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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.47K- 11.53% |
$362K - $468K
|
26.6K
$3.75M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
90New |
$9.4K - $12.1K
|
90
$12.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 4.14% |
$8.35K - $10.8K
|
1.85K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.53K+ 44.91% |
$995K - $1.29M
|
30.7K
$4.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.84KNew |
$297K - $383K
|
2.84K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-200- 9.07% |
$20.9K - $27K
|
2.01K
$283K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
44.6K+ 128.22% |
$4.66M - $6.03M
|
79.5K
$11.2M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
80New |
$8.35K - $10.8K
|
80
$11.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.79KNew |
$187K - $241K
|
1.79K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-323K- 5.57% |
$33.7M - $43.6M
|
5.48M
$772M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
435K+ 5707.86% |
$45.4M - $58.7M
|
443K
$62.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
360New |
$37.6K - $48.6K
|
360
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.71K- 41.84% |
$179K - $231K
|
2.38K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
112KNew |
$11.7M - $15.1M
|
112K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.64KNew |
$380K - $491K
|
3.64K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5K+ 21.74% |
$157K - $202K
|
8.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 3.48% |
$116K - $150K
|
30.9K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
19.5KNew |
$2.04M - $2.63M
|
19.5K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.4K - $13.5K
|
55.4K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
666+ 5.67% |
$69.5K - $89.9K
|
12.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38KNew |
$771K - $997K
|
7.38K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
130KNew |
$13.5M - $17.5M
|
130K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.4% |
$1.25K - $1.62K
|
3K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-165- 7.63% |
$17.2K - $22.3K
|
2K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-34.3K- 93.21% |
$3.58M - $4.63M
|
2.5K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16.1KNew |
$1.68M - $2.17M
|
16.1K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 176.05% |
$404K - $523K
|
6.07K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
39.9K+ 9.49% |
$4.17M - $5.39M
|
460K
$64.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-803- 0.47% |
$83.8K - $108K
|
169K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-279K- 45.73% |
$29.1M - $37.6M
|
331K
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.62KNew |
$169K - $219K
|
1.62K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-720- 12.2% |
$75.2K - $97.2K
|
5.18K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177K- 86.02% |
$18.5M - $23.9M
|
28.8K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
500New |
$52.2K - $67.5K
|
500
$70.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-10.5K- 39.69% |
$1.1M - $1.42M
|
16K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$973K - $1.26M
|
9.32K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25+ 3.6% |
$2.61K - $3.37K
|
720
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
3KNew |
$313K - $405K
|
3K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
300KNew |
$31.3M - $40.5M
|
300K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
33KNew |
$3.45M - $4.45M
|
33K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.79KNew |
$395K - $511K
|
3.79K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
200New |
$20.9K - $27K
|
200
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.38K- 31.14% |
$458K - $592K
|
9.69K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
27.8KNew |
$2.9M - $3.75M
|
27.8K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-23.3K- 46.72% |
$2.43M - $3.15M
|
26.6K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
20KNew |
$2.08M - $2.69M
|
20K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
PUT |
-18.8K- 56.97% |
$1.96M - $2.54M
|
14.2K
$2M
|