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 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-156- 2.11% |
$16.3K - $21.1K
|
7.22K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
70+ 2.48% |
$7.31K - $9.45K
|
2.9K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.27KNew |
$237K - $307K
|
2.27K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.07K+ 10.93% |
$843K - $1.09M
|
81.9K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.53MNew |
$160M - $207M
|
1.53M
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.71K- 46.35% |
$1.01M - $1.31M
|
11.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
393+ 18.28% |
$41K - $53.1K
|
2.54K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-51- 0.31% |
$5.33K - $6.88K
|
16.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.39K- 13.08% |
$249K - $322K
|
15.9K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.1KNew |
$1.05M - $1.36M
|
10.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.73% |
$104 - $135
|
138
$16.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
197K+ 116.29% |
$20.6M - $26.6M
|
367K
$44.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 4.29% |
$65.4K - $84.5K
|
14K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.85K- 4.77% |
$297K - $385K
|
56.9K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.36K+ 20.54% |
$142K - $183K
|
7.97K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 2.94% |
$142K - $184K
|
45K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 8.66% |
$150K - $194K
|
18K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-237- 1.46% |
$24.7K - $32K
|
15.9K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 75.44% |
$550K - $711K
|
12.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.13% |
$418 - $540
|
3.04K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-121K- 32.89% |
$12.6M - $16.3M
|
246K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
70+ 2.78% |
$7.31K - $9.45K
|
2.59K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.14K+ 2327.41% |
$328K - $424K
|
3.28K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.45KNew |
$673K - $870K
|
6.45K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.26K- 1.41% |
$340K - $440K
|
229K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
33.7K+ 24.87% |
$3.52M - $4.56M
|
169K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-33K- 0.11% |
$3.45M - $4.46M
|
30M
$3.6B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
27K+ 0.48% |
$2.81M - $3.64M
|
5.66M
$679M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
916+ 3.38% |
$95.6K - $124K
|
28K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.63K+ 8.86% |
$379K - $490K
|
44.6K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
6.74M+ 44.81% |
$704M - $910M
|
21.8M
$2.62B
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.02% |
$157K - $202K
|
35.9K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.02% |
$209 - $270
|
12.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-10- 0.13% |
$1.04K - $1.35K
|
7.78K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
361+ 5.49% |
$37.7K - $48.7K
|
6.94K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.77KNew |
$184K - $238K
|
1.77K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.65K+ 195.7% |
$799K - $1.03M
|
11.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$131K - $170K
|
1.26K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
26.6KNew |
$2.78M - $3.59M
|
26.6K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.83K- 14.49% |
$713K - $921K
|
40.3K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.2KNew |
$647K - $837K
|
6.2K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13KNew |
$1.36M - $1.76M
|
13K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3.67KNew |
$383K - $495K
|
3.67K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.9K- 6.74% |
$1.14M - $1.47M
|
151K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-909- 5.29% |
$94.9K - $123K
|
16.3K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.14K+ 80.38% |
$328K - $424K
|
7.05K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-3.25K- 60.8% |
$339K - $439K
|
2.1K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.39K+ 1.35% |
$459K - $593K
|
330K
$39.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.63KNew |
$170K - $220K
|
1.63K
$196K
|