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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.21K+ 26.92% |
$111K - $130K
|
5.71K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.18K+ 29.16% |
$108K - $126K
|
5.21K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.65% |
$108K - $125K
|
182K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.16K+ 1.51% |
$107K - $124K
|
78.1K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$105K - $122K
|
29.1K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 12.42% |
$104K - $121K
|
10.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.11K+ 30.23% |
$102K - $119K
|
4.8K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.11K+ 1.43% |
$102K - $119K
|
78.7K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.1K+ 14.47% |
$101K - $118K
|
8.7K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.09K+ 4.41% |
$100K - $116K
|
25.8K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 25.28% |
$99.5K - $116K
|
5.36K
$705K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 5.65% |
$98.1K - $114K
|
19.9K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 8.14% |
$97.9K - $114K
|
14.1K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.05K+ 39.12% |
$96.9K - $113K
|
3.74K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.05KNew |
$96.9K - $113K
|
1.05K
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$96.4K - $112K
|
1.05K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.03K+ 14.69% |
$94.8K - $110K
|
8.04K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 18.86% |
$94.8K - $110K
|
6.49K
$855K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.03K+ 7.84% |
$94.6K - $110K
|
14.1K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.03K+ 18.33% |
$94.4K - $110K
|
6.62K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.01K+ 3.02% |
$93.4K - $108K
|
34.6K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 21.93% |
$92.9K - $108K
|
5.61K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.01K+ 4.36% |
$92.5K - $107K
|
24K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$92.1K - $107K
|
1K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$92.1K - $107K
|
1K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
998+ 0.43% |
$91.9K - $107K
|
234K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
993+ 4.02% |
$91.4K - $106K
|
25.7K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
941+ 2.12% |
$86.6K - $101K
|
45.3K
$5.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
937+ 5.65% |
$86.3K - $100K
|
17.5K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
935+ 13.54% |
$86.1K - $100K
|
7.84K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
931+ 10.85% |
$85.7K - $99.6K
|
9.51K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
929+ 26.41% |
$85.5K - $99.4K
|
4.45K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
918+ 39.48% |
$84.5K - $98.2K
|
3.24K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
915+ 1.38% |
$84.2K - $97.9K
|
67K
$8.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
903+ 3.9% |
$83.1K - $96.6K
|
24K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
903+ 1.83% |
$83.1K - $96.6K
|
50.3K
$6.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
887+ 8.96% |
$81.7K - $94.9K
|
10.8K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
886+ 37.21% |
$81.6K - $94.8K
|
3.27K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
869+ 14.55% |
$80K - $92.9K
|
6.84K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
861+ 1.81% |
$79.3K - $92.1K
|
48.5K
$6.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
860+ 14.86% |
$79.2K - $92K
|
6.65K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
857+ 36.5% |
$78.9K - $91.7K
|
3.21K
$422K
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
845+ 1.94% |
$77.8K - $90.4K
|
44.4K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
845+ 0.69% |
$77.8K - $90.4K
|
123K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
823+ 11.62% |
$75.8K - $88K
|
7.91K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
822+ 28.11% |
$75.7K - $87.9K
|
3.75K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
815+ 1.58% |
$75K - $87.2K
|
52.3K
$6.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
805+ 1.82% |
$74.1K - $86.1K
|
45K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
794+ 16.06% |
$73.1K - $84.9K
|
5.74K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
785+ 5.78% |
$72.3K - $84K
|
14.4K
$1.89M
|