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 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-103- 1.35% |
$10.8K - $13.9K
|
7.53K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$2.82K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
412+ 72.54% |
$43K - $55.6K
|
980
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.6KNew |
$167K - $216K
|
1.6K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
124New |
$12.9K - $16.7K
|
124
$17.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.9KNew |
$199K - $257K
|
1.9K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 49.88% |
$174K - $225K
|
1.68K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6KNew |
$167K - $216K
|
1.6K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.1KNew |
$219K - $283K
|
2.1K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
45.3KNew |
$4.73M - $6.12M
|
45.3K
$6.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.64KNew |
$171K - $222K
|
1.64K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.3KNew |
$1.71M - $2.2M
|
16.3K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
1.74KNew |
$181K - $234K
|
1.74K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$57.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.7KNew |
$177K - $229K
|
1.7K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
189New |
$19.7K - $25.5K
|
189
$26.6K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.52KNew |
$264K - $341K
|
2.52K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$53.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-402- 18.31% |
$42K - $54.3K
|
1.79K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45.9K- 19.99% |
$4.79M - $6.2M
|
184K
$25.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.54K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.77K+ 5.05% |
$498K - $643K
|
99.2K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.61KNew |
$168K - $217K
|
1.61K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-16- 13.68% |
$1.67K - $2.16K
|
101
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.1K+ 52.4% |
$1.26M - $1.63M
|
35.2K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 67.82% |
$346K - $447K
|
8.2K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-12.8K- 65.55% |
$1.34M - $1.73M
|
6.75K
$951K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$10.4K - $13.5K
|
100
$14.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.69KNew |
$176K - $228K
|
1.69K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2K- 8.66% |
$230K - $297K
|
23.2K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.16K- 64.48% |
$539K - $696K
|
2.84K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.6KNew |
$167K - $216K
|
1.6K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$522 - $675
|
5
$705
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$6.62K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.74K- 3.92% |
$704K - $910K
|
165K
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
589New |
$61.5K - $79.5K
|
589
$83K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.69KNew |
$177K - $228K
|
1.69K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.68K+ 1.06% |
$175K - $227K
|
160K
$22.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$990K - $1.28M
|
9.48K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
8.32KNew |
$869K - $1.12M
|
8.32K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.66K- 4.46% |
$173K - $223K
|
35.4K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.62KNew |
$169K - $219K
|
1.62K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
727+ 5.15% |
$75.9K - $98.1K
|
14.8K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51New |
$5.33K - $6.88K
|
51
$7.19K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
66+ 0.8% |
$6.89K - $8.91K
|
8.33K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
8.19KNew |
$856K - $1.11M
|
8.19K
$1.15M
|