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 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$80K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
363+ 98.91% |
$33.4K - $38.8K
|
730
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$3.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 1.25% |
$3.04K - $3.53K
|
2.6K
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1- -0.0% |
$92.1 - $107
|
25K
$3.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$14.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$282K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$184 - $214
|
2
$282
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
18KNew |
$1.66M - $1.93M
|
18K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$92.1K - $107K
|
1K
$141K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
190+ 6.94% |
$17.5K - $20.3K
|
2.93K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.3KNew |
$119K - $139K
|
1.3K
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$298K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$92.1 - $107
|
1.89K
$266K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
390+ 9.29% |
$33.6K - $39.6K
|
4.59K
$647K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-19.8K- 9.31% |
$1.71M - $2.01M
|
193K
$27.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 10.39% |
$57.6K - $67.8K
|
5.76K
$812K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
563+ 2.23% |
$48.5K - $57.2K
|
25.8K
$3.63M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-83.1K- 70.67% |
$7.16M - $8.44M
|
34.5K
$4.86M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
847New |
$73K - $86K
|
847
$119K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
175New |
$15.1K - $17.8K
|
175
$24.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$10.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
150+ 7.06% |
$12.9K - $15.2K
|
2.27K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-272K- 53.41% |
$23.4M - $27.6M
|
237K
$33.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$217K - $256K
|
2.52K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-404- 69.66% |
$34.8K - $41K
|
176
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.13K- 13.57% |
$356K - $419K
|
26.3K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
162K+ 5505.4% |
$14M - $16.4M
|
165K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
28.1K+ 71.14% |
$2.42M - $2.85M
|
67.6K
$9.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$560K - $660K
|
6.5K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.96M - $2.31M
|
22.8K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 39.65% |
$261K - $308K
|
4.61K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.28K+ 83.03% |
$110K - $130K
|
2.83K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
41.8KNew |
$3.6M - $4.24M
|
41.8K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
176KNew |
$15.2M - $17.9M
|
176K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-12.9K- 55.05% |
$1.11M - $1.31M
|
10.6K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
41.8KNew |
$3.6M - $4.24M
|
41.8K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
451KNew |
$38.9M - $45.8M
|
451K
$63.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.38K- 36.35% |
$205K - $242K
|
4.17K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$206K - $243K
|
2.39K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.1K- 26.28% |
$181K - $213K
|
5.89K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.11K+ 179.24% |
$354K - $417K
|
6.4K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-9.04K- 68.99% |
$779K - $917K
|
4.06K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.03KNew |
$348K - $410K
|
4.03K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-11.7K- 80.19% |
$1.01M - $1.19M
|
2.89K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
155KNew |
$13.4M - $15.8M
|
155K
$21.9M
|
|