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 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
4.03K+ 9.51% |
$450K - $568K
|
46.4K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.1K- 10.04% |
$1.35M - $1.7M
|
108K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-105- 4.96% |
$11.7K - $14.8K
|
2.01K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
17.4KNew |
$1.94M - $2.46M
|
17.4K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.73K- 57.13% |
$416K - $526K
|
2.8K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
98+ 0.93% |
$10.9K - $13.8K
|
10.6K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
468+ 0.97% |
$52.3K - $66K
|
48.5K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
11K+ 39.43% |
$1.23M - $1.55M
|
38.9K
$5.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
46+ 0.81% |
$5.14K - $6.49K
|
5.75K
$811K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
12+ 48.0% |
$1.34K - $1.69K
|
37
$5.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.2K+ 3.7% |
$2.37M - $2.99M
|
593K
$83.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 0.35% |
$253K - $320K
|
654K
$92.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-865- 22.76% |
$96.6K - $122K
|
2.94K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
772+ 41.55% |
$86.2K - $109K
|
2.63K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
297+ 7.81% |
$33.2K - $41.9K
|
4.1K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
72.8K+ 10.2% |
$8.13M - $10.3M
|
787K
$111M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 53.85% |
$3.91K - $4.94K
|
100
$14.1K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
111New |
$12.4K - $15.7K
|
111
$15.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 8.66% |
$113K - $142K
|
12.7K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-62.9K- 4.1% |
$7.03M - $8.87M
|
1.47M
$207M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
19KNew |
$2.12M - $2.67M
|
19K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
404+ 7.3% |
$45.1K - $57K
|
5.94K
$837K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
483+ 15.38% |
$53.9K - $68.1K
|
3.62K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.06% |
$112 - $141
|
1.77K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 17.11% |
$8.71K - $11K
|
534
$75.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5+ 0.57% |
$558 - $705
|
887
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
128K+ 212.22% |
$14.3M - $18M
|
188K
$26.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
144+ 8.53% |
$16.1K - $20.3K
|
1.83K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-571- 9.01% |
$63.8K - $80.6K
|
5.77K
$813K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 3.67% |
$55.8K - $70.5K
|
13.1K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-153- 7.77% |
$17.1K - $21.6K
|
1.82K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.92K+ 36.37% |
$326K - $412K
|
11K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
431+ 7.63% |
$48.1K - $60.8K
|
6.08K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-55- 0.16% |
$6.14K - $7.76K
|
35K
$4.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
197+ 6.56% |
$22K - $27.8K
|
3.2K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 1.11% |
$190K - $240K
|
155K
$21.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.2% |
$133K - $168K
|
101K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3+ 0.06% |
$335 - $423
|
5.09K
$716K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-136- 1.49% |
$15.2K - $19.2K
|
8.96K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.14K- 5.46% |
$239K - $302K
|
37.1K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600+ 0.68% |
$67K - $84.6K
|
88.5K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-20.1K- 7.16% |
$2.24M - $2.83M
|
260K
$36.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.39K- 4.62% |
$266K - $336K
|
49.2K
$6.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.28K- 8.5% |
$813K - $1.03M
|
78.3K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-15.7K- 32.0% |
$1.75M - $2.22M
|
33.4K
$4.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 1.12% |
$4.13K - $5.22K
|
3.27K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 10.68% |
$1.77M - $2.23M
|
164K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
507+ 6.69% |
$56.6K - $71.5K
|
8.09K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168+ 3.9% |
$18.8K - $23.7K
|
4.48K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$112 - $141
|
677
$95.4K
|