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 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.38KClosed |
$538K - $669K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.52KClosed |
$184K - $229K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300Closed |
$21.9K - $27.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
293New |
$21.4K - $26.5K
|
293
$40.4K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$146 - $181
|
2
$276
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-2.6KClosed |
$190K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
PUT |
-35KClosed |
$2.55M - $3.17M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-89KClosed |
$6.49M - $8.06M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.01KClosed |
$219K - $273K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.61K+ 12.28% |
$409K - $509K
|
51.3K
$7.07M
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.1K- 15.56% |
$153K - $190K
|
11.4K
$1.57M
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-148K- 96.61% |
$10.8M - $13.4M
|
5.2K
$717K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$131K - $163K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-910K- 85.85% |
$66.3M - $82.5M
|
150K
$20.7M
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-46.7KClosed |
$3.41M - $4.24M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-78.2KClosed |
$5.7M - $7.09M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.9K+ 35.85% |
$139K - $172K
|
7.2K
$992K
|
|
Aug 09, 2022
Q2 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-70KClosed |
$5.1M - $6.34M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-60.6KClosed |
$4.42M - $5.49M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-4.06KClosed |
$296K - $368K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-115KClosed |
$8.38M - $10.4M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
17.2KNew |
$1.25M - $1.56M
|
17.2K
$2.37M
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-9KClosed |
$656K - $815K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-195- 43.24% |
$14.2K - $17.7K
|
256
$35.3K
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-80- 0.79% |
$5.83K - $7.25K
|
9.99K
$1.38M
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-521K- 49.39% |
$38M - $47.2M
|
534K
$73.6M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-3.1K- 38.64% |
$226K - $281K
|
4.93K
$679K
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
SELL
|
- |
-5.28K- 2.72% |
$385K - $478K
|
189K
$26M
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-4.16KClosed |
$303K - $377K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
718+ 18.63% |
$52.3K - $65.1K
|
4.57K
$630K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-894- 17.96% |
$65.2K - $81K
|
4.08K
$563K
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-150KClosed |
$10.9M - $13.6M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
427New |
$31.1K - $38.7K
|
427
$58.8K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.3K- 41.39% |
$94.5K - $117K
|
1.84K
$253K
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$247K - $307K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$193K - $239K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-203KClosed |
$14.8M - $18.4M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-15K- 21.07% |
$1.09M - $1.36M
|
56.2K
$7.74M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-18.4KClosed |
$1.34M - $1.66M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.05KNew |
$76.3K - $94.9K
|
1.05K
$144K
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 40.0% |
$437K - $544K
|
21K
$2.89M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$87.6K - $109K
|
1.2K
$166K
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-8.54K- 67.24% |
$623K - $774K
|
4.16K
$574K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.21KClosed |
$87.8K - $109K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
46+ 0.9% |
$3.35K - $4.17K
|
5.16K
$711K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 23.47% |
$21.9K - $27.2K
|
978
$135K
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.9KClosed |
$796K - $989K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-200Closed |
$14.6K - $18.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.46KClosed |
$179K - $223K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.96KNew |
$215K - $268K
|
2.96K
$407K
|