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 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-7.19K- 31.8% |
$802K - $1.01M
|
15.4K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-103- 1.53% |
$11.5K - $14.5K
|
6.64K
$935K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.42K+ 7.43% |
$1.05M - $1.33M
|
136K
$19.2M
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-8- 0.36% |
$893 - $1.13K
|
2.21K
$311K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-545- 5.41% |
$60.9K - $76.9K
|
9.53K
$1.34M
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
46+ 5.29% |
$5.14K - $6.49K
|
915
$129K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.15% |
$670 - $846
|
3.94K
$556K
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.84K- 45.86% |
$429K - $542K
|
4.54K
$639K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.54K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.01% |
$223 - $282
|
15K
$2.11M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.29KNew |
$256K - $324K
|
2.29K
$323K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83K+ 3.52% |
$204K - $258K
|
53.8K
$7.58M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.99K+ 17.2% |
$334K - $422K
|
20.4K
$2.87M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
78+ 69.64% |
$8.71K - $11K
|
190
$26.8K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 1.34% |
$3.46K - $4.37K
|
2.29K
$323K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-62.8K- 6.72% |
$7.02M - $8.86M
|
872K
$123M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-837- 1.64% |
$93.5K - $118K
|
50.3K
$7.08M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81- 2.53% |
$9.05K - $11.4K
|
3.12K
$440K
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
169+ 4.32% |
$18.9K - $23.8K
|
4.08K
$575K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.29K+ 51.01% |
$144K - $182K
|
3.83K
$539K
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-15.5K- 15.72% |
$1.73M - $2.19M
|
83.2K
$11.7M
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.92K- 4.85% |
$437K - $552K
|
76.9K
$10.8M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.9KNew |
$435K - $550K
|
3.9K
$549K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-47- 0.08% |
$5.25K - $6.63K
|
61.9K
$8.73M
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
891+ 13.58% |
$99.5K - $126K
|
7.45K
$1.05M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.45K- 56.11% |
$162K - $205K
|
1.13K
$160K
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-194- 3.64% |
$21.7K - $27.4K
|
5.13K
$723K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
468+ 1.5% |
$52.3K - $66K
|
31.7K
$4.46M
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.83% |
$11.2K - $14.1K
|
1.97K
$278K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-106- 0.83% |
$11.8K - $15K
|
12.6K
$1.78M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$2.01K - $2.54K
|
2.71K
$382K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 4.76% |
$22.8K - $28.8K
|
4.49K
$632K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-213- 9.51% |
$23.8K - $30.1K
|
2.03K
$286K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
303+ 8.08% |
$33.8K - $42.7K
|
4.05K
$571K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-506- 6.06% |
$56.5K - $71.4K
|
7.85K
$1.11M
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-103K- 20.14% |
$11.4M - $14.5M
|
406K
$57.3M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
196+ 0.8% |
$21.9K - $27.7K
|
24.7K
$3.47M
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 24.39% |
$1.12K - $1.41K
|
31
$4.37K
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-687- 2.58% |
$76.7K - $96.9K
|
25.9K
$3.65M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-2- 0.07% |
$223 - $282
|
3.05K
$430K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
600+ 4.69% |
$67K - $84.6K
|
13.4K
$1.89M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.71K+ 6.33% |
$638K - $806K
|
95.9K
$13.5M
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
42+ 1.99% |
$4.69K - $5.93K
|
2.16K
$304K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.09K+ 15.5% |
$121K - $153K
|
8.09K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 6.69% |
$13.8K - $17.5K
|
1.73K
$244K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.96K+ 22.72% |
$331K - $418K
|
16K
$2.26M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 6.71% |
$14.6K - $18.5K
|
2.08K
$293K
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-125- 0.24% |
$14K - $17.6K
|
52.4K
$7.39M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
25+ 0.79% |
$2.79K - $3.53K
|
3.2K
$451K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.43K+ 3.32% |
$942K - $1.19M
|
263K
$37M
|