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 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-662- 1.23% |
$66.1K - $93.2K
|
53.1K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-234- 90.35% |
$23.4K - $33K
|
25
$3.56K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.52K- 2.22% |
$152K - $215K
|
66.9K
$9.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.72KNew |
$171K - $242K
|
1.72K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
325+ 2.45% |
$32.4K - $45.8K
|
13.6K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-4.35K- 41.12% |
$434K - $612K
|
6.22K
$887K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.6K+ 6.69% |
$1.75M - $2.48M
|
280K
$39.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-700- 0.58% |
$69.9K - $98.6K
|
120K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.26% |
$998 - $1.41K
|
3.82K
$544K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54KNew |
$154K - $217K
|
1.54K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-245- 2.32% |
$24.5K - $34.5K
|
10.3K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-16K- 20.17% |
$1.59M - $2.25M
|
63.2K
$9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
443+ 4.46% |
$44.2K - $62.4K
|
10.4K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.11K+ 2.92% |
$111K - $156K
|
39.1K
$5.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$299 - $423
|
2.21K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
396+ 12.72% |
$39.5K - $55.8K
|
3.51K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-237- 0.14% |
$23.7K - $33.4K
|
168K
$23.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.77K+ 23.58% |
$376K - $530K
|
19.7K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.69% |
$3.19K - $4.51K
|
4.67K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
307+ 2.21% |
$30.6K - $43.2K
|
14.2K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17KNew |
$1.7M - $2.39M
|
17K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.62KNew |
$161K - $228K
|
1.62K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-795- 6.29% |
$79.4K - $112K
|
11.8K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-228- 1.36% |
$22.8K - $32.1K
|
16.5K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$27.6K - $38.9K
|
276
$39.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
345+ 14.78% |
$34.4K - $48.6K
|
2.68K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
214+ 2.19% |
$21.4K - $30.1K
|
9.97K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.01K+ 2.24% |
$101K - $143K
|
46.3K
$6.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.48K- 0.58% |
$348K - $490K
|
599K
$85.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.25% |
$49.9K - $70.4K
|
7.5K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.17% |
$2.9K - $4.08K
|
17.1K
$2.44M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-20.2K- 23.34% |
$2.02M - $2.85M
|
66.4K
$9.47M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-67- 2.2% |
$6.69K - $9.44K
|
2.98K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-132- 3.48% |
$13.2K - $18.6K
|
3.66K
$521K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
620+ 12.1% |
$61.9K - $87.3K
|
5.74K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-459- 10.42% |
$45.8K - $64.7K
|
3.94K
$562K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
894+ 17.45% |
$89.2K - $126K
|
6.02K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-451- 1.78% |
$45K - $63.5K
|
24.9K
$3.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
264+ 1.88% |
$26.4K - $37.2K
|
14.3K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
909+ 3.36% |
$90.7K - $128K
|
28K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.86KNew |
$186K - $262K
|
1.86K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
139+ 113.01% |
$13.9K - $19.6K
|
262
$37.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 2.55% |
$2.6K - $3.66K
|
994
$142K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
884+ 35.29% |
$88.2K - $125K
|
3.39K
$483K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
629+ 5.22% |
$62.8K - $88.6K
|
12.7K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.05K+ 48.88% |
$105K - $148K
|
3.2K
$456K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-242K- 25.28% |
$24.1M - $34.1M
|
715K
$102M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.88KNew |
$287K - $405K
|
2.88K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 7.41% |
$39.2K - $55.4K
|
5.7K
$812K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.1K+ 1.37% |
$109K - $154K
|
81.2K
$11.6M
|