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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.54K+ 1.05% |
$395K - $499K
|
340K
$48.1M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.51K+ 2.48% |
$391K - $494K
|
145K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.48KNew |
$389K - $491K
|
3.48K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 45.66% |
$381K - $482K
|
10.9K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.38KNew |
$377K - $476K
|
3.38K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.36K+ 5.91% |
$376K - $475K
|
60.3K
$8.53M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.36K+ 78.35% |
$375K - $473K
|
7.64K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.18K+ 0.14% |
$355K - $449K
|
2.25M
$319M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.13K+ 48.72% |
$350K - $442K
|
9.57K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.13K+ 117.74% |
$350K - $442K
|
5.79K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.13KNew |
$350K - $442K
|
3.13K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.1KNew |
$346K - $437K
|
3.1K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.1K+ 9.45% |
$346K - $437K
|
35.9K
$5.08M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.09K+ 6.73% |
$345K - $436K
|
49K
$6.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 125.76% |
$345K - $436K
|
5.55K
$785K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.06K+ 1.34% |
$342K - $432K
|
231K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.05KNew |
$341K - $430K
|
3.05K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.05K+ 35.25% |
$340K - $430K
|
11.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
3KNew |
$335K - $423K
|
3K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 10.0% |
$335K - $423K
|
33K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
3K+ 0.51% |
$335K - $423K
|
586K
$83M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.99K+ 17.2% |
$334K - $422K
|
20.4K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.96K+ 22.72% |
$331K - $418K
|
16K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95KNew |
$329K - $416K
|
2.95K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 50.76% |
$329K - $415K
|
8.75K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.92K+ 36.37% |
$326K - $412K
|
11K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.92K+ 51.81% |
$326K - $412K
|
8.55K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.9K+ 156.78% |
$324K - $409K
|
4.75K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 57.92% |
$324K - $409K
|
7.91K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.85KNew |
$318K - $402K
|
2.85K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.82K+ 25.25% |
$315K - $398K
|
14K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.8KNew |
$313K - $395K
|
2.8K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.79KNew |
$311K - $393K
|
2.79K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 2.36% |
$304K - $385K
|
118K
$16.7M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$302K - $381K
|
2.7K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.69K+ 1.15% |
$300K - $379K
|
237K
$33.6M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 19.46% |
$300K - $379K
|
16.5K
$2.34M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.66K+ 30.61% |
$297K - $375K
|
11.4K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.61K+ 16.72% |
$292K - $369K
|
18.2K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 8.69% |
$289K - $366K
|
32.4K
$4.59M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.58K+ 3.34% |
$288K - $364K
|
79.7K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$287K - $363K
|
2.57K
$364K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
2.5K+ 125.0% |
$279K - $353K
|
4.5K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.46KNew |
$275K - $347K
|
2.46K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$261K - $330K
|
2.34K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.3K+ 13.26% |
$257K - $324K
|
19.6K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 3.17% |
$256K - $324K
|
74.6K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.29KNew |
$256K - $324K
|
2.29K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.24K+ 24.73% |
$250K - $316K
|
11.3K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.21K+ 11.0% |
$247K - $312K
|
22.3K
$3.16M
|