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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2019
Q4 2018
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.58KClosed |
$170K - $217K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-236KClosed |
$8.73M - $11.1M
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-20.8KClosed |
$768K - $981K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
400New |
$14.8K - $18.9K
|
400
$56.3K
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-940Closed |
$34.8K - $44.4K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-6KClosed |
$222K - $284K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Garnet Equity Capital Holdings, Inc.
|
SELL
|
- |
-50KClosed |
$1.85M - $2.36M
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-175KClosed |
$6.48M - $8.27M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-306Closed |
$11.3K - $14.5K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-78.2KClosed |
$2.9M - $3.7M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
504New |
$23.5K - $25.7K
|
504
$70.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Ae Wealth Management LLC
|
BUY
|
CALL |
600New |
$27.9K - $30.6K
|
600
$84.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-24.9KClosed |
$1.16M - $1.27M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-6.33KClosed |
$295K - $323K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
450KNew |
$21M - $23M
|
450K
$63.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Ns Partners LTD
|
SELL
|
- |
-239KClosed |
$11.1M - $12.2M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
6K+ 6.0% |
$279K - $306K
|
106K
$14.9M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.51KClosed |
$117K - $128K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-20.9KClosed |
$972K - $1.07M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-2.63MClosed |
$122M - $134M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Granite Point Capital Management, L.P.
|
SELL
|
CALL |
-500KClosed |
$23.3M - $25.5M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-32.1KClosed |
$1.49M - $1.64M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-30.5KClosed |
$1.42M - $1.56M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-35Closed |
$1.63K - $1.79K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-84Closed |
$3.91K - $4.29K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1KClosed |
$46.6K - $51.1K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Chubb LTD
|
SELL
|
- |
-490KClosed |
$22.8M - $25M
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Reinhart Partners, Inc.
|
SELL
|
- |
-8.5KClosed |
$396K - $434K
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Mai Capital Management
|
BUY
|
PUT |
3K+ 100.0% |
$140K - $153K
|
6K
$844K
|
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
1New |
$46.6 - $51.1
|
1
$141
|
|
| Q2 2018 | |||||||
|
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
CALL |
-100- 25.0% |
$4.72K - $5.52K
|
300
$42.2K
|
|
|
Mar 04, 2019
Q2 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6KClosed |
$283K - $331K
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-128Closed |
$6.04K - $7.07K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-3.9KClosed |
$184K - $215K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-858Closed |
$40.5K - $47.4K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$165K - $193K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-32.5KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
CALL |
3K+ 2.59% |
$142K - $166K
|
119K
$16.7M
|
|
|
Aug 14, 2018
Q2 2018
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-32.3KClosed |
$1.52M - $1.78M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-50KClosed |
$2.36M - $2.76M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.82KClosed |
$85.9K - $101K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-16.1KClosed |
$759K - $888K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
CALL |
300KNew |
$14.2M - $16.6M
|
300K
$42.2M
|
|
|
Aug 10, 2018
Q2 2018
|
Bandera Partners LLC
New York, NY |
SELL
|
- |
-28KClosed |
$1.32M - $1.55M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
22 Nw, LP
Seattle, WA |
SELL
|
- |
-32.3KClosed |
$1.52M - $1.78M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-118Closed |
$5.57K - $6.52K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.63KClosed |
$407K - $476K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Cadinha & CO LLC
|
SELL
|
- |
-4.2KClosed |
$198K - $232K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.9KClosed |
$1.08M - $1.27M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sather Financial Group Inc
|
SELL
|
- |
-4KClosed |
$189K - $221K
|
0
$0
|
|