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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
170+ 3.49% |
$3.71K - $15.3K
|
5.04K
$710K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.6KClosed |
$34.9K - $144K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.31K+ 590.5% |
$28.5K - $118K
|
1.53K
$215K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26- 17.11% |
$568 - $2.34K
|
126
$17.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-224- 0.21% |
$4.89K - $20.2K
|
107K
$15.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-349- 11.08% |
$7.62K - $31.5K
|
2.8K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
45KNew |
$982K - $4.05M
|
45K
$6.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
629New |
$13.7K - $56.7K
|
629
$88.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.13% |
$109 - $451
|
3.94K
$555K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.18KNew |
$69.5K - $287K
|
3.18K
$448K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$32.8K - $135K
|
1.5K
$211K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
413+ 0.43% |
$9.02K - $37.2K
|
96.4K
$13.6M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-452- 12.96% |
$9.87K - $40.7K
|
3.04K
$428K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.15% |
$721 - $2.97K
|
2.9K
$409K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-28.3K- 84.73% |
$618K - $2.55M
|
5.1K
$719K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-517- 0.41% |
$11.3K - $46.6K
|
125K
$17.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.1K- 1.93% |
$351K - $1.45M
|
816K
$115M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.8KNew |
$388K - $1.6M
|
17.8K
$2.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 0.29% |
$306 - $1.26K
|
4.89K
$689K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-153- 0.65% |
$3.34K - $13.8K
|
23.5K
$3.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-890- 8.04% |
$19.4K - $80.2K
|
10.2K
$1.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 16.68% |
$67.4K - $278K
|
21.6K
$3.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
11.3KNew |
$247K - $1.02M
|
11.3K
$1.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-61- 67.03% |
$1.33K - $5.5K
|
30
$4.23K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$207K - $856K
|
9.5K
$1.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.62KNew |
$101K - $417K
|
4.62K
$651K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
2.21K+ 75.5% |
$48.3K - $199K
|
5.14K
$724K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
167New |
$3.65K - $15.1K
|
167
$23.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-269- 6.71% |
$5.87K - $24.3K
|
3.74K
$527K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.06K- 7.09% |
$44.9K - $185K
|
26.9K
$3.79M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-420- 3.22% |
$9.17K - $37.9K
|
12.6K
$1.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$218 - $902
|
10
$1.41K
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-2.93K- 27.52% |
$64K - $264K
|
7.72K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
5KNew |
$109K - $451K
|
5K
$705K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.97% |
$65.5 - $270
|
155
$21.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-332- 22.31% |
$7.25K - $29.9K
|
1.16K
$163K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$58.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.2K- 78.07% |
$331K - $1.37M
|
4.26K
$601K
|
|
| Q2 2022 | |||||||
|
Feb 20, 2025
Q2 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-7.08KClosed |
$516K - $641K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.12K- 44.72% |
$81.9K - $102K
|
1.39K
$196K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-40K- 57.14% |
$2.92M - $3.62M
|
30K
$4.23M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-92Closed |
$6.71K - $8.34K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-6.61KClosed |
$482K - $599K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7Closed |
$510 - $634
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
150KNew |
$10.9M - $13.6M
|
150K
$21.1M
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.84KClosed |
$134K - $167K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15Closed |
$1.09K - $1.36K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
PUT |
-20.3KClosed |
$1.48M - $1.84M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
804New |
$58.6K - $72.9K
|
804
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.16KClosed |
$84.4K - $105K
|
0
$0
|
|