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 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
45.1K+ 10.81% |
$5.04M - $6.36M
|
462K
$64.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
151+ 0.62% |
$16.9K - $21.3K
|
24.6K
$3.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-145- 0.78% |
$16.2K - $20.5K
|
18.4K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-13- 0.65% |
$1.45K - $1.83K
|
2K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-292- 8.11% |
$32.6K - $41.2K
|
3.31K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$223 - $282
|
1.07K
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.81% |
$1.9K - $2.4K
|
2.12K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.93K- 5.94% |
$327K - $413K
|
46.3K
$6.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 9.98% |
$13.5K - $17.1K
|
1.33K
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.57K+ 19.14% |
$175K - $221K
|
9.76K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.83% |
$6.7K - $8.46K
|
7.18K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-21- 60.0% |
$2.35K - $2.96K
|
14
$1.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-344- 2.03% |
$38.4K - $48.5K
|
16.6K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-736- 8.2% |
$82.2K - $104K
|
8.24K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$893 - $1.13K
|
849
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
475+ 1.5% |
$53K - $67K
|
32.1K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 0.68% |
$893 - $1.13K
|
1.16K
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.04K- 2.04% |
$228K - $288K
|
97.9K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-220- 1.5% |
$24.6K - $31K
|
14.4K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
392+ 871.11% |
$43.8K - $55.3K
|
437
$61.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
600+ 7.01% |
$67K - $84.6K
|
9.16K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 57.26% |
$1.82M - $2.3M
|
44.7K
$6.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 17.86% |
$90.6K - $114K
|
5.35K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$130K - $165K
|
170K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-821- 24.13% |
$91.7K - $116K
|
2.58K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 373.57% |
$1.27M - $1.6M
|
14.4K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-318- 0.98% |
$35.5K - $44.9K
|
32.1K
$4.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
94+ 3.92% |
$10.5K - $13.3K
|
2.49K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 78.26% |
$201K - $254K
|
4.1K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-11- 0.19% |
$1.23K - $1.55K
|
5.91K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$34.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
70+ 0.55% |
$7.82K - $9.88K
|
12.7K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-117- 4.82% |
$13.1K - $16.5K
|
2.31K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.34K - $1.69K
|
12
$1.69K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
34+ 103.03% |
$3.8K - $4.8K
|
67
$9.41K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.89KNew |
$211K - $266K
|
1.89K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$3.93K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-254- 21.54% |
$28.4K - $35.8K
|
925
$130K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.34K- 24.64% |
$373K - $471K
|
10.2K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
65.8K+ 9.56% |
$7.35M - $9.29M
|
755K
$106M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$893 - $1.13K
|
3.86K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27New |
$3.02K - $3.81K
|
27
$3.79K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-198- 0.17% |
$22.1K - $27.9K
|
118K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 19.8% |
$246K - $311K
|
13.3K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 9.74% |
$30.2K - $38.1K
|
2.5K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-254- 1.79% |
$28.4K - $35.8K
|
13.9K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-51- 2.86% |
$5.7K - $7.2K
|
1.73K
$244K
|