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 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
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$42.5K
|
|
|
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
$1.42M
|
|
| 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
$2.91M
|
|
|
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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
18.7KNew |
$1.64M - $1.97M
|
18.7K
$2.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
53.6KNew |
$4.7M - $5.65M
|
53.6K
$7.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-750KClosed |
$65.7M - $79.1M
|
0
$0
|
|
|
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
$2.45M
|
|
|
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
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
416KNew |
$36.5M - $43.9M
|
416K
$58.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$17.5K - $21.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44Closed |
$3.86K - $4.64K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$7.93K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
CALL |
500New |
$43.8K - $52.7K
|
500
$70.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-82.1KClosed |
$7.19M - $8.65M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-589- 11.07% |
$51.6K - $62.1K
|
4.73K
$670K
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-10.1KClosed |
$888K - $1.07M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-500Closed |
$43.8K - $52.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
28.6KNew |
$2.51M - $3.02M
|
28.6K
$4.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.47KClosed |
$479K - $577K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
613New |
$53.7K - $64.6K
|
613
$86.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.35KClosed |
$294K - $353K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$8.76M - $10.5M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-179Closed |
$15.7K - $18.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-660Closed |
$51K - $62K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-43KClosed |
$3.33M - $4.04M
|
0
$0
|
|