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 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-299- 18.06% |
$11.7K - $13.7K
|
1.36K
$185K
|
|
|
Nov 12, 2019
Q3 2019
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
CALL |
-200KClosed |
$7.82M - $9.15M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-6KClosed |
$235K - $274K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-25.9KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Community Capital Management, LLC
|
SELL
|
- |
-6.17KClosed |
$241K - $282K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.74KClosed |
$67.9K - $79.4K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-56.1KClosed |
$2.19M - $2.57M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
3+ 0.84% |
$117 - $137
|
361
$49.1K
|
|
|
Oct 25, 2019
Q3 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-96Closed |
$3.75K - $4.39K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
88.9KNew |
$3.62M - $4.31M
|
88.9K
$12.1M
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-500Closed |
$20.3K - $24.2K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-7.1KClosed |
$289K - $344K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
250KNew |
$10.2M - $12.1M
|
250K
$34M
|
|
|
Aug 13, 2019
Q2 2019
|
Rmb Capital Management, LLC
|
BUY
|
PUT |
149K+ 59.36% |
$6.06M - $7.22M
|
400K
$54.4M
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-240Closed |
$9.77K - $11.6K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-49KClosed |
$1.99M - $2.37M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Fosun International LTD
|
SELL
|
- |
-5.48KClosed |
$223K - $265K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-18.6KClosed |
$756K - $900K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-336Closed |
$13.7K - $16.3K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$20.3K - $24.2K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6.09KClosed |
$248K - $295K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.78KClosed |
$235K - $280K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-627KClosed |
$25.5M - $30.4M
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-1.41KClosed |
$57.5K - $68.5K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Harvey Capital Management Inc
|
SELL
|
- |
-93.5KClosed |
$3.81M - $4.53M
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-350Closed |
$14.2K - $17K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-67- 1.24% |
$2.66K - $2.98K
|
5.34K
$726K
|
|
|
May 23, 2019
Q1 2019
|
Muhlenkamp & CO Inc
|
BUY
|
- |
10.8KNew |
$429K - $481K
|
10.8K
$1.47M
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-216Closed |
$8.57K - $9.61K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4Closed |
$159 - $178
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
248New |
$9.84K - $11K
|
248
$33.7K
|
|
|
May 15, 2019
Q1 2019
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-571KClosed |
$22.6M - $25.4M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Samlyn Capital, LLC
New York, NY |
SELL
|
CALL |
-1.51MClosed |
$60M - $67.3M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1KClosed |
$39.7K - $44.5K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-7.1KClosed |
$282K - $316K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-25.5KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-425Closed |
$16.9K - $18.9K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
CALL |
-800Closed |
$31.7K - $35.6K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-43Closed |
$1.71K - $1.91K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
American Money Management, LLC
|
SELL
|
- |
-7.67KClosed |
$304K - $341K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Redwood Investments, LLC
|
SELL
|
- |
-188KClosed |
$7.47M - $8.37M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9.76KClosed |
$387K - $434K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-60Closed |
$2.38K - $2.67K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
26New |
$1.03K - $1.16K
|
26
$3.54K
|
|
|
May 02, 2019
Q1 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-380Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-49.2KClosed |
$1.95M - $2.19M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$7.4K - $9.45K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-54.5KClosed |
$2.02M - $2.58M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-272KClosed |
$10.1M - $12.8M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-86.2KClosed |
$3.19M - $4.07M
|
0
$0
|
|