Latest Institutional Purchases of Morgan Stanley (MS)
This list provides information on the latest institutional transactions involving Morgan Stanley (MS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
714KNew |
$74.6M - $96.4M
|
714K
$97.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
342K+ 78.23% |
$35.7M - $46.2M
|
779K
$106M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
285K+ 6665.8% |
$29.8M - $38.5M
|
290K
$39.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
165K+ 35.92% |
$17.2M - $22.3M
|
625K
$85M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
93.5KNew |
$9.76M - $12.6M
|
93.5K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
47.5K+ 143.01% |
$4.96M - $6.42M
|
80.8K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
45.2K+ 8.29% |
$4.72M - $6.1M
|
590K
$80.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39.6K+ 42.61% |
$4.13M - $5.34M
|
133K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
39.2KNew |
$4.1M - $5.3M
|
39.2K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
35.4KNew |
$3.69M - $4.77M
|
35.4K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
34.8KNew |
$3.64M - $4.7M
|
34.8K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.9KNew |
$3.54M - $4.57M
|
33.9K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
33.3K+ 15.76% |
$3.48M - $4.5M
|
245K
$33.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26.2K+ 48.99% |
$2.73M - $3.53M
|
79.6K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
26.1K+ 1025.79% |
$2.72M - $3.52M
|
28.6K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
25.5K+ 1181.95% |
$2.66M - $3.44M
|
27.6K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
24.6K+ 20.84% |
$2.56M - $3.31M
|
142K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.3K+ 8.04% |
$2.43M - $3.15M
|
313K
$42.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 70.55% |
$2.02M - $2.62M
|
46.9K
$6.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 119.64% |
$1.86M - $2.4M
|
32.6K
$4.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
16.2KNew |
$1.69M - $2.19M
|
16.2K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.4K+ 92.4% |
$1.61M - $2.08M
|
32.1K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.2K+ 5.99% |
$1.59M - $2.05M
|
269K
$36.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.66M
|
12.3K
$1.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$1.24M - $1.61M
|
11.9K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 17.21% |
$1.1M - $1.43M
|
71.9K
$9.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.88KNew |
$1.03M - $1.33M
|
9.88K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.5KNew |
$992K - $1.28M
|
9.5K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.16K+ 117.2% |
$956K - $1.24M
|
17K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.38K+ 31.87% |
$875K - $1.13M
|
34.7K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.49K+ 165.2% |
$782K - $1.01M
|
12K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.1KNew |
$741K - $958K
|
7.1K
$965K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 78.0% |
$648K - $837K
|
14.2K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.78K+ 34.74% |
$604K - $780K
|
22.4K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 2.33% |
$568K - $734K
|
239K
$32.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37K+ 22.43% |
$561K - $725K
|
29.3K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.78KNew |
$499K - $646K
|
4.78K
$650K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.64K+ 178.99% |
$485K - $627K
|
7.24K
$984K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.15KNew |
$433K - $560K
|
4.15K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.96K+ 152.33% |
$414K - $535K
|
6.56K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.74K+ 4.0% |
$390K - $504K
|
97K
$13.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 0.37% |
$373K - $482K
|
977K
$133M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.22KNew |
$336K - $434K
|
3.22K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.16K+ 35.48% |
$330K - $427K
|
12.1K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.14K+ 227.17% |
$327K - $423K
|
4.52K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.98K+ 11.54% |
$311K - $402K
|
28.8K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.95KNew |
$308K - $399K
|
2.95K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.78K+ 18.84% |
$291K - $376K
|
17.6K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.64KNew |
$275K - $356K
|
2.64K
$358K
|