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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 50.61% |
$278K - $323K
|
3.33K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.68KNew |
$300K - $348K
|
3.68K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 7.6% |
$105K - $122K
|
18.2K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.88KNew |
$725K - $841K
|
8.88K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-70K- 7.95% |
$5.72M - $6.63M
|
810K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
27.9KNew |
$2.28M - $2.64M
|
27.9K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-508- 7.23% |
$41.5K - $48.1K
|
6.52K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$735 - $852
|
6.97K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-251- 15.84% |
$20.5K - $23.8K
|
1.33K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 7.41% |
$16.3K - $18.9K
|
2.9K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.68K- 94.17% |
$791K - $917K
|
600
$84.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
14.8K+ 38.4% |
$1.21M - $1.4M
|
53.3K
$7.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-453- 13.8% |
$37K - $42.9K
|
2.83K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.05K+ 42.76% |
$86.1K - $99.8K
|
3.52K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 4.0% |
$8.17K - $9.47K
|
2.6K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-290- 8.35% |
$23.7K - $27.5K
|
3.19K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99KClosed |
$244K - $283K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.11% |
$4.9K - $5.68K
|
2.9K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10K+ 40.0% |
$817K - $947K
|
35K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
83.7K+ 33.5% |
$6.84M - $7.93M
|
334K
$47M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.5K- 97.39% |
$1.1M - $1.28M
|
363
$51.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
238+ 1.11% |
$19.4K - $22.5K
|
21.8K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
269KNew |
$22M - $25.5M
|
269K
$38M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
61+ 2.63% |
$4.98K - $5.77K
|
2.38K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
212+ 4.22% |
$17.3K - $20.1K
|
5.23K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.19K- 9.42% |
$179K - $207K
|
21.1K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.74MNew |
$224M - $259M
|
2.74M
$386M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-864- 94.32% |
$70.5K - $81.8K
|
52
$7.33K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.97% |
$490 - $568
|
298
$42K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15KNew |
$1.22M - $1.42M
|
15K
$2.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
20K+ 4000.0% |
$1.63M - $1.89M
|
20.5K
$2.89M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-18K- 47.37% |
$1.47M - $1.7M
|
20K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
14.2KNew |
$1.16M - $1.34M
|
14.2K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.51K- 13.27% |
$450K - $522K
|
36K
$5.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.12K - $7.1K
|
75
$10.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
31+ 0.43% |
$2.53K - $2.93K
|
7.19K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-48- 3.3% |
$3.92K - $4.54K
|
1.41K
$198K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$653 - $757
|
13
$1.83K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
50New |
$4.08K - $4.73K
|
50
$7.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
5.51KNew |
$450K - $521K
|
5.51K
$776K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
89+ 0.87% |
$7.27K - $8.43K
|
10.3K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
12.7K+ 34.47% |
$1.03M - $1.2M
|
49.4K
$6.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
86+ 0.33% |
$7.02K - $8.14K
|
25.9K
$3.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
67New |
$5.47K - $6.34K
|
67
$9.44K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.08K- 12.52% |
$333K - $386K
|
28.5K
$4.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 0.12% |
$6.53K - $7.57K
|
64.1K
$9.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.5K+ 51.72% |
$122K - $142K
|
4.4K
$620K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-28- 2.31% |
$2.29K - $2.65K
|
1.18K
$167K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$5.88K - $6.82K
|
72
$10.1K
|