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 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$167K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
17.4KNew |
$1.5M - $1.77M
|
17.4K
$2.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.03KClosed |
$605K - $713K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$345K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$25.9K - $30.5K
|
300
$41.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-939- 19.56% |
$80.9K - $95.3K
|
3.86K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.45% |
$1.03K - $1.22K
|
2.63K
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
257New |
$22.2K - $26.1K
|
257
$35.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.12KNew |
$182K - $215K
|
2.12K
$291K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$2.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
941+ 4.01% |
$81.1K - $95.5K
|
24.4K
$3.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
313New |
$27K - $31.8K
|
313
$43.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.59% |
$2.76K - $3.25K
|
5.42K
$747K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
23New |
$1.98K - $2.34K
|
23
$3.17K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
154New |
$13.3K - $15.6K
|
154
$21.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
265New |
$22.8K - $26.9K
|
265
$36.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$111K - $131K
|
46.6K
$6.43M
|
|
| Q1 2024 | |||||||
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.07K+ 18.26% |
$425K - $477K
|
32.8K
$4.52M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.01M- 25.01% |
$85.1M - $95.5M
|
3.04M
$419M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$305K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$1.71M - $1.92M
|
20.4K
$2.81M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-140- 97.22% |
$11.7K - $13.2K
|
4
$551
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-94- 3.93% |
$7.89K - $8.85K
|
2.3K
$317K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.75% |
$83.9 - $94.2
|
134
$18.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
57New |
$4.78K - $5.37K
|
57
$7.85K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-27.9K- 91.56% |
$2.34M - $2.62M
|
2.57K
$354K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.7KNew |
$227K - $254K
|
2.7K
$372K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
198+ 3.85% |
$16.6K - $18.6K
|
5.34K
$735K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-18- 2.8% |
$1.51K - $1.69K
|
625
$86.1K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.51% |
$252 - $282
|
587
$80.9K
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.2K+ 2.76% |
$436K - $490K
|
194K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-950K- 73.08% |
$79.7M - $89.5M
|
350K
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
174New |
$14.6K - $16.4K
|
174
$24K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-89- 0.58% |
$7.47K - $8.38K
|
15.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
23.6KNew |
$1.98M - $2.22M
|
23.6K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-724- 6.71% |
$60.7K - $68.2K
|
10.1K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
190KNew |
$16M - $17.9M
|
190K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.74K- 97.7% |
$482K - $541K
|
135
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.73KNew |
$564K - $633K
|
6.73K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
667New |
$56K - $62.8K
|
667
$91.9K
|
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-23.3M- 98.94% |
$1.95B - $2.19B
|
250K
$34.5M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 3.21% |
$6.71K - $7.53K
|
2.57K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-210K- 70.27% |
$17.6M - $19.7M
|
88.7K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.95M - $2.19M
|
23.3K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.2KNew |
$2.37M - $2.66M
|
28.2K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
188KNew |
$15.7M - $17.7M
|
188K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
61KNew |
$5.11M - $5.74M
|
61K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-299- 4.76% |
$25.1K - $28.2K
|
5.99K
$825K
|
|