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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.11% |
$245 - $284
|
2.82K
$398K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-127- 42.33% |
$10.4K - $12K
|
173
$24.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
244New |
$19.9K - $23.1K
|
244
$34.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
79+ 16.46% |
$6.45K - $7.48K
|
559
$78.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.49KNew |
$694K - $804K
|
8.49K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.16K- 24.33% |
$94.6K - $110K
|
3.61K
$508K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.75K+ 57.89% |
$143K - $166K
|
4.78K
$674K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
121+ 2.75% |
$9.88K - $11.5K
|
4.52K
$637K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.52KNew |
$369K - $428K
|
4.52K
$637K
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.95K- 5.84% |
$323K - $374K
|
63.7K
$8.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.17K+ 21.99% |
$95.8K - $111K
|
6.51K
$917K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
84New |
$6.86K - $7.95K
|
84
$11.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$433K - $502K
|
5.3K
$747K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-135K- 76.32% |
$11M - $12.7M
|
41.8K
$5.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3K- 33.33% |
$245K - $284K
|
6K
$845K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
125New |
$10.2K - $11.8K
|
125
$17.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
338New |
$27.6K - $32K
|
338
$47.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.06% |
$980 - $1.14K
|
21.8K
$3.06M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 36.0% |
$369K - $428K
|
17.1K
$2.41M
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.75M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.75M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72K- 61.05% |
$5.85M - $6.56M
|
45.9K
$6.47M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$406 - $456
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$388K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-334K- 98.83% |
$27.1M - $30.4M
|
3.96K
$558K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
837New |
$68K - $76.3K
|
837
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.21KNew |
$98.6K - $111K
|
1.21K
$171K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18+ 58.06% |
$1.46K - $1.64K
|
49
$6.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67K- 69.13% |
$785K - $881K
|
4.32K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
281+ 11.04% |
$22.8K - $25.6K
|
2.83K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-107K- 9.53% |
$8.68M - $9.74M
|
1.01M
$143M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
257New |
$20.9K - $23.4K
|
257
$36.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.57KNew |
$778K - $872K
|
9.57K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5KNew |
$284K - $319K
|
3.5K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
104KNew |
$8.45M - $9.48M
|
104K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
13.3KNew |
$1.08M - $1.21M
|
13.3K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.18% |
$1.3K - $1.46K
|
8.71K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$273K - $306K
|
3.36K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.2KNew |
$585K - $656K
|
7.2K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$24.4K - $27.3K
|
300
$42.3K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 21.46% |
$78.5K - $88K
|
5.47K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 47.78% |
$1.08M - $1.21M
|
14.6K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
30KNew |
$2.44M - $2.73M
|
30K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.76K+ 6.34% |
$143K - $161K
|
29.6K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.44KNew |
$442K - $496K
|
5.44K
$766K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.73% |
$1.38K - $1.55K
|
2.35K
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.5K+ 129.63% |
$284K - $319K
|
6.2K
$874K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-168- 4.15% |
$13.6K - $15.3K
|
3.88K
$547K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
238New |
$19.3K - $21.7K
|
238
$33.5K
|
|