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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 19.8% |
$246K - $311K
|
13.3K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.19KNew |
$244K - $309K
|
2.19K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.17KNew |
$242K - $306K
|
2.17K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.16K+ 0.68% |
$242K - $305K
|
319K
$45.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.16KNew |
$241K - $305K
|
2.16K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 7.88% |
$241K - $304K
|
29.5K
$4.18M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.13K+ 176.62% |
$238K - $301K
|
3.34K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.12K+ 87.6% |
$237K - $299K
|
4.54K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$230K - $291K
|
2.06K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.04K+ 30.16% |
$228K - $288K
|
8.81K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.04KNew |
$227K - $287K
|
2.04K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.04K+ 85.76% |
$227K - $287K
|
4.41K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$227K - $286K
|
2.03K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.02K+ 20.07% |
$226K - $285K
|
12.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.02K+ 34.76% |
$226K - $285K
|
7.83K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.01KNew |
$225K - $284K
|
2.01K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.01K+ 5.42% |
$225K - $284K
|
39.2K
$5.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2K+ 48.6% |
$223K - $282K
|
6.12K
$866K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2K+ 33.33% |
$223K - $282K
|
8K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2KNew |
$223K - $282K
|
2K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2K+ 0.38% |
$223K - $281K
|
525K
$74.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99K+ 3.62% |
$223K - $281K
|
57K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.98K+ 4.97% |
$221K - $279K
|
41.8K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.97K+ 22.31% |
$220K - $278K
|
10.8K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.96K+ 0.8% |
$219K - $276K
|
247K
$34.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.96KNew |
$218K - $276K
|
1.96K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 5.15% |
$215K - $272K
|
39.3K
$5.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.91K+ 2.58% |
$213K - $269K
|
75.9K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.89KNew |
$211K - $266K
|
1.89K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 4.16% |
$210K - $266K
|
47.1K
$6.67M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.87K+ 28.35% |
$209K - $264K
|
8.48K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.87K+ 601.29% |
$209K - $264K
|
2.18K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.86K+ 27.9% |
$208K - $263K
|
8.53K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 96.07% |
$207K - $262K
|
3.79K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 8.96% |
$206K - $260K
|
22.5K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.84K+ 4.08% |
$206K - $260K
|
47K
$6.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83K+ 3.52% |
$204K - $258K
|
53.8K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.83K+ 8.1% |
$204K - $258K
|
24.4K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.81KNew |
$202K - $256K
|
1.81K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.81KNew |
$202K - $255K
|
1.81K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$202K - $255K
|
1.81K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 78.26% |
$201K - $254K
|
4.1K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 76.43% |
$196K - $247K
|
4.05K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.74K+ 13.06% |
$195K - $246K
|
15.1K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$246K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.73K+ 64.66% |
$193K - $244K
|
4.4K
$623K
|