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 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-900K- 46.15% |
$94M - $121M
|
1.05M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.01KNew |
$106K - $137K
|
1.01K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.78KNew |
$500K - $646K
|
4.78K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.96KNew |
$205K - $265K
|
1.96K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$522K - $675K
|
5K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.95KNew |
$204K - $264K
|
1.95K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-35.9K- 43.9% |
$3.75M - $4.85M
|
45.9K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
143New |
$14.9K - $19.3K
|
143
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-906- 5.06% |
$94.6K - $122K
|
17K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.6KNew |
$3.3M - $4.27M
|
31.6K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$533K - $688K
|
5.1K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-655- 12.01% |
$68.4K - $88.4K
|
4.8K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4New |
$418 - $540
|
4
$564
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$2.38M - $3.08M
|
22.8K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 22.04% |
$4.28K - $5.53K
|
227
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.77KNew |
$185K - $239K
|
1.77K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.73% |
$104 - $135
|
138
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 4.29% |
$65.4K - $84.5K
|
14K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.02% |
$157K - $202K
|
35.9K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.77KNew |
$184K - $238K
|
1.77K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$131K - $170K
|
1.26K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
26.6KNew |
$2.78M - $3.59M
|
26.6K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.63KNew |
$170K - $220K
|
1.63K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 129.23% |
$800K - $1.03M
|
13.6K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.64KNew |
$171K - $222K
|
1.64K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.1K+ 112.0% |
$2.2M - $2.85M
|
39.9K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.63KNew |
$171K - $220K
|
1.63K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
125+ 2.9% |
$13.1K - $16.9K
|
4.43K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.65KNew |
$172K - $223K
|
1.65K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
302New |
$31.5K - $40.8K
|
302
$42.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
51KNew |
$5.33M - $6.88M
|
51K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
27.6KNew |
$2.88M - $3.73M
|
27.6K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.4K+ 2670.72% |
$5.37M - $6.94M
|
53.4K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
322KNew |
$33.6M - $43.4M
|
322K
$45.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$978K - $1.26M
|
9.37K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Robotti Robert
New York, NY |
SELL
|
- |
-500- 6.93% |
$52.2K - $67.5K
|
6.72K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 1.29% |
$3.45K - $4.45K
|
2.52K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 19.26% |
$2.71K - $3.51K
|
109
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-725- 6.13% |
$75.7K - $97.9K
|
11.1K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 0.45% |
$3.65K - $4.72K
|
7.79K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-118K- 7.74% |
$12.3M - $15.9M
|
1.41M
$198M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53New |
$5.53K - $7.15K
|
53
$7.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.67K - $2.16K
|
16
$2.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.16KNew |
$435K - $562K
|
4.16K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-220- 5.65% |
$23K - $29.7K
|
3.68K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44+ 1.58% |
$4.59K - $5.94K
|
2.82K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
79New |
$8.25K - $10.7K
|
79
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.53% |
$4.8K - $6.21K
|
8.71K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
PUT |
-87.3K- 87.3% |
$9.12M - $11.8M
|
12.7K
$1.79M
|