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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-65Closed |
$5.42K - $7.07K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.07KClosed |
$173K - $225K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
PUT |
-1KClosed |
$83.3K - $109K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.71KClosed |
$226K - $295K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
300+ 11.21% |
$25K - $32.6K
|
2.98K
$405K
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.2KClosed |
$183K - $239K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-568Closed |
$47.3K - $61.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$3.58K - $4.68K
|
43
$5.85K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.13K- 99.91% |
$94.3K - $123K
|
1
$136
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-826Closed |
$68.8K - $89.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-7.08KClosed |
$590K - $769K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-39Closed |
$3.25K - $4.24K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
442+ 108.07% |
$36.8K - $48.1K
|
851
$116K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-2.26KClosed |
$188K - $246K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-5.85KClosed |
$487K - $636K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.85KClosed |
$238K - $310K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-10.1KClosed |
$842K - $1.1M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-33Closed |
$2.75K - $3.59K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-2.06KClosed |
$171K - $224K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$189K - $247K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.69KClosed |
$140K - $183K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-69- 71.13% |
$5.75K - $7.5K
|
28
$3.81K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$83.3K - $109K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-26.8KClosed |
$2.23M - $2.91M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.91KClosed |
$243K - $317K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-16.4KClosed |
$1.37M - $1.78M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.14KClosed |
$867K - $957K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.35KClosed |
$412K - $455K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-39.2KClosed |
$3.72M - $4.1M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-76Closed |
$7.21K - $7.95K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.24KNew |
$307K - $339K
|
3.24K
$441K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-12KClosed |
$1.14M - $1.26M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-100KClosed |
$9.48M - $10.5M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
20New |
$1.9K - $2.09K
|
20
$2.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-21.2KClosed |
$2.01M - $2.21M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-49.7K- 16.03% |
$4.71M - $5.2M
|
260K
$35.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.71KClosed |
$351K - $388K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-56Closed |
$5.31K - $5.86K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
CALL |
14K+ 21.21% |
$1.33M - $1.47M
|
80K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-178KClosed |
$16.9M - $18.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-306Closed |
$29K - $32K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-391KClosed |
$37M - $40.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-372KClosed |
$35.3M - $38.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-3.51KClosed |
$333K - $368K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
187K+ 16.71% |
$17.8M - $19.6M
|
1.31M
$178M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.66KNew |
$252K - $278K
|
2.66K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-215Closed |
$20.4K - $22.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-34Closed |
$3.22K - $3.56K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-659Closed |
$62.5K - $69K
|
0
$0
|
|