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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.23KNew |
$278K - $328K
|
3.23K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 3.66% |
$3.36K - $3.96K
|
1.03K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$8.62K - $10.2K
|
100
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 66.67% |
$34.5K - $40.6K
|
200
$28.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$8.62K - $10.2K
|
100
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.1K- 34.84% |
$698K - $822K
|
15.1K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.85M- 5.44% |
$418M - $493M
|
84.4M
$11.9B
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
$764K - $900K
|
8.87K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.26KNew |
$367K - $432K
|
4.26K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
232+ 9.49% |
$20K - $23.6K
|
2.68K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.87K- 20.52% |
$592K - $698K
|
26.6K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-903- 12.91% |
$77.8K - $91.7K
|
6.09K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 3.48% |
$8.45K - $9.95K
|
2.72K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
55.7KNew |
$4.8M - $5.66M
|
55.7K
$7.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.4% |
$1.03K - $1.22K
|
2.98K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$10.8K - $12.7K
|
125
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.46K+ 115.92% |
$815K - $960K
|
17.6K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.47KNew |
$126K - $149K
|
1.47K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 100.0% |
$431K - $508K
|
10K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
135New |
$11.6K - $13.7K
|
135
$19K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
109New |
$9.39K - $11.1K
|
109
$15.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
300New |
$25.9K - $30.5K
|
300
$42.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.03M- 69.2% |
$347M - $409M
|
1.79M
$252M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-560- 4.95% |
$48.3K - $56.9K
|
10.7K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
218+ 9.42% |
$18.8K - $22.1K
|
2.53K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
6.5K+ 433.33% |
$560K - $660K
|
8K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.84% |
$862 - $1.02K
|
1.2K
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
110KNew |
$9.49M - $11.2M
|
110K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
20KNew |
$1.72M - $2.03M
|
20K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 75.0% |
$259 - $305
|
7
$986
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95New |
$8.19K - $9.65K
|
95
$13.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
201KNew |
$17.4M - $20.4M
|
201K
$28.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.78KNew |
$412K - $486K
|
4.78K
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.84K- 8.82% |
$158K - $186K
|
19K
$2.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-136- 4.46% |
$11.7K - $13.8K
|
2.91K
$410K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
153+ 6.64% |
$13.2K - $15.5K
|
2.46K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.34K - $6.29K
|
62
$8.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22New |
$1.9K - $2.23K
|
22
$3.1K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$387K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$776 - $914
|
9
$1.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46+ 287.5% |
$3.96K - $4.67K
|
62
$8.74K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1K+ 33.33% |
$86.2K - $102K
|
4K
$564K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 43.27% |
$3.88K - $4.57K
|
149
$21K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.44% |
$259 - $305
|
206
$29K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
977+ 139.57% |
$84.2K - $99.2K
|
1.68K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 11.11% |
$52.6K - $61.9K
|
6.1K
$860K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$7.15K - $8.43K
|
83
$11.7K
|