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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
343+ 0.07% |
$34.2K - $48.3K
|
503K
$71.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
539+ 5.65% |
$53.8K - $75.9K
|
10.1K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.51K- 2.34% |
$151K - $213K
|
63K
$8.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-166- 0.83% |
$16.6K - $23.4K
|
19.9K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.57% |
$99.8 - $141
|
175
$24.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 3.24% |
$11.2K - $15.8K
|
3.57K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
475+ 24.55% |
$47.4K - $66.9K
|
2.41K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.44KNew |
$144K - $203K
|
1.44K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.61K+ 322.53% |
$560K - $791K
|
7.35K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
117+ 1.42% |
$11.7K - $16.5K
|
8.35K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 129.87% |
$20K - $28.2K
|
354
$50.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
168+ 0.11% |
$16.8K - $23.7K
|
155K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$499 - $704
|
854
$122K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-342- 4.85% |
$34.1K - $48.2K
|
6.72K
$957K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.62% |
$499 - $704
|
806
$115K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.42K+ 9.23% |
$341K - $482K
|
40.5K
$5.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 3.33% |
$56.2K - $79.3K
|
17.5K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.3KNew |
$130K - $183K
|
1.3K
$185K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 2.63% |
$699 - $986
|
259
$36.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.66K+ 18.39% |
$465K - $656K
|
30K
$4.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.65KNew |
$165K - $232K
|
1.65K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
66+ 1.3% |
$6.59K - $9.3K
|
5.15K
$734K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.58KNew |
$157K - $222K
|
1.58K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
767+ 36.08% |
$76.6K - $108K
|
2.89K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
120+ 0.5% |
$12K - $16.9K
|
24.3K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.5K+ 169.93% |
$4.44M - $6.27M
|
70.7K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
27+ 1.07% |
$2.7K - $3.8K
|
2.56K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.61KNew |
$160K - $226K
|
1.61K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.48% |
$898 - $1.27K
|
1.9K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
110+ 5.66% |
$11K - $15.5K
|
2.05K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 10.87% |
$25K - $35.2K
|
2.05K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
430+ 5.47% |
$42.9K - $60.6K
|
8.29K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.83KNew |
$182K - $257K
|
1.83K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36.5K- 59.64% |
$3.64M - $5.13M
|
24.7K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.72K- 18.59% |
$770K - $1.09M
|
33.8K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.04K+ 9.51% |
$104K - $147K
|
12K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
276+ 7.99% |
$27.6K - $38.9K
|
3.73K
$532K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.11K- 39.23% |
$111K - $156K
|
1.72K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-18.8K- 10.62% |
$1.88M - $2.65M
|
158K
$22.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-2.09K- 50.79% |
$209K - $295K
|
2.03K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
400+ 5.97% |
$39.9K - $56.3K
|
7.1K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-543- 10.14% |
$54.2K - $76.5K
|
4.81K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-5.68K- 18.82% |
$567K - $800K
|
24.5K
$3.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
125+ 4.3% |
$12.5K - $17.6K
|
3.03K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-50- 0.74% |
$4.99K - $7.04K
|
6.68K
$952K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.37K- 66.68% |
$436K - $616K
|
2.18K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 14.22% |
$2.09M - $2.95M
|
168K
$24M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.31K- 16.78% |
$130K - $184K
|
6.48K
$924K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
776+ 3.81% |
$77.5K - $109K
|
21.2K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
34+ 0.89% |
$3.39K - $4.79K
|
3.86K
$549K
|