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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.11KNew |
$95.8K - $113K
|
1.11K
$157K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 4.91% |
$4.31K - $5.08K
|
1.07K
$150K
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
173KNew |
$14.9M - $17.6M
|
173K
$24.4M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.29K - $1.52K
|
15
$2.11K
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-46.4K- 95.08% |
$4M - $4.71M
|
2.41K
$339K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-438- 10.76% |
$37.8K - $44.5K
|
3.63K
$512K
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
36K+ 1763.6% |
$3.11M - $3.66M
|
38.1K
$5.37M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.44KNew |
$468K - $552K
|
5.44K
$766K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$21.1K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$705
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$8.62K - $10.2K
|
100
$14.1K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$431 - $508
|
6.2K
$874K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$548K
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-23.5K- 87.31% |
$2.03M - $2.39M
|
3.42K
$482K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$170K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.03KClosed |
$605K - $713K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$25.9K - $30.5K
|
300
$42.3K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$544K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-939- 19.56% |
$80.9K - $95.3K
|
3.86K
$544K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$2.31M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
313New |
$27K - $31.8K
|
313
$44.1K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
23New |
$1.98K - $2.34K
|
23
$3.24K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
154New |
$13.3K - $15.6K
|
154
$21.7K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
265New |
$22.8K - $26.9K
|
265
$37.3K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$111K - $131K
|
46.6K
$6.57M
|
|
Q1 2024 | |||||||
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.23K- 17.05% |
$606K - $680K
|
35.2K
$4.96M
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
13.3MNew |
$1.11B - $1.25B
|
13.3M
$1.87B
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
81New |
$6.8K - $7.63K
|
81
$11.4K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$252 - $282
|
3
$423
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.07K+ 18.26% |
$425K - $477K
|
32.8K
$4.62M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$312K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$1.71M - $1.92M
|
20.4K
$2.88M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.75% |
$83.9 - $94.2
|
134
$18.9K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
57New |
$4.78K - $5.37K
|
57
$8.03K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.7KNew |
$227K - $254K
|
2.7K
$380K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
198+ 3.85% |
$16.6K - $18.6K
|
5.34K
$752K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-18- 2.8% |
$1.51K - $1.69K
|
625
$88.1K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-950K- 73.08% |
$79.7M - $89.5M
|
350K
$49.3M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$13.3M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
174New |
$14.6K - $16.4K
|
174
$24.5K
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-724- 6.71% |
$60.7K - $68.2K
|
10.1K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
190KNew |
$16M - $17.9M
|
190K
$26.8M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.73KNew |
$564K - $633K
|
6.73K
$948K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
667New |
$56K - $62.8K
|
667
$94K
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-23.3M- 98.94% |
$1.95B - $2.19B
|
250K
$35.2M
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 3.21% |
$6.71K - $7.53K
|
2.57K
$362K
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-210K- 70.27% |
$17.6M - $19.7M
|
88.7K
$12.5M
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.95M - $2.19M
|
23.3K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
188KNew |
$15.7M - $17.7M
|
188K
$26.4M
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.72KNew |
$228K - $256K
|
2.72K
$383K
|