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 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-2.3K- 42.59% |
$240K - $310K
|
3.1K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.7K- 24.18% |
$386K - $499K
|
11.6K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-37- 1.41% |
$3.86K - $4.99K
|
2.59K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-47- 4.49% |
$4.91K - $6.34K
|
1K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
35.9KNew |
$3.75M - $4.85M
|
35.9K
$5.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
400KNew |
$41.8M - $54M
|
400K
$56.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-15.8K- 6.84% |
$1.65M - $2.13M
|
215K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-424- 18.68% |
$44.3K - $57.2K
|
1.85K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1.71KNew |
$179K - $231K
|
1.71K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
585New |
$61.1K - $79K
|
585
$82.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.93KNew |
$202K - $261K
|
1.93K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
55+ 2.76% |
$5.74K - $7.42K
|
2.05K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.08KNew |
$113K - $146K
|
1.08K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
300+ 3.8% |
$31.3K - $40.5K
|
8.19K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.2M - $1.55M
|
11.5K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.61K+ 50.06% |
$168K - $217K
|
4.82K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.01K+ 113.76% |
$627K - $811K
|
11.3K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
273New |
$28.5K - $36.9K
|
273
$38.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.15K- 9.91% |
$433K - $560K
|
37.7K
$5.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.63KNew |
$170K - $220K
|
1.63K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
219New |
$22.9K - $29.6K
|
219
$30.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
167KNew |
$17.4M - $22.5M
|
167K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.9K- 0.96% |
$1.13M - $1.47M
|
1.12M
$158M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.39% |
$5.22K - $6.75K
|
3.66K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
149New |
$15.6K - $20.1K
|
149
$21K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.8K- 10.3% |
$2.18M - $2.81M
|
181K
$25.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6K+ 257.14% |
$376K - $486K
|
5K
$705K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
313+ 1841.18% |
$32.7K - $42.3K
|
330
$46.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47New |
$4.91K - $6.34K
|
47
$6.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.3KNew |
$658K - $851K
|
6.3K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$6.16K - $7.96K
|
59
$8.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-59- 2.22% |
$6.16K - $7.96K
|
2.6K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
396New |
$41.4K - $53.5K
|
396
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-44.1K- 17.21% |
$4.61M - $5.96M
|
212K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7+ 0.14% |
$731 - $945
|
5.05K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.66% |
$418 - $540
|
601
$84.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$238K - $308K
|
2.28K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.88KNew |
$196K - $254K
|
1.88K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55.1KNew |
$5.76M - $7.44M
|
55.1K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.15K - $1.48K
|
11
$1.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.36KNew |
$246K - $318K
|
2.36K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
62New |
$6.47K - $8.37K
|
62
$8.74K
|