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 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
152+ 8.83% |
$17K - $21.4K
|
1.87K
$264K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$417K - $527K
|
3.74K
$527K
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
10.1K+ 12.71% |
$1.13M - $1.43M
|
90K
$12.7M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12K+ 85.0% |
$1.34M - $1.7M
|
26.2K
$3.69M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.2K- 23.0% |
$134K - $169K
|
4.01K
$565K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.18K+ 184.35% |
$467K - $590K
|
6.45K
$909K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
281K+ 24340.47% |
$31.4M - $39.6M
|
282K
$39.7M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-880- 11.04% |
$98.3K - $124K
|
7.09K
$999K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.79KNew |
$311K - $393K
|
2.79K
$393K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.35% |
$3.69K - $4.66K
|
9.58K
$1.35M
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
145+ 4.96% |
$16.2K - $20.5K
|
3.07K
$432K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
174+ 7.95% |
$19.4K - $24.5K
|
2.36K
$333K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-965- 9.94% |
$108K - $136K
|
8.74K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-29- 0.7% |
$3.24K - $4.09K
|
4.12K
$581K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.37K+ 32.44% |
$823K - $1.04M
|
30.1K
$4.24M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
86+ 3.4% |
$9.6K - $12.1K
|
2.62K
$369K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
290+ 8.54% |
$32.4K - $40.9K
|
3.69K
$519K
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
53+ 2.76% |
$5.92K - $7.48K
|
1.97K
$278K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
27+ 0.81% |
$3.02K - $3.81K
|
3.35K
$472K
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
9.67K+ 7.33% |
$1.08M - $1.36M
|
142K
$20M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.54K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-488- 10.7% |
$54.5K - $68.8K
|
4.07K
$574K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-94- 4.12% |
$10.5K - $13.3K
|
2.19K
$308K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 3.01% |
$4.36K - $5.5K
|
1.33K
$188K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
971+ 7.9% |
$108K - $137K
|
13.3K
$1.87M
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
86K+ 60.39% |
$9.6M - $12.1M
|
228K
$32.2M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 3.94% |
$218K - $275K
|
47.6K
$6.7M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$777K
|
|
Q4 2024 | |||||||
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-24- 25.26% |
$2.51K - $3.24K
|
71
$10K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
225New |
$23.5K - $30.4K
|
225
$31.7K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
461K+ 10.45% |
$48.1M - $62.2M
|
4.87M
$686M
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.42KNew |
$253K - $327K
|
2.42K
$341K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 21.7% |
$3.72M - $4.81M
|
200K
$28.2M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-163- 8.17% |
$17K - $22K
|
1.83K
$258K
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
15.8K+ 11.15% |
$1.64M - $2.13M
|
157K
$22.1M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
58K+ 2.51% |
$6.06M - $7.83M
|
2.37M
$334M
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-278- 12.8% |
$29K - $37.5K
|
1.89K
$267K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.67K+ 2.49% |
$1.01M - $1.31M
|
398K
$56M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-5- 0.16% |
$522 - $675
|
3.11K
$438K
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25+ 4.82% |
$2.61K - $3.37K
|
544
$76.6K
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-132- 2.67% |
$13.8K - $17.8K
|
4.81K
$678K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.86KNew |
$195K - $251K
|
1.86K
$262K
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$232K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.31KNew |
$241K - $312K
|
2.31K
$325K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
115New |
$12K - $15.5K
|
115
$16.2K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
655New |
$68.4K - $88.4K
|
655
$92.3K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-237- 7.72% |
$24.7K - $32K
|
2.83K
$399K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
275New |
$28.7K - $37.1K
|
275
$38.7K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.96K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 0.94% |
$1.04K - $1.35K
|
1.06K
$149K
|