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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$423K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$79.9K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$79.9K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$84.7K
|
|
|
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
$456K
|
|
|
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
$212K
|
|
|
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
$504K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$141K
|
|
|
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
|
|
|
May 12, 2021
Q1 2021
|
Weil Company, Inc.
|
SELL
|
- |
-5.47KClosed |
$367K - $461K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167New |
$11.2K - $14.1K
|
167
$23.5K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.3KClosed |
$87.2K - $110K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.94KClosed |
$197K - $248K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-25KClosed |
$1.68M - $2.11M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-32Closed |
$2.15K - $2.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-137Closed |
$9.19K - $11.6K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3.36KClosed |
$225K - $283K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-11KClosed |
$738K - $928K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-64Closed |
$4.29K - $5.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-19Closed |
$1.27K - $1.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-12.5KClosed |
$838K - $1.05M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.85KClosed |
$459K - $578K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
12.9K+ 12900.0% |
$865K - $1.09M
|
13K
$1.83M
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-5KClosed |
$335K - $422K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$1.01K - $1.27K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$419K - $527K
|
6.24K
$880K
|
|
|
Apr 23, 2021
Q1 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.72KNew |
$182K - $229K
|
2.72K
$383K
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$8.52K - $10.7K
|
127
$17.9K
|
|
|
Apr 20, 2021
Q1 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4KClosed |
$268K - $337K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.57KClosed |
$105K - $132K
|
0
$0
|
|