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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.03KNew |
$402K - $567K
|
4.03K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
200New |
$20K - $28.2K
|
200
$31.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-27- 0.7% |
$2.7K - $3.8K
|
3.83K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.9K+ 9.05% |
$389K - $549K
|
47K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-130- 73.86% |
$13K - $18.3K
|
46
$7.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
142+ 1.25% |
$14.2K - $20K
|
11.5K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
271+ 10.3% |
$27.1K - $38.2K
|
2.9K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 50.0% |
$9.98K - $14.1K
|
100
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.18KNew |
$717K - $1.01M
|
7.18K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
381+ 21.8% |
$38K - $53.7K
|
2.13K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
595K+ 184.92% |
$59.4M - $83.8M
|
917K
$146M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
4.5K+ 150.0% |
$449K - $634K
|
7.5K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.61K+ 19.0% |
$560K - $790K
|
35.1K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-500- 50.0% |
$49.9K - $70.4K
|
500
$79.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20+ 181.82% |
$2K - $2.82K
|
31
$4.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
171New |
$17.1K - $24.1K
|
171
$27.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
100KNew |
$9.98M - $14.1M
|
100K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-325- 5.34% |
$32.4K - $45.8K
|
5.76K
$919K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
14.6K+ 82.49% |
$1.46M - $2.06M
|
32.3K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-4.09K- 62.35% |
$408K - $576K
|
2.47K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.2K+ 323.0% |
$2.02M - $2.84M
|
26.5K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-8.57K- 15.46% |
$855K - $1.21M
|
46.9K
$7.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.82KNew |
$182K - $257K
|
1.82K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.03KNew |
$103K - $146K
|
1.03K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-88- 29.14% |
$8.79K - $12.4K
|
214
$34.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-52- 3.03% |
$5.19K - $7.32K
|
1.67K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.39K+ 0.69% |
$139K - $196K
|
203K
$32.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-190- 5.78% |
$19K - $26.8K
|
3.1K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-13.6K- 55.9% |
$1.36M - $1.92M
|
10.7K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
300New |
$29.9K - $42.3K
|
300
$47.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-255- 1.3% |
$25.5K - $35.9K
|
19.3K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$1.2K - $1.69K
|
12
$1.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 9.09% |
$299K - $423K
|
36K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
50+ 2.43% |
$4.99K - $7.04K
|
2.11K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
450+ 225.0% |
$44.9K - $63.4K
|
650
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
12.1KNew |
$1.2M - $1.7M
|
12.1K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.93KNew |
$592K - $835K
|
5.93K
$946K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.56K- 46.06% |
$255K - $360K
|
2.99K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45.2K+ 13986.07% |
$4.51M - $6.36M
|
45.5K
$7.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$165K - $233K
|
1.65K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 1.61% |
$99.8 - $141
|
61
$9.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.59KNew |
$159K - $224K
|
1.59K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
659+ 30.72% |
$65.8K - $92.8K
|
2.8K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-45.4K- 98.58% |
$4.53M - $6.39M
|
653
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
504New |
$50.3K - $71K
|
504
$80.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
6.5KNew |
$649K - $916K
|
6.5K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.55KNew |
$154K - $218K
|
1.55K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
12.9KNew |
$1.29M - $1.82M
|
12.9K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
2.29KNew |
$229K - $323K
|
2.29K
$365K
|
|