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 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.8K- 1.43% |
$479K - $676K
|
331K
$46.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.91K- 52.26% |
$190K - $268K
|
1.74K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.08K- 11.47% |
$307K - $434K
|
23.8K
$3.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 4.02% |
$135K - $191K
|
35.1K
$4.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-247- 10.09% |
$24.7K - $34.8K
|
2.2K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-73- 0.83% |
$7.29K - $10.3K
|
8.76K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
153+ 5.41% |
$15.3K - $21.6K
|
2.98K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.29K+ 59.46% |
$228K - $322K
|
6.13K
$867K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$61.2K - $86.3K
|
613
$86.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
949+ 15.65% |
$94.7K - $134K
|
7.01K
$993K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-391- 9.04% |
$39K - $55.1K
|
3.93K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.2K - $1.69K
|
1.74K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-241- 11.81% |
$24.1K - $33.9K
|
1.8K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$20.9K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.65KNew |
$165K - $232K
|
1.65K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.84% |
$13.5K - $19K
|
2.92K
$414K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 29.81% |
$113K - $160K
|
2.67K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.02% |
$599 - $845
|
26.3K
$3.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 0.35% |
$28K - $39.4K
|
80.8K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-56.7K- 25.74% |
$5.66M - $7.98M
|
163K
$23.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-53.8K- 5.66% |
$5.37M - $7.58M
|
896K
$127M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.12% |
$3.49K - $4.93K
|
30.3K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.24% |
$3.69K - $5.21K
|
1.69K
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$200 - $282
|
370
$52.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$2.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 10.81% |
$399 - $563
|
33
$4.67K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
516+ 5.72% |
$51.5K - $72.7K
|
9.54K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
586+ 16.37% |
$58.5K - $82.5K
|
4.17K
$590K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
169+ 1.05% |
$16.9K - $23.8K
|
16.3K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.68% |
$2.8K - $3.94K
|
4.15K
$587K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$22.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95K+ 8.67% |
$195K - $275K
|
24.5K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 2.04% |
$109K - $154K
|
54.7K
$7.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.49% |
$7.29K - $10.3K
|
3.01K
$426K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$72.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$254K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.81K- 0.92% |
$180K - $255K
|
195K
$27.7M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
539+ 14.8% |
$53.8K - $75.9K
|
4.18K
$592K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$538K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$404K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-42- 2.15% |
$4.19K - $5.92K
|
1.91K
$271K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
43+ 1.05% |
$4.29K - $6.06K
|
4.13K
$585K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 5.64% |
$27K - $38K
|
5.05K
$715K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 6.98% |
$150K - $211K
|
20K
$2.83M
|