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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-299- 9.18% |
$24.4K - $28.3K
|
2.96K
$408K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10MNew |
$818M - $949M
|
10M
$1.38B
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.2KNew |
$2.88M - $3.34M
|
35.2K
$4.86M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-294Closed |
$24K - $27.8K
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-14.8KClosed |
$1.21M - $1.41M
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.7K- 42.45% |
$2.91M - $3.38M
|
48.4K
$6.67M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 11.76% |
$653 - $757
|
60
$8.27K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
46+ 1.09% |
$3.76K - $4.35K
|
4.25K
$586K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
738+ 581.1% |
$60.3K - $69.9K
|
865
$119K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.95% |
$4.08K - $4.73K
|
960
$132K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 50.0% |
$81.7 - $94.7
|
1
$138
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$541K - $627K
|
6.62K
$912K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.25K- 27.35% |
$102K - $118K
|
3.31K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.97K- 50.02% |
$406K - $471K
|
4.97K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 50.61% |
$278K - $323K
|
3.33K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.06KNew |
$740K - $858K
|
9.06K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.68KNew |
$300K - $348K
|
3.68K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 7.6% |
$105K - $122K
|
18.2K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.88KNew |
$725K - $841K
|
8.88K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
54.6KNew |
$4.45M - $5.16M
|
54.6K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-70K- 7.95% |
$5.72M - $6.63M
|
810K
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-41.1K- 76.83% |
$3.36M - $3.89M
|
12.4K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-49.6K- 99.2% |
$4.05M - $4.7M
|
400
$55.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$253K - $293K
|
3.1K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34K- 6.26% |
$109K - $127K
|
20.1K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
27.9KNew |
$2.28M - $2.64M
|
27.9K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-508- 7.23% |
$41.5K - $48.1K
|
6.52K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34KNew |
$2.77M - $3.22M
|
34K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-5K- 2.63% |
$408K - $473K
|
185K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
105K+ 161.68% |
$8.55M - $9.92M
|
170K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$735 - $852
|
6.97K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-460- 4.89% |
$37.6K - $43.5K
|
8.95K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-251- 15.84% |
$20.5K - $23.8K
|
1.33K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 7.41% |
$16.3K - $18.9K
|
2.9K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.68K- 94.17% |
$791K - $917K
|
600
$82.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
14.8K+ 38.4% |
$1.21M - $1.4M
|
53.3K
$7.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$992K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-453- 13.8% |
$37K - $42.9K
|
2.83K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.05K+ 42.76% |
$86.1K - $99.8K
|
3.52K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 4.0% |
$8.17K - $9.47K
|
2.6K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-290- 8.35% |
$23.7K - $27.5K
|
3.19K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.22KNew |
$508K - $588K
|
6.22K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99KClosed |
$244K - $283K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.11% |
$4.9K - $5.68K
|
2.9K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10K+ 40.0% |
$817K - $947K
|
35K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
83.7K+ 33.5% |
$6.84M - $7.93M
|
334K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-68- 1.47% |
$5.55K - $6.44K
|
4.55K
$626K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-670- 72.04% |
$54.7K - $63.4K
|
260
$35.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$3.1K - $3.6K
|
38
$5.24K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.5K- 97.39% |
$1.1M - $1.28M
|
363
$50K
|