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 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-290- 1.47% |
$21.1K - $26.3K
|
19.4K
$2.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-114KClosed |
$8.35M - $10.4M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-146KClosed |
$10.6M - $13.2M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 87.34% |
$14.6K - $18.1K
|
29
$4K
|
|
|
Jul 25, 2022
Q2 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.34KClosed |
$171K - $212K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
285New |
$20.8K - $25.8K
|
285
$39.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
30.3KNew |
$2.21M - $2.75M
|
30.3K
$4.18M
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-7.11KClosed |
$518K - $644K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.29K+ 8.4% |
$94K - $117K
|
16.6K
$2.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
113New |
$8.24K - $10.2K
|
113
$15.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-609Closed |
$44.4K - $55.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-5.37KClosed |
$391K - $487K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
26New |
$1.9K - $2.36K
|
26
$3.58K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.62KClosed |
$337K - $419K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
480New |
$35K - $43.5K
|
480
$66.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21.1KClosed |
$1.54M - $1.91M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-70.4K- 93.87% |
$5.13M - $6.37M
|
4.59K
$633K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
13.4KNew |
$977K - $1.21M
|
13.4K
$1.85M
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-13.5KClosed |
$982K - $1.22M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 0.69% |
$6.2K - $7.7K
|
12.4K
$1.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-502Closed |
$36.6K - $45.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-9.6K- 30.57% |
$700K - $870K
|
21.8K
$3M
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-3.58KClosed |
$261K - $324K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-322- 9.01% |
$23.5K - $29.2K
|
3.25K
$448K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-3.13KClosed |
$228K - $284K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-444- 2.15% |
$32.4K - $40.2K
|
20.3K
$2.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
11.1K+ 24.44% |
$812K - $1.01M
|
56.7K
$7.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-53.8KClosed |
$3.92M - $4.87M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-307- 38.04% |
$22.4K - $27.8K
|
500
$68.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
5KNew |
$365K - $453K
|
5K
$689K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
18+ 0.48% |
$1.31K - $1.63K
|
3.76K
$518K
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 10.0% |
$72.9K - $90.6K
|
11K
$1.52M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.45KClosed |
$179K - $222K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$174K - $217K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-819- 22.2% |
$59.7K - $74.2K
|
2.87K
$395K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-4.25KClosed |
$310K - $385K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-4.55K- 60.26% |
$332K - $412K
|
3K
$413K
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-600- 8.05% |
$43.7K - $54.4K
|
6.85K
$944K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-785Closed |
$65.4K - $85.4K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.93KNew |
$578K - $754K
|
6.93K
$955K
|
|
|
May 17, 2022
Q1 2022
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-13.6KClosed |
$1.14M - $1.48M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-12.4KClosed |
$1.03M - $1.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-11.6KClosed |
$963K - $1.26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
54.7KNew |
$4.56M - $5.95M
|
54.7K
$7.54M
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.05KClosed |
$171K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-7.61KClosed |
$634K - $828K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.2KClosed |
$183K - $239K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-315- 2.1% |
$26.2K - $34.2K
|
14.7K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.93KClosed |
$244K - $319K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.93KClosed |
$244K - $319K
|
0
$0
|
|