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 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$273K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-72- 2.2% |
$7.19K - $10.1K
|
3.2K
$453K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 0.9% |
$5.36K - $6.77K
|
5.27K
$745K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
504K+ 210.3% |
$56.3M - $71.2M
|
744K
$105M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.66K+ 30.61% |
$297K - $375K
|
11.4K
$1.61M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
44.7KNew |
$4.99M - $6.31M
|
44.7K
$6.33M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-482- 0.52% |
$53.8K - $68K
|
93K
$13.2M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-17K- 6.39% |
$1.9M - $2.4M
|
249K
$35.2M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 1.08% |
$112 - $141
|
94
$13.3K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
154+ 18.01% |
$17.2K - $21.7K
|
1.01K
$143K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.44KNew |
$161K - $203K
|
1.44K
$204K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 2.56% |
$1.68K - $2.12K
|
602
$85.2K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211New |
$23.6K - $29.8K
|
211
$29.9K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-13.2K- 32.44% |
$1.47M - $1.86M
|
27.4K
$3.88M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.08% |
$670 - $846
|
7.77K
$1.1M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
54New |
$6.03K - $7.62K
|
54
$7.64K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.5K+ 832.24% |
$4.3M - $5.44M
|
43.2K
$6.11M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.69K- 23.49% |
$189K - $238K
|
5.5K
$778K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-39- 1.6% |
$4.36K - $5.5K
|
2.41K
$341K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
824+ 450.27% |
$92K - $116K
|
1.01K
$143K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-31- 0.39% |
$3.46K - $4.37K
|
7.94K
$1.12M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.42% |
$1.79K - $2.26K
|
3.78K
$535K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
439+ 1.4% |
$49K - $61.9K
|
31.7K
$4.49M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$57.8K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-28.5K- 10.68% |
$3.18M - $4.02M
|
238K
$33.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.1K- 36.48% |
$3.13M - $3.96M
|
48.8K
$6.91M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-86.5K- 36.27% |
$9.66M - $12.2M
|
152K
$21.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
672+ 1.41% |
$75K - $94.8K
|
48.5K
$6.86M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.85KNew |
$430K - $543K
|
3.85K
$545K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
825+ 15.91% |
$92.1K - $116K
|
6.01K
$851K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.59KNew |
$178K - $225K
|
1.59K
$226K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.6K+ 5.22% |
$625K - $789K
|
113K
$16M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 3.61% |
$7.26K - $9.17K
|
1.87K
$264K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.09K+ 6.73% |
$345K - $436K
|
49K
$6.94M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.01K- 53.71% |
$448K - $566K
|
3.46K
$489K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$302K - $381K
|
2.7K
$382K
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.67K- 5.27% |
$409K - $517K
|
65.9K
$9.32M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
443K+ 4.81% |
$49.4M - $62.4M
|
9.65M
$1.37B
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
256+ 1.14% |
$28.6K - $36.1K
|
22.7K
$3.22M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 55.88% |
$433K - $547K
|
3.06K
$433K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
821+ 34.38% |
$91.7K - $116K
|
3.21K
$454K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.2K- 21.94% |
$1.03M - $1.3M
|
32.7K
$4.63M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.58K+ 3.34% |
$288K - $364K
|
79.7K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.98K- 10.48% |
$445K - $562K
|
34K
$4.81M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$670 - $846
|
6
$849
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
22.8K+ 379933.34% |
$2.55M - $3.22M
|
22.8K
$3.23M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 20.0% |
$447 - $564
|
16
$2.26K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$112 - $141
|
1
$142
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
200+ 16.46% |
$22.3K - $28.2K
|
1.42K
$200K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
94New |
$10.5K - $13.3K
|
94
$13.3K
|
|