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 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$192K - $242K
|
1.72K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 1.11% |
$190K - $240K
|
155K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.61K+ 255.98% |
$179K - $226K
|
2.23K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6K+ 106.67% |
$179K - $226K
|
3.1K
$439K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.59KNew |
$178K - $225K
|
1.59K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.57K+ 19.14% |
$175K - $221K
|
9.76K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 25.08% |
$175K - $221K
|
7.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 11.83% |
$174K - $220K
|
14.7K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.53KNew |
$171K - $216K
|
1.53K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 23.06% |
$170K - $215K
|
8.13K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.52K+ 60.82% |
$170K - $214K
|
4.02K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.73% |
$169K - $214K
|
42.2K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.51K+ 12.67% |
$168K - $212K
|
13.4K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.87% |
$165K - $208K
|
10.8K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.47K+ 19.03% |
$164K - $207K
|
9.19K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.44K+ 5.15% |
$161K - $203K
|
29.4K
$4.16M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.44KNew |
$161K - $203K
|
1.44K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.43K+ 0.66% |
$160K - $202K
|
219K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.42K+ 26.27% |
$159K - $201K
|
6.83K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.41K+ 49.15% |
$157K - $199K
|
4.28K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.4K+ 2.66% |
$157K - $198K
|
54.3K
$7.68M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.4K+ 5.88% |
$157K - $198K
|
25.3K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.39K+ 41.65% |
$155K - $196K
|
4.73K
$670K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 6.36% |
$154K - $195K
|
23.1K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.36K+ 0.99% |
$152K - $192K
|
139K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 71.45% |
$151K - $190K
|
3.24K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.35K+ 9.08% |
$150K - $190K
|
16.2K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.33K+ 12.57% |
$149K - $188K
|
11.9K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 4.98% |
$145K - $183K
|
27.4K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.29K+ 51.01% |
$144K - $182K
|
3.83K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.28K+ 30.53% |
$143K - $181K
|
5.49K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.28K+ 18.58% |
$143K - $181K
|
8.17K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.28K+ 10.58% |
$143K - $180K
|
13.3K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 3.44% |
$141K - $178K
|
38K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.26K+ 5.15% |
$141K - $178K
|
25.7K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.26K+ 33.41% |
$141K - $178K
|
5.03K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.26K+ 19.01% |
$140K - $177K
|
7.86K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.24K+ 0.84% |
$139K - $175K
|
149K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.23K+ 1.4% |
$138K - $174K
|
89.6K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.23K+ 219.11% |
$137K - $173K
|
1.79K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.21K+ 17.63% |
$135K - $171K
|
8.09K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.21K+ 351.45% |
$135K - $171K
|
1.55K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.21K+ 38.65% |
$135K - $170K
|
4.33K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.2K+ 4.36% |
$134K - $169K
|
28.6K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.2% |
$133K - $168K
|
101K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 4.59% |
$127K - $160K
|
25.8K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.13K+ 13.2% |
$126K - $159K
|
9.68K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 24.43% |
$125K - $158K
|
5.7K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 4.02% |
$125K - $157K
|
28.9K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.11K+ 5.35% |
$124K - $157K
|
21.9K
$3.1M
|