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 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
285+ 1.73% |
$31.8K - $40.2K
|
16.7K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
186K+ 6.63% |
$20.8M - $26.2M
|
2.99M
$420M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-297K- 38.16% |
$33.2M - $41.9M
|
482K
$67.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-555- 3.64% |
$62K - $78.3K
|
14.7K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
78+ 3.0% |
$8.71K - $11K
|
2.68K
$376K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-11- 0.16% |
$1.23K - $1.55K
|
6.79K
$953K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10+ 3.56% |
$1.12K - $1.41K
|
291
$40.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 2.34% |
$40.5K - $51.2K
|
15.1K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
274+ 2.64% |
$30.6K - $38.7K
|
10.6K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-29.6K- 2.52% |
$3.3M - $4.17M
|
1.14M
$161M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.69K+ 1.15% |
$300K - $379K
|
237K
$33.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-28- 0.4% |
$3.13K - $3.95K
|
7.06K
$991K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
90+ 4.24% |
$10.1K - $12.7K
|
2.21K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-271- 2.47% |
$30.3K - $38.2K
|
10.7K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
365+ 16.52% |
$40.8K - $51.5K
|
2.58K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
196+ 11.27% |
$21.9K - $27.7K
|
1.94K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-43- 4.79% |
$4.8K - $6.07K
|
855
$120K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
232New |
$25.9K - $32.7K
|
232
$32.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 0.52% |
$3.13K - $3.95K
|
5.4K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
88+ 0.48% |
$9.83K - $12.4K
|
18.4K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37+ 31.36% |
$4.13K - $5.22K
|
155
$21.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-168- 7.73% |
$18.8K - $23.7K
|
2K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
2.06K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 41.38% |
$1.34K - $1.69K
|
41
$5.76K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.19K- 11.18% |
$244K - $309K
|
17.4K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
54+ 1.55% |
$6.03K - $7.62K
|
3.53K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2K+ 48.6% |
$223K - $282K
|
6.12K
$859K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 60.71% |
$7.59K - $9.59K
|
44
$6.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
406+ 16.73% |
$45.3K - $57.3K
|
2.83K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
311+ 14.44% |
$34.7K - $43.9K
|
2.47K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.2K+ 5.15% |
$1.81M - $2.29M
|
331K
$46.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400+ 533.33% |
$44.7K - $56.4K
|
475
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
115+ 0.93% |
$12.8K - $16.2K
|
12.5K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-591- 7.55% |
$66K - $83.4K
|
7.24K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3- 0.07% |
$335 - $423
|
4.51K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
23KNew |
$2.57M - $3.24M
|
23K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
242+ 14.22% |
$27K - $34.1K
|
1.94K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
226+ 10.9% |
$25.2K - $31.9K
|
2.3K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.3% |
$3.35K - $4.23K
|
2.34K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.21K+ 351.45% |
$135K - $171K
|
1.55K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 1.13% |
$223 - $282
|
179
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.02K- 12.32% |
$337K - $426K
|
21.5K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-4.68K- 48.72% |
$522K - $660K
|
4.92K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
45.4K+ 45.31% |
$5.07M - $6.41M
|
146K
$20.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 4.59% |
$129K - $164K
|
24.1K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.52% |
$5.36K - $6.77K
|
1.95K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-104- 1.35% |
$11.6K - $14.7K
|
7.58K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$470K - $594K
|
4.21K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$11.2K - $14.1K
|
100
$14K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
357+ 60.41% |
$39.9K - $50.4K
|
948
$133K
|