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 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.73KNew |
$192K - $255K
|
2.73K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 50.35% |
$2.91M - $3.88M
|
40.8K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-30.4K- 21.62% |
$2.14M - $2.85M
|
110K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$704 - $937
|
10
$1.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.55K- 69.29% |
$390K - $519K
|
2.46K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-116- 2.27% |
$8.17K - $10.9K
|
5.01K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.59KNew |
$112K - $148K
|
1.59K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.03K+ 26.7% |
$72.2K - $96K
|
4.86K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$217K - $289K
|
3.09K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
61.1KNew |
$4.3M - $5.72M
|
61.1K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-379K- 71.34% |
$26.7M - $35.5M
|
152K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-30K- 31.68% |
$2.11M - $2.81M
|
64.7K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.43KNew |
$171K - $227K
|
2.43K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
50KNew |
$3.52M - $4.68M
|
50K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
21KNew |
$1.48M - $1.97M
|
21K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-651Closed |
$45.8K - $61K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-750- 18.07% |
$52.8K - $70.2K
|
3.4K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$820K - $1.09M
|
11.6K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-348- 7.37% |
$24.5K - $32.6K
|
4.38K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 12.77% |
$10.3K - $13.7K
|
997
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
106KNew |
$7.49M - $9.97M
|
106K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.51K- 37.97% |
$176K - $235K
|
4.09K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-258- 4.19% |
$18.2K - $24.2K
|
5.9K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
177+ 53.15% |
$12.5K - $16.6K
|
510
$70.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.4KNew |
$169K - $224K
|
2.4K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
970+ 36.78% |
$68.3K - $90.9K
|
3.61K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.49KNew |
$175K - $233K
|
2.49K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
21.4KNew |
$1.51M - $2M
|
21.4K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.81KNew |
$268K - $357K
|
3.81K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 0.42% |
$704 - $937
|
2.37K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$191K - $254K
|
2.72K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.7K- 7.07% |
$683K - $908K
|
128K
$17.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-54.4K- 61.45% |
$3.83M - $5.09M
|
34.1K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
255New |
$18K - $23.9K
|
255
$35.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.33KNew |
$164K - $218K
|
2.33K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$32.9K - $43.8K
|
468
$64.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 24.0% |
$3.38K - $4.5K
|
152
$20.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.99KNew |
$352K - $468K
|
4.99K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.82KNew |
$198K - $264K
|
2.82K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
199New |
$14K - $18.6K
|
199
$27.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.88K+ 46.0% |
$202K - $269K
|
9.13K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.16K+ 1074.49% |
$222K - $296K
|
3.45K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.6K- 26.39% |
$183K - $244K
|
7.25K
$999K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.97KNew |
$209K - $278K
|
2.97K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$126K - $168K
|
1.79K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 3.39% |
$1.83K - $2.44K
|
741
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-4- 0.07% |
$282 - $375
|
5.48K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.39KNew |
$309K - $411K
|
4.39K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.22KNew |
$156K - $208K
|
2.22K
$306K
|