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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
472+ 6.51% |
$49.3K - $63.7K
|
7.72K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.32KNew |
$137K - $178K
|
1.32K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$6.48K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
419+ 6.38% |
$43.8K - $56.6K
|
6.99K
$985K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
35.4KNew |
$3.69M - $4.77M
|
35.4K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.39% |
$835 - $1.08K
|
2.05K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$181K - $234K
|
1.73K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.79KNew |
$187K - $241K
|
1.79K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.07KNew |
$112K - $145K
|
1.07K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 10.52% |
$36.5K - $47.2K
|
2.98K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$82K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$57.3K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.14K+ 227.17% |
$327K - $423K
|
4.52K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
PUT |
-5K- 33.33% |
$522K - $675K
|
10K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-93- 2.71% |
$9.71K - $12.6K
|
3.34K
$471K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$168K - $217K
|
1.61K
$227K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$20.9K - $27K
|
200
$28.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.72M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$67.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$4.55M
|
|
| Q3 2024 | |||||||
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
371+ 6.68% |
$34.2K - $39.7K
|
5.92K
$835K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
17.2K+ 32.41% |
$1.58M - $1.84M
|
70.1K
$9.88M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11K+ 14.74% |
$1.01M - $1.17M
|
85.4K
$12M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
661New |
$60.9K - $70.7K
|
661
$93.1K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 24.75% |
$55.2K - $64.2K
|
1.82K
$257K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 17.86% |
$921 - $1.07K
|
46
$6.48K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.93K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-105- 53.03% |
$9.67K - $11.2K
|
93
$13.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 2.44% |
$460 - $535
|
200
$28.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
60+ 1.19% |
$5.52K - $6.42K
|
5.09K
$716K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$368 - $428
|
4
$564
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
117New |
$10.8K - $12.5K
|
117
$16.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$921 - $1.07K
|
10
$1.41K
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
5KNew |
$460K - $535K
|
5K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
9.35KNew |
$860K - $1M
|
9.35K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-38.2K- 59.09% |
$3.52M - $4.09M
|
26.5K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$202K - $235K
|
2.2K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.24KNew |
$758K - $881K
|
8.24K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.26K+ 0.88% |
$300K - $349K
|
375K
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
970KNew |
$89.3M - $104M
|
970K
$137M
|
|