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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.03KNew |
$254K - $285K
|
3.03K
$427K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-112K- 95.82% |
$9.42M - $10.6M
|
4.9K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
115KNew |
$9.63M - $10.8M
|
115K
$16.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$11.9K - $13.4K
|
142
$20K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.01% |
$83.9 - $94.2
|
8.71K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.86KNew |
$323K - $363K
|
3.86K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
4.27KNew |
$358K - $402K
|
4.27K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-26- 1.15% |
$2.18K - $2.45K
|
2.24K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-412- 11.82% |
$34.6K - $38.8K
|
3.08K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 7.41% |
$83.9K - $94.2K
|
12.5K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-250- 35.87% |
$21K - $23.5K
|
447
$63K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
419New |
$35.2K - $39.5K
|
419
$59K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.21% |
$755 - $847
|
4.37K
$616K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.91K+ 9.61% |
$161K - $180K
|
21.8K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.4K- 93.91% |
$4.82M - $5.41M
|
3.73K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
47New |
$3.94K - $4.43K
|
47
$6.62K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$1.23M - $1.38M
|
14.7K
$2.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 11.11% |
$587 - $659
|
70
$9.86K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.1K+ 202.03% |
$850K - $954K
|
15.2K
$2.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
9+ 0.94% |
$755 - $847
|
962
$136K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-475- 0.39% |
$39.9K - $44.7K
|
121K
$17M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.55% |
$1.01K - $1.13K
|
2.21K
$311K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
990+ 846.15% |
$83.1K - $93.2K
|
1.11K
$156K
|
|
| Q4 2023 | |||||||
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.77KClosed |
$617K - $821K
|
0
$0
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
187K+ 2.28% |
$13.2M - $17.5M
|
8.4M
$1.18B
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 0.86% |
$634 - $843
|
1.05K
$148K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 31.58% |
$422 - $562
|
13
$1.83K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$225K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
89+ 12.48% |
$6.27K - $8.34K
|
802
$113K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
13New |
$915 - $1.22K
|
13
$1.83K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$5.28K - $7.02K
|
75
$10.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
117New |
$8.24K - $11K
|
117
$16.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
573New |
$40.3K - $53.7K
|
573
$80.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.62K - $2.15K
|
23
$3.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
80KNew |
$5.63M - $7.49M
|
80K
$11.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.24KNew |
$509K - $678K
|
7.24K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-5.6K- 87.5% |
$394K - $524K
|
800
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$53.9K - $71.7K
|
766
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-12K- 74.79% |
$843K - $1.12M
|
4.03K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.27K- 25.78% |
$230K - $307K
|
9.43K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.84K- 30.36% |
$130K - $173K
|
4.23K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.42K+ 89.56% |
$382K - $508K
|
11.5K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
740+ 7.45% |
$52.1K - $69.3K
|
10.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
75KNew |
$5.28M - $7.02M
|
75K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
15.1KNew |
$1.07M - $1.42M
|
15.1K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-155K- 74.23% |
$10.9M - $14.5M
|
53.9K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 41.18% |
$986 - $1.31K
|
20
$2.82K
|
|