.3K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$558 - $705
|
5
$702
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
14.2K+ 1.89% |
$1.58M - $2M
|
763K
$107M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-28- 1.14% |
$3.13K - $3.95K
|
2.43K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.22% |
$223 - $282
|
891
$125K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
477+ 11.41% |
$53.3K - $67.3K
|
4.66K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-56- 24.56% |
$6.25K - $7.9K
|
172
$24.2K
|