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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
239+ 185.27% |
$26.7K - $33.7K
|
368
$51.7K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.36% |
$156K - $198K
|
58K
$8.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-58- 0.08% |
$6.48K - $8.18K
|
76.2K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-900- 4.0% |
$101K - $127K
|
21.6K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 1.57% |
$5.25K - $6.63K
|
2.95K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
134KNew |
$15M - $19M
|
134K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75+ 1.92% |
$8.38K - $10.6K
|
3.97K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-762- 3.01% |
$85.1K - $108K
|
24.6K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17New |
$1.9K - $2.4K
|
17
$2.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 3.72% |
$116K - $147K
|
29.1K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-275- 5.53% |
$30.7K - $38.8K
|
4.7K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.21K- 0.83% |
$135K - $170K
|
144K
$20.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.21K+ 38.65% |
$135K - $170K
|
4.33K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23+ 1.04% |
$2.57K - $3.24K
|
2.25K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.03K- 2.14% |
$562K - $710K
|
230K
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
531+ 2.13% |
$59.3K - $74.9K
|
25.5K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.3% |
$112K - $141K
|
336K
$47.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.61K- 8.34% |
$180K - $227K
|
17.7K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.8K+ 186.33% |
$4.44M - $5.61M
|
61.1K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-488- 0.27% |
$54.5K - $68.8K
|
179K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.67K+ 87.06% |
$633K - $799K
|
12.2K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 314.27% |
$2.05M - $2.59M
|
24.2K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
13.6K+ 27.15% |
$1.52M - $1.92M
|
63.7K
$8.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-170- 0.59% |
$19K - $24K
|
28.6K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-135- 2.22% |
$15.1K - $19K
|
5.94K
$834K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 2.75% |
$1.12K - $1.41K
|
353
$49.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
613+ 1.49% |
$68.5K - $86.5K
|
41.9K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-275K- 59.78% |
$30.7M - $38.8M
|
185K
$26M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.87K+ 601.29% |
$209K - $264K
|
2.18K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 126.52% |
$2.42M - $3.06M
|
38.8K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.78K- 1.46% |
$534K - $675K
|
323K
$45.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 1.18% |
$2.79K - $3.53K
|
2.14K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 172.16% |
$1.49M - $1.88M
|
21.1K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
783+ 10.79% |
$87.4K - $110K
|
8.04K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$230K - $291K
|
2.06K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
194+ 1.34% |
$21.7K - $27.4K
|
14.7K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-232- 33.24% |
$25.9K - $32.7K
|
466
$65.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.1% |
$8.04K - $10.2K
|
6.59K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.3K+ 13.26% |
$257K - $324K
|
19.6K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
684New |
$76.4K - $96.5K
|
684
$96.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-2K- 6.58% |
$223K - $282K
|
28.4K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
287+ 0.76% |
$32.1K - $40.5K
|
37.8K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2- 0.03% |
$223 - $282
|
6.61K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 2.85% |
$5.58K - $7.05K
|
1.81K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.62% |
$22.3K - $28.2K
|
12.1K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
208+ 40.78% |
$23.2K - $29.3K
|
718
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-13.4K- 24.41% |
$1.49M - $1.88M
|
41.4K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$453K - $573K
|
4.06K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 0.54% |
$36.6K - $46.3K
|
61.2K
$8.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
203New |
$22.7K - $28.6K
|
203
$28.5K
|