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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.34K - $6.29K
|
62
$8.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-666- 3.28% |
$57.4K - $67.6K
|
19.7K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
485New |
$41.8K - $49.2K
|
485
$66.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
710+ 16.55% |
$61.2K - $72.1K
|
5K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22New |
$1.9K - $2.23K
|
22
$3.03K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
104+ 0.85% |
$8.96K - $10.6K
|
12.3K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 20.41% |
$1.72K - $2.03K
|
118
$16.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$776 - $914
|
9
$1.24K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$371K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$258K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46+ 287.5% |
$3.96K - $4.67K
|
62
$8.54K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-285- 1.15% |
$24.6K - $28.9K
|
24.6K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1K+ 33.33% |
$86.2K - $102K
|
4K
$551K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 43.27% |
$3.88K - $4.57K
|
149
$20.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.44% |
$259 - $305
|
206
$28.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-544- 87.6% |
$46.9K - $55.2K
|
77
$10.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
977+ 139.57% |
$84.2K - $99.2K
|
1.68K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.5K - $2.94K
|
29
$4K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-420- 37.0% |
$36.2K - $42.6K
|
715
$98.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 11.11% |
$52.6K - $61.9K
|
6.1K
$841K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.31% |
$4.05K - $4.77K
|
15.3K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.98KNew |
$257K - $303K
|
2.98K
$411K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$7.15K - $8.43K
|
83
$11.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.11KNew |
$95.8K - $113K
|
1.11K
$153K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 4.91% |
$4.31K - $5.08K
|
1.07K
$147K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
173KNew |
$14.9M - $17.6M
|
173K
$23.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-6.45K- 59.44% |
$556K - $655K
|
4.4K
$606K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.29K - $1.52K
|
15
$2.07K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-46.4K- 95.08% |
$4M - $4.71M
|
2.41K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-438- 10.76% |
$37.8K - $44.5K
|
3.63K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
337K+ 16858.92% |
$29.1M - $34.3M
|
339K
$46.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
36K+ 1763.6% |
$3.11M - $3.66M
|
38.1K
$5.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-253- 10.15% |
$21.8K - $25.7K
|
2.24K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
89+ 2.2% |
$7.67K - $9.04K
|
4.14K
$570K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.44KNew |
$468K - $552K
|
5.44K
$749K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$20.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-13.9K- 12.36% |
$1.2M - $1.41M
|
98.7K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-37- 0.52% |
$3.19K - $3.76K
|
7.07K
$974K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-61- 55.45% |
$5.26K - $6.19K
|
49
$6.75K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$689
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
568New |
$49K - $57.7K
|
568
$78.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 200.0% |
$172 - $203
|
3
$413
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$8.62K - $10.2K
|
100
$13.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-20.2K- 96.88% |
$1.74M - $2.05M
|
652
$89.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$431 - $508
|
6.2K
$854K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$536K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-23.5K- 87.31% |
$2.03M - $2.39M
|
3.42K
$471K
|