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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-145KClosed |
$11.2M - $13.6M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-745Closed |
$57.6K - $70K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-18.3KClosed |
$1.41M - $1.72M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-500Closed |
$38.6K - $47K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-79.1KClosed |
$6.12M - $7.44M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-874Closed |
$67.6K - $82.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Kirkoswald Asset Management LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$915K - $1.11M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100Closed |
$7.73K - $9.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-2.86KClosed |
$221K - $269K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-207Closed |
$16K - $19.4K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.5KClosed |
$891K - $1.08M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-11.5KClosed |
$891K - $1.08M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-1.78K- 39.66% |
$137K - $167K
|
2.7K
$345K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
625New |
$48.3K - $58.7K
|
625
$79.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Security Asset Management
|
SELL
|
- |
-3.53KClosed |
$273K - $332K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-6.39KClosed |
$494K - $600K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.58K - $11.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-469Closed |
$36.2K - $44.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.96KNew |
$461K - $560K
|
5.96K
$760K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.42K- 16.46% |
$109K - $133K
|
7.18K
$916K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.24KClosed |
$95.8K - $116K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$383K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$72.3K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$72.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$76.6K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.84KClosed |
$374K - $454K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.23KNew |
$217K - $273K
|
3.23K
$412K
|
|
|
Jul 16, 2021
Q1 2021
|
Soviero Asset Management, LP
New York, NY |
SELL
|
- |
-170KClosed |
$11.4M - $14.3M
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-23Closed |
$1.54K - $1.94K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1074.22% |
$92.2K - $116K
|
1.5K
$192K
|
|
|
May 17, 2021
Q1 2021
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-8.28MClosed |
$555M - $699M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.67KClosed |
$447K - $563K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Bronson Point Management LLC
Fairfield, CT |
SELL
|
- |
-200KClosed |
$13.4M - $16.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Owl Creek Asset Management, L.P.
New York, NY |
SELL
|
- |
-1.18MClosed |
$79.4M - $99.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Owl Creek Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-576KClosed |
$38.6M - $48.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-450Closed |
$30.2K - $38K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-17KClosed |
$1.14M - $1.44M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Sycomore Asset Management
|
SELL
|
- |
-56.6KClosed |
$3.8M - $4.77M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
PUT |
-175KClosed |
$11.7M - $14.8M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Family Management Corp
New York, NY |
SELL
|
CALL |
-10KClosed |
$671K - $843K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-500Closed |
$33.5K - $42.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-99.7KClosed |
$6.68M - $8.41M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-197KClosed |
$13.2M - $16.6M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ramius Advisors LLC
New York, NY |
SELL
|
PUT |
-67.4KClosed |
$4.52M - $5.68M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cohanzick Management, LLC
Pleasantville, NY |
SELL
|
- |
-2KClosed |
$134K - $169K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Berry Street Capital Management LLP
London, X0 |
SELL
|
- |
-58.4KClosed |
$3.91M - $4.92M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$240K - $302K
|
3.58K
$456K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$128K
|
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.32KClosed |
$222K - $280K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-16.6KClosed |
$1.11M - $1.4M
|
0
$0
|
|