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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
458New |
$42.2K - $49K
|
458
$60.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-147K- 1.39% |
$13.5M - $15.7M
|
10.5M
$1.38B
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
241+ 6.61% |
$22.2K - $25.8K
|
3.89K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.5K- 46.23% |
$1.7M - $1.98M
|
21.5K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$129K - $150K
|
1.4K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23M+ 8.92% |
$113M - $131M
|
15M
$1.97B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
170K+ 45.66% |
$15.6M - $18.2M
|
542K
$71.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
252K+ 15.35% |
$23.2M - $27M
|
1.9M
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
998+ 0.43% |
$91.9K - $107K
|
234K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
657+ 35.25% |
$60.5K - $70.3K
|
2.52K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.66% |
$2.67K - $3.1K
|
4.46K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.67% |
$12.2K - $14.2K
|
5.11K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33K+ 9.22% |
$307K - $356K
|
39.5K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-177- 1.25% |
$16.3K - $18.9K
|
13.9K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-650- 2.58% |
$59.8K - $69.5K
|
24.5K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
21+ 0.84% |
$1.93K - $2.25K
|
2.51K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-8.83K- 11.14% |
$813K - $945K
|
70.4K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.15K- 0.22% |
$106K - $123K
|
519K
$68.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 27.66% |
$1.32M - $1.54M
|
66.3K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
375+ 11.05% |
$34.5K - $40.1K
|
3.77K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
242K+ 10598.16% |
$22.3M - $25.9M
|
245K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 3.2% |
$107K - $124K
|
35.1K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
570K+ 71.13% |
$52.5M - $60.9M
|
1.37M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$192K - $223K
|
2.08K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
676+ 23.08% |
$62.2K - $72.3K
|
3.61K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 42.9% |
$410K - $477K
|
5.93K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.11K+ 5.99% |
$562K - $653K
|
108K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
740+ 18.0% |
$68.1K - $79.2K
|
4.85K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.05K+ 39.12% |
$96.9K - $113K
|
3.74K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.82K+ 3.62% |
$352K - $409K
|
109K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15.1K- 2.2% |
$1.39M - $1.62M
|
673K
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.34K+ 12.62% |
$124K - $144K
|
12K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
223K+ 139.89% |
$20.5M - $23.8M
|
382K
$50.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 5.74% |
$346K - $402K
|
69.2K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05K+ 154.97% |
$557K - $647K
|
9.95K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-223K- 85.85% |
$20.6M - $23.9M
|
36.8K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.12K+ 29.31% |
$472K - $548K
|
22.6K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.26K- 10.89% |
$300K - $349K
|
26.7K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.58K- 16.85% |
$790K - $917K
|
42.3K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
51.9K+ 261.98% |
$4.78M - $5.55M
|
71.7K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.1K- 23.33% |
$193K - $225K
|
6.9K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.1K+ 15.69% |
$1.3M - $1.51M
|
104K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
171K+ 103.08% |
$15.7M - $18.3M
|
337K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$202K - $235K
|
2.2K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
35.2K+ 7.97% |
$3.25M - $3.77M
|
477K
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.86K- 0.22% |
$263K - $306K
|
1.29M
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-185- 0.39% |
$17K - $19.8K
|
47.4K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.5K+ 0.74% |
$8.88M - $10.3M
|
13.1M
$1.73B
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.0% |
$4.33K - $5.03K
|
4.77K
$628K
|