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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 3.37% |
$19K - $24K
|
5.22K
$733K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
466K+ 18.79% |
$52M - $65.7M
|
2.95M
$414M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.14K- 95.88% |
$351K - $443K
|
135
$19K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33.9K+ 10.8% |
$3.78M - $4.78M
|
348K
$48.8M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 21.92% |
$117K - $148K
|
3.74K
$526K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
14K+ 17.47% |
$1.56M - $1.97M
|
94K
$13.2M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$101K - $127K
|
903
$127K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
11.3K+ 2.3% |
$1.27M - $1.6M
|
503K
$70.7M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
894+ 40.64% |
$99.8K - $126K
|
3.09K
$435K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
107+ 2.76% |
$11.9K - $15.1K
|
3.99K
$560K
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.69K- 52.51% |
$635K - $803K
|
5.15K
$723K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95KNew |
$329K - $416K
|
2.95K
$414K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.06K+ 1.34% |
$342K - $432K
|
231K
$32.5M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-213- 0.14% |
$23.8K - $30.1K
|
156K
$21.9M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18+ 0.14% |
$2.01K - $2.54K
|
12.6K
$1.77M
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.15% |
$335 - $423
|
2.07K
$290K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.03K- 34.71% |
$673K - $851K
|
11.3K
$1.59M
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
367+ 6.51% |
$41K - $51.8K
|
6K
$843K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.41K- 1.37% |
$381K - $482K
|
246K
$34.6M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-476- 1.84% |
$53.2K - $67.2K
|
25.3K
$3.56M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$10.4K - $13.1K
|
93
$13.1K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
153+ 5.94% |
$17.1K - $21.6K
|
2.73K
$383K
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-155- 2.61% |
$17.3K - $21.9K
|
5.8K
$814K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
12+ 0.63% |
$1.34K - $1.69K
|
1.93K
$271K
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
185+ 9.9% |
$20.7K - $26.1K
|
2.05K
$288K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 125.76% |
$345K - $436K
|
5.55K
$779K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
53New |
$5.92K - $7.48K
|
53
$7.44K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.6K+ 386.24% |
$2.19M - $2.76M
|
24.7K
$3.46M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
203+ 3.06% |
$22.7K - $28.6K
|
6.83K
$959K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66+ 0.62% |
$7.37K - $9.31K
|
10.7K
$1.5M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 32.47% |
$167K - $211K
|
3.12K
$438K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
86.3K+ 35.29% |
$9.64M - $12.2M
|
331K
$46.5M
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
300+ 1.6% |
$33.5K - $42.3K
|
19.1K
$2.68M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
110+ 1.79% |
$12.3K - $15.5K
|
6.27K
$881K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.68K- 23.38% |
$299K - $377K
|
8.77K
$1.23M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-40- 0.04% |
$4.47K - $5.64K
|
106K
$14.9M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 5.27% |
$23.3K - $29.5K
|
4.17K
$586K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.91K+ 2.58% |
$213K - $269K
|
75.9K
$10.7M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
4New |
$447 - $564
|
4
$562
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-168K- 3.96% |
$18.8M - $23.7M
|
4.07M
$572M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-281- 7.84% |
$31.4K - $39.6K
|
3.3K
$464K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
515+ 4.76% |
$57.5K - $72.7K
|
11.3K
$1.59M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
82+ 1.52% |
$9.16K - $11.6K
|
5.46K
$768K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
365New |
$40.8K - $51.5K
|
365
$51.3K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-53- 1.64% |
$5.92K - $7.48K
|
3.18K
$447K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
73+ 0.03% |
$8.15K - $10.3K
|
290K
$40.8M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-70.3K- 13.64% |
$7.85M - $9.91M
|
445K
$62.5M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21K- 21.67% |
$2.34M - $2.96M
|
75.8K
$10.6M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
538+ 3.39% |
$60.1K - $75.9K
|
16.4K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.1K+ 20.97% |
$1.58M - $2M
|
81.6K
$11.5M
|