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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-386Closed |
$36.6K - $40.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$190 - $209
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-11.1KClosed |
$1.05M - $1.16M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-176Closed |
$16.7K - $18.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
282New |
$26.7K - $29.5K
|
282
$38.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.31KClosed |
$314K - $347K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-92.8KClosed |
$8.8M - $9.71M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.07KClosed |
$197K - $217K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.7KClosed |
$351K - $387K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-209- 1.86% |
$19.8K - $21.9K
|
11K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-487KClosed |
$46.2M - $51M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-105Closed |
$9.96K - $11K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$343K - $379K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-43Closed |
$4.08K - $4.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Artemis Investment Management LLP
|
SELL
|
- |
-150KClosed |
$14.2M - $15.6M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
SELL
|
- |
-6.1KClosed |
$579K - $639K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.19KClosed |
$208K - $230K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
7.36KNew |
$697K - $770K
|
7.36K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$40.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.8KClosed |
$266K - $293K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-693Closed |
$65.7K - $72.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-128Closed |
$12.1K - $13.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$115K - $127K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.59KClosed |
$530K - $585K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.84KClosed |
$649K - $716K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.9KClosed |
$275K - $304K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-23.6KClosed |
$2.24M - $2.47M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-2.16KClosed |
$205K - $226K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Greenhaven Associates Inc
|
SELL
|
- |
-257K- 96.26% |
$24.4M - $26.9M
|
10K
$1.36M
|
|
| Q3 2021 | |||||||
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.5KClosed |
$1.1M - $1.32M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
154+ 0.76% |
$13.5K - $16.2K
|
20.5K
$2.79M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.03KClosed |
$353K - $425K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-10.2KClosed |
$893K - $1.07M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-16.3KClosed |
$1.43M - $1.72M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.35KClosed |
$206K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-36Closed |
$3.16K - $3.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.38% |
$17.5K - $21.1K
|
14.7K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
18.7KNew |
$1.64M - $1.97M
|
18.7K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$8.76M - $10.5M
|
100K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
53.6KNew |
$4.7M - $5.65M
|
53.6K
$7.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-750KClosed |
$65.7M - $79.1M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
631New |
$55.3K - $66.5K
|
631
$85.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-179KClosed |
$15.6M - $18.8M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-30KClosed |
$2.63M - $3.16M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$1.52M - $1.83M
|
17.3K
$2.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2KClosed |
$979K - $1.18M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.14KClosed |
$538K - $648K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.2KClosed |
$280K - $337K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-168Closed |
$14.7K - $17.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-22.5KClosed |
$1.97M - $2.37M
|
0
$0
|
|