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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.06% |
$980 - $1.14K
|
21.8K
$3M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 36.0% |
$369K - $428K
|
17.1K
$2.36M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-45.4K- 25.72% |
$3.69M - $4.13M
|
131K
$18.1M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-43KClosed |
$3.49M - $3.91M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72K- 61.05% |
$5.85M - $6.56M
|
45.9K
$6.33M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$406 - $456
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$379K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-334K- 98.83% |
$27.1M - $30.4M
|
3.96K
$545K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 3.81% |
$7.07K - $7.93K
|
2.37K
$327K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
837New |
$68K - $76.3K
|
837
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.21KNew |
$98.6K - $111K
|
1.21K
$167K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18+ 58.06% |
$1.46K - $1.64K
|
49
$6.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67K- 69.13% |
$785K - $881K
|
4.32K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
281+ 11.04% |
$22.8K - $25.6K
|
2.83K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-107K- 9.53% |
$8.68M - $9.74M
|
1.01M
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
257New |
$20.9K - $23.4K
|
257
$35.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.57KNew |
$778K - $872K
|
9.57K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5KNew |
$284K - $319K
|
3.5K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
104KNew |
$8.45M - $9.48M
|
104K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
13.3KNew |
$1.08M - $1.21M
|
13.3K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.18% |
$1.3K - $1.46K
|
8.71K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$273K - $306K
|
3.36K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.2KNew |
$585K - $656K
|
7.2K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.88K- 54.41% |
$315K - $353K
|
3.25K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$24.4K - $27.3K
|
300
$41.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
135K+ 176.7% |
$11M - $12.3M
|
211K
$29.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$194K - $218K
|
2.39K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 21.46% |
$78.5K - $88K
|
5.47K
$753K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 47.78% |
$1.08M - $1.21M
|
14.6K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
30KNew |
$2.44M - $2.73M
|
30K
$4.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.76K+ 6.34% |
$143K - $161K
|
29.6K
$4.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.44KNew |
$442K - $496K
|
5.44K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.73% |
$1.38K - $1.55K
|
2.35K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.5K+ 129.63% |
$284K - $319K
|
6.2K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-168- 4.15% |
$13.6K - $15.3K
|
3.88K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
238New |
$19.3K - $21.7K
|
238
$32.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.15K+ 1.32% |
$662K - $743K
|
626K
$86.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
102+ 0.4% |
$8.28K - $9.29K
|
25.4K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$3.82K - $4.28K
|
47
$6.48K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 25.69% |
$151K - $169K
|
5.38K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$16.2K - $18.2K
|
200
$27.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.9K+ 4.91% |
$154K - $173K
|
40.6K
$5.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.8KNew |
$146K - $164K
|
1.8K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
476+ 1.17% |
$38.7K - $43.4K
|
41.3K
$5.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-360- 4.56% |
$29.2K - $32.8K
|
7.54K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.6KNew |
$1.19M - $1.33M
|
14.6K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
233New |
$18.9K - $21.2K
|
233
$32.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.05K+ 63.74% |
$85.4K - $95.8K
|
2.7K
$372K
|
|