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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-46K- 73.51% |
$3.47M - $4.28M
|
16.6K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 30.45% |
$231K - $286K
|
7.01K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.32K+ 413.95% |
$250K - $309K
|
4.13K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$979 - $1.21K
|
8.96K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 98.41% |
$23.3K - $28.8K
|
5
$689
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-306- 5.68% |
$23K - $28.5K
|
5.08K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
109+ 320.59% |
$8.21K - $10.1K
|
143
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.5KNew |
$188K - $233K
|
2.5K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.35KNew |
$704K - $870K
|
9.35K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.2MNew |
$1.07B - $1.32B
|
14.2M
$1.95B
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-33- 0.72% |
$2.48K - $3.07K
|
4.53K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
42.2KNew |
$3.18M - $3.93M
|
42.2K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.4KNew |
$4.17M - $5.15M
|
55.4K
$7.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$904 - $1.12K
|
12
$1.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.5KNew |
$565K - $698K
|
7.5K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27KNew |
$246K - $304K
|
3.27K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-371- 5.95% |
$27.9K - $34.5K
|
5.87K
$809K
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$4.95M - $6.11M
|
65.7K
$9.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$55.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 1812.36% |
$375K - $464K
|
5.26K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.06% |
$226 - $279
|
286
$39.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 9.76% |
$4.22K - $5.21K
|
630
$86.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-185- 3.76% |
$13.9K - $17.2K
|
4.74K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.76K+ 59.86% |
$358K - $443K
|
12.7K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.53KNew |
$115K - $142K
|
1.53K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-173- 3.29% |
$13K - $16.1K
|
5.08K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34- 2.68% |
$2.56K - $3.16K
|
1.23K
$170K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-4.78K- 97.37% |
$360K - $445K
|
129
$17.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-21.3K- 89.87% |
$1.6M - $1.98M
|
2.4K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 9.1% |
$257K - $318K
|
34.1K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
58+ 1.53% |
$4.37K - $5.4K
|
3.86K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-14- 1.38% |
$1.05K - $1.3K
|
1K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
338New |
$25.5K - $31.4K
|
338
$46.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
600New |
$45.2K - $55.8K
|
600
$82.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
50.8KNew |
$3.83M - $4.73M
|
50.8K
$7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.82K+ 70.41% |
$137K - $169K
|
4.41K
$607K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
20New |
$1.51K - $1.86K
|
20
$2.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-63- 0.11% |
$4.74K - $5.86K
|
55.3K
$7.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
190New |
$14.3K - $17.7K
|
190
$26.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
36KNew |
$2.71M - $3.35M
|
36K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$2.71K - $3.35K
|
36
$4.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
70KNew |
$5.27M - $6.51M
|
70K
$9.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-26.6K- 4.12% |
$2M - $2.48M
|
620K
$85.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$75.3 - $93
|
2.71K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.53K+ 2.53% |
$191K - $235K
|
103K
$14.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
14New |
$1.05K - $1.3K
|
14
$1.93K
|
|
|
Feb 03, 2023
Q4 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.16KNew |
$313K - $387K
|
4.16K
$573K
|