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 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
$849K
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
1New |
$46.6 - $51.1
|
1
$142
|
|
Q2 2018 | |||||||
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
CALL |
-100- 25.0% |
$4.72K - $5.52K
|
300
$42.5K
|
|
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
$16.8M
|
|
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
$42.5M
|
|
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
|
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
|
|
Jul 30, 2018
Q2 2018
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-246KClosed |
$11.6M - $13.6M
|
0
$0
|
|
Jul 20, 2018
Q2 2018
|
Jag Capital Management, LLC
|
SELL
|
- |
-299KClosed |
$14.1M - $16.5M
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
6KNew |
$311K - $353K
|
6K
$849K
|
|
May 15, 2018
Q1 2018
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-9.4KClosed |
$487K - $554K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-143KClosed |
$7.38M - $8.39M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-9.56KClosed |
$495K - $563K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
PUT |
-8.1KClosed |
$419K - $477K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-165Closed |
$8.55K - $9.72K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-36KClosed |
$1.87M - $2.12M
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-118Closed |
$6.11K - $6.95K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
30KNew |
$1.55M - $1.77M
|
30K
$4.25M
|
|
May 07, 2018
Q1 2018
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-156Closed |
$8.08K - $9.19K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Newfound Research LLC
|
SELL
|
- |
-24Closed |
$1.24K - $1.41K
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-29.4KClosed |
$1.52M - $1.73M
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
Tilden Park Management I LLC
New York, NY |
SELL
|
PUT |
-500KClosed |
$25.9M - $29.5M
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1KClosed |
$51.8K - $58.9K
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-4.04KClosed |
$209K - $238K
|
0
$0
|
|
Apr 20, 2018
Q1 2018
|
Pelham Global Financials LTD
London, X0 |
SELL
|
- |
-170KClosed |
$8.8M - $10M
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-431Closed |
$22.3K - $25.4K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
PUT |
700+ 46.67% |
$33.7K - $37.7K
|
2.2K
$311K
|
|
Feb 13, 2018
Q4 2017
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-420Closed |
$20.2K - $22.6K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-54KClosed |
$2.6M - $2.91M
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-920KClosed |
$44.2M - $49.5M
|
0
$0
|