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 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
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.26K+ 19.01% |
$140K - $177K
|
7.86K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.92% |
$7.15K - $9.03K
|
6.88K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
410+ 23.89% |
$45.8K - $57.8K
|
2.13K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49- 28.16% |
$5.47K - $6.91K
|
125
$17.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-442- 19.08% |
$49.4K - $62.4K
|
1.88K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-426- 2.36% |
$47.6K - $60.1K
|
17.6K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-277- 1.98% |
$30.9K - $39.1K
|
13.7K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 7.21% |
$46.3K - $58.5K
|
5.34K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.74K+ 13.06% |
$195K - $246K
|
15.1K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-816- 8.26% |
$91.1K - $115K
|
9.06K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$40K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 3.58% |
$28.9K - $36.5K
|
7.5K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-875- 11.87% |
$97.7K - $123K
|
6.5K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
11New |
$1.23K - $1.55K
|
11
$1.55K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
30.3KNew |
$3.38M - $4.27M
|
30.3K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 16.2% |
$206K - $260K
|
9.54K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-767- 11.01% |
$85.7K - $108K
|
6.2K
$874K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2K- 28.17% |
$223K - $282K
|
5.1K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
653+ 20.66% |
$72.9K - $92.1K
|
3.81K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
395+ 1.64% |
$44.1K - $55.7K
|
24.4K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.07K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.8K- 28.48% |
$2.1M - $2.65M
|
47.2K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
498+ 1.7% |
$55.6K - $70.3K
|
29.8K
$4.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.25K- 7.75% |
$251K - $317K
|
26.8K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
150+ 9.36% |
$16.8K - $21.2K
|
1.75K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-52- 1.81% |
$5.81K - $7.34K
|
2.83K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
310+ 0.96% |
$34.6K - $43.7K
|
32.5K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-41.1K- 58.65% |
$4.59M - $5.8M
|
29K
$4.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
376+ 12.21% |
$42K - $53K
|
3.46K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-13.8K- 2.85% |
$1.54M - $1.95M
|
471K
$66.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.28K+ 10.58% |
$143K - $180K
|
13.3K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
620+ 36.15% |
$69.2K - $87.5K
|
2.34K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.33% |
$335 - $423
|
922
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.79% |
$11.2K - $14.1K
|
5.68K
$800K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.22K- 33.83% |
$359K - $454K
|
6.29K
$886K
|