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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-32.9KClosed |
$916K - $1.89M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4KClosed |
$111K - $230K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-435Closed |
$12.1K - $25K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-293Closed |
$8.15K - $16.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.74KClosed |
$215K - $445K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-4.3KClosed |
$120K - $247K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Mitsubishi Ufj Financial Group Inc
|
SELL
|
- |
-5.47M- 1.43% |
$152M - $315M
|
377M
$51.3B
|
|
|
May 08, 2020
Q1 2020
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-100KClosed |
$2.78M - $5.75M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.61KClosed |
$128K - $265K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-62Closed |
$1.72K - $3.57K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Jennison Associates LLC
|
SELL
|
- |
-136KClosed |
$3.79M - $7.84M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Ar Asset Management Inc
|
BUY
|
- |
11.4KNew |
$317K - $656K
|
11.4K
$1.55M
|
|
|
May 06, 2020
Q1 2020
|
Compton Capital Management Inc
|
SELL
|
- |
-43.9KClosed |
$1.22M - $2.52M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-6.57KClosed |
$183K - $378K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Salzhauer Michael
|
BUY
|
CALL |
6.4K+ 12.85% |
$178K - $368K
|
56.2K
$7.64M
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-619Closed |
$17.2K - $35.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-23.2KClosed |
$644K - $1.33M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-459Closed |
$12.8K - $26.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
500New |
$13.9K - $28.8K
|
500
$68K
|
|
|
Apr 22, 2020
Q1 2020
|
Sicart Associates LLC
|
SELL
|
- |
-6.1KClosed |
$170K - $351K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$376K - $778K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
79New |
$2.2K - $4.54K
|
79
$10.7K
|
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$345K - $714K
|
12.4K
$1.69M
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-50Closed |
$1.39K - $2.88K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.58KClosed |
$155K - $321K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-12.5KClosed |
$498K - $639K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11KClosed |
$438K - $562K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-100KClosed |
$3.98M - $5.11M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-500KClosed |
$19.9M - $25.6M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Voss Capital, LLC
Houston, TX |
BUY
|
CALL |
20KNew |
$796K - $1.02M
|
20K
$2.72M
|
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-25- 1.66% |
$996 - $1.28K
|
1.48K
$201K
|
|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-953- 6.59% |
$37.9K - $48.7K
|
13.5K
$1.84M
|
|
|
Feb 13, 2020
Q4 2019
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-23.5KClosed |
$934K - $1.2M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-93Closed |
$3.7K - $4.75K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$11.9K - $15.3K
|
300
$40.8K
|
|
|
Feb 11, 2020
Q4 2019
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-38KClosed |
$1.51M - $1.94M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-38Closed |
$1.51K - $1.94K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-142KClosed |
$5.65M - $7.26M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.26KClosed |
$249K - $320K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-15Closed |
$597 - $767
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Red Cedar Capital, LLC
|
SELL
|
- |
-500- 12.5% |
$19.9K - $25.6K
|
3.5K
$476K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-99Closed |
$3.94K - $5.06K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-231Closed |
$9.2K - $11.8K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
BUY
|
CALL |
50New |
$1.99K - $2.56K
|
50
$6.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-16.8KClosed |
$657K - $768K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-6.53KClosed |
$255K - $299K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Emory University
Atlanta, GA |
SELL
|
- |
-43.3KClosed |
$1.69M - $1.98M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
17.9KNew |
$701K - $820K
|
17.9K
$2.44M
|
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-134Closed |
$5.24K - $6.13K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-49Closed |
$1.92K - $2.24K
|
0
$0
|
|