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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
990+ 846.15% |
$83.1K - $93.2K
|
1.11K
$153K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
28.7KNew |
$2.02M - $2.69M
|
28.7K
$3.96M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 0.86% |
$634 - $843
|
1.05K
$145K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 31.58% |
$422 - $562
|
13
$1.79K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$220K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
89+ 12.48% |
$6.27K - $8.34K
|
802
$111K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-153- 5.54% |
$10.8K - $14.3K
|
2.61K
$360K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$63.6K - $84.6K
|
903
$124K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
13New |
$915 - $1.22K
|
13
$1.79K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$5.28K - $7.02K
|
75
$10.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
117New |
$8.24K - $11K
|
117
$16.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
573New |
$40.3K - $53.7K
|
573
$79K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.62K - $2.15K
|
23
$3.17K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
80KNew |
$5.63M - $7.49M
|
80K
$11M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.24KNew |
$509K - $678K
|
7.24K
$997K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-5.6K- 87.5% |
$394K - $524K
|
800
$110K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$162K - $216K
|
2.31K
$318K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$53.9K - $71.7K
|
766
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
177New |
$12.5K - $16.6K
|
177
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-12K- 74.79% |
$843K - $1.12M
|
4.03K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-300- 10.63% |
$21.1K - $28.1K
|
2.52K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.27K- 25.78% |
$230K - $307K
|
9.43K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.84K- 30.36% |
$130K - $173K
|
4.23K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 1206.45% |
$79K - $105K
|
1.22K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
80KNew |
$5.63M - $7.49M
|
80K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$429K - $570K
|
6.09K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.42K+ 89.56% |
$382K - $508K
|
11.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
966+ 34.19% |
$68K - $90.5K
|
3.79K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
740+ 7.45% |
$52.1K - $69.3K
|
10.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
75KNew |
$5.28M - $7.02M
|
75K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
15.1KNew |
$1.07M - $1.42M
|
15.1K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-155K- 74.23% |
$10.9M - $14.5M
|
53.9K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-4.2K- 18.46% |
$296K - $393K
|
18.6K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 41.18% |
$986 - $1.31K
|
20
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$282 - $375
|
4
$551
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-4.73K- 1.96% |
$333K - $443K
|
236K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-616- 10.63% |
$43.4K - $57.7K
|
5.18K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$231K - $307K
|
3.28K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
310KNew |
$21.8M - $29.1M
|
310K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
103KNew |
$7.28M - $9.68M
|
103K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.06K+ 109.33% |
$215K - $287K
|
5.86K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.85K- 54.19% |
$412K - $548K
|
4.95K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
17.8K+ 78.41% |
$1.25M - $1.67M
|
40.5K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
41K+ 379.63% |
$2.89M - $3.84M
|
51.8K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
38New |
$2.68K - $3.56K
|
38
$5.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$165K - $220K
|
2.35K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
32.7KNew |
$2.3M - $3.06M
|
32.7K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
25KNew |
$1.76M - $2.34M
|
25K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-8.83K- 5.15% |
$621K - $827K
|
162K
$22.4M
|
|