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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
655+ 17.62% |
$60.3K - $70.1K
|
4.37K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.83% |
$367K - $426K
|
145K
$20M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.62K+ 7.75% |
$149K - $173K
|
22.5K
$3.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.96% |
$1.75K - $2.03K
|
2.01K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.94K+ 95.03% |
$639K - $743K
|
14.2K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$174K - $202K
|
1.89K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.13KNew |
$749K - $870K
|
8.13K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.03KNew |
$187K - $217K
|
2.03K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
388+ 3.79% |
$35.7K - $41.5K
|
10.6K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 9.06% |
$213K - $248K
|
27.9K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 5.65% |
$98.1K - $114K
|
19.9K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97New |
$8.93K - $10.4K
|
97
$13.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15KNew |
$1.38M - $1.6M
|
15K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.35K+ 15.06% |
$401K - $465K
|
33.2K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21+ 2.5% |
$1.93K - $2.25K
|
862
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.84K+ 1.0% |
$261K - $304K
|
286K
$39.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$254K - $295K
|
2.76K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-82- 3.11% |
$7.55K - $8.77K
|
2.56K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.21% |
$4.24K - $4.92K
|
3.85K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
941+ 2.12% |
$86.6K - $101K
|
45.3K
$6.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 2.0% |
$97K - $113K
|
51.7K
$7.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 12.42% |
$280K - $325K
|
27.5K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
931+ 10.85% |
$85.7K - $99.6K
|
9.51K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 8.14% |
$97.9K - $114K
|
14.1K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.6KNew |
$239K - $278K
|
2.6K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
312+ 385.19% |
$28.7K - $33.4K
|
393
$54.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
673+ 0.7% |
$62K - $72K
|
96.7K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 0.58% |
$460 - $535
|
850
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.46KNew |
$226K - $263K
|
2.46K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 0.64% |
$6.81K - $7.92K
|
11.4K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-814- 3.08% |
$74.9K - $87.1K
|
25.6K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-22- 7.83% |
$2.03K - $2.35K
|
259
$35.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
2.02KNew |
$186K - $216K
|
2.02K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.42K- 25.63% |
$131K - $152K
|
4.13K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.98KNew |
$182K - $212K
|
1.98K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$184 - $214
|
1.53K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.22K+ 6.78% |
$204K - $237K
|
34.9K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 1.62% |
$24.5K - $28.5K
|
16.1K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
499+ 23.26% |
$45.9K - $53.4K
|
2.64K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
35+ 0.4% |
$3.22K - $3.74K
|
8.79K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 30.06% |
$13.8K - $16K
|
649
$89.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3KNew |
$276K - $321K
|
3K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
156+ 11.66% |
$14.4K - $16.7K
|
1.49K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$78.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$268K
|