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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.15K+ 1.32% |
$662K - $743K
|
626K
$88.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
102+ 0.4% |
$8.28K - $9.29K
|
25.4K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$3.82K - $4.28K
|
47
$6.62K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 25.69% |
$151K - $169K
|
5.38K
$757K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$16.2K - $18.2K
|
200
$28.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.9K+ 4.91% |
$154K - $173K
|
40.6K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.8KNew |
$146K - $164K
|
1.8K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
476+ 1.17% |
$38.7K - $43.4K
|
41.3K
$5.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-360- 4.56% |
$29.2K - $32.8K
|
7.54K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
233New |
$18.9K - $21.2K
|
233
$32.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.4% |
$244 - $273
|
759
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.42K- 49.19% |
$197K - $221K
|
2.5K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$38.6K - $43.3K
|
475
$66.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
728+ 65.82% |
$59.1K - $66.3K
|
1.83K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-942- 14.58% |
$76.5K - $85.8K
|
5.52K
$778K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.49K- 3.45% |
$608K - $682K
|
210K
$29.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32+ 5.6% |
$2.6K - $2.92K
|
603
$85K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 4.41% |
$5.28K - $5.92K
|
1.41K
$199K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
155New |
$12.6K - $14.1K
|
155
$21.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-765- 16.16% |
$62.1K - $69.7K
|
3.97K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
532New |
$43.2K - $48.5K
|
532
$75K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
73+ 34.43% |
$5.93K - $6.65K
|
285
$40.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$81.2 - $91.1
|
759
$107K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
24.7KNew |
$2M - $2.25M
|
24.7K
$3.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-256- 13.27% |
$20.8K - $23.3K
|
1.67K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.27KNew |
$103K - $116K
|
1.27K
$179K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
172+ 3.9% |
$14K - $15.7K
|
4.58K
$645K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$8.12K - $9.11K
|
200
$28.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$244 - $273
|
3.16K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.24K+ 44.05% |
$101K - $113K
|
4.07K
$573K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-154- 6.55% |
$12.5K - $14K
|
2.2K
$309K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 12.2% |
$812 - $911
|
72
$10.1K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17New |
$1.38K - $1.55K
|
17
$2.4K
|
|
| Q1 2023 | |||||||
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-160Closed |
$13.4K - $16.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
59+ 1.01% |
$4.95K - $5.95K
|
5.88K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
21.8KNew |
$1.83M - $2.19M
|
21.8K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.37KNew |
$703K - $844K
|
8.37K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 2.92% |
$1.92M - $2.31M
|
762K
$107M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.43KNew |
$540K - $649K
|
6.43K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-31.9K- 80.96% |
$2.68M - $3.22M
|
7.5K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.09KNew |
$259K - $311K
|
3.09K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$252K - $302K
|
3K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.55KClosed |
$214K - $258K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
124KNew |
$10.4M - $12.5M
|
124K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Raffles Associates LP
New York, NY |
BUY
|
- |
10KNew |
$840K - $1.01M
|
10K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
60.4KNew |
$5.07M - $6.09M
|
60.4K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6+ 1.18% |
$504 - $605
|
515
$72.6K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
25.5K+ 16.31% |
$2.14M - $2.57M
|
182K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.68KNew |
$309K - $371K
|
3.68K
$519K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
125+ 2.1% |
$10.5K - $12.6K
|
6.07K
$855K
|
|