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 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
28.3KNew |
$2.61M - $3.03M
|
28.3K
$3.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$627K
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
25.2K+ 10.89% |
$2.32M - $2.69M
|
256K
$35.3M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$92.1 - $107
|
1.89K
$260K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33+ 825.0% |
$3.04K - $3.53K
|
37
$5.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
22+ 8.94% |
$2.03K - $2.35K
|
268
$36.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
396+ 0.25% |
$36.5K - $42.4K
|
158K
$21.7M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.76K- 29.85% |
$152K - $179K
|
4.14K
$570K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.8K+ 128.57% |
$155K - $183K
|
3.2K
$441K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$517 - $609
|
5.78K
$796K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
238+ 8.84% |
$20.5K - $24.2K
|
2.93K
$404K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-19.8K- 9.31% |
$1.71M - $2.01M
|
193K
$26.6M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-13.3K- 42.36% |
$1.15M - $1.35M
|
18.1K
$2.5M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 9.75% |
$4.65K - $5.48K
|
500
$68.9K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 10.39% |
$57.6K - $67.8K
|
5.76K
$794K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
563+ 2.23% |
$48.5K - $57.2K
|
25.8K
$3.55M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-83.1K- 70.67% |
$7.16M - $8.44M
|
34.5K
$4.75M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-27- 0.15% |
$2.33K - $2.74K
|
18.1K
$2.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
847New |
$73K - $86K
|
847
$117K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.91KNew |
$251K - $295K
|
2.91K
$401K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
175New |
$15.1K - $17.8K
|
175
$24.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$10.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
150+ 7.06% |
$12.9K - $15.2K
|
2.27K
$313K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
206KNew |
$17.8M - $20.9M
|
206K
$28.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-272K- 53.41% |
$23.4M - $27.6M
|
237K
$32.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-176- 1.87% |
$15.2K - $17.9K
|
9.21K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$217K - $256K
|
2.52K
$348K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 79.27% |
$5.6K - $6.6K
|
17
$2.34K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
21.8KNew |
$1.88M - $2.22M
|
21.8K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-124K- 34.53% |
$10.6M - $12.5M
|
234K
$32.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-404- 69.66% |
$34.8K - $41K
|
176
$24.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-4.4K- 34.81% |
$379K - $447K
|
8.24K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.13K- 13.57% |
$356K - $419K
|
26.3K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
162K+ 5505.4% |
$14M - $16.4M
|
165K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-354K- 80.75% |
$30.5M - $35.9M
|
84.3K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
95K+ 163.82% |
$8.19M - $9.65M
|
153K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-74.5K- 93.24% |
$6.42M - $7.56M
|
5.4K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
28.1K+ 71.14% |
$2.42M - $2.85M
|
67.6K
$9.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
38.6KNew |
$3.33M - $3.92M
|
38.6K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.09KNew |
$180K - $212K
|
2.09K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$560K - $660K
|
6.5K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.96M - $2.31M
|
22.8K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
2.31K+ 6.66% |
$199K - $234K
|
37K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
95.4K+ 16.91% |
$8.22M - $9.69M
|
659K
$90.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
325+ 5.66% |
$28K - $33K
|
6.07K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-6.36K- 16.64% |
$548K - $646K
|
31.8K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
98.8KNew |
$8.52M - $10M
|
98.8K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$690K - $812K
|
8K
$1.1M
|
|