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
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 4.7% |
$122K - $154K
|
24.3K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.09K+ 15.5% |
$121K - $153K
|
8.09K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.07K+ 1.32% |
$119K - $151K
|
81.9K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 24.1% |
$118K - $150K
|
5.46K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.05K+ 0.36% |
$117K - $148K
|
289K
$40.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 3.72% |
$116K - $147K
|
29.1K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.03K+ 8.26% |
$115K - $146K
|
13.6K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.03K+ 12.61% |
$115K - $146K
|
9.21K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.02K+ 3.46% |
$113K - $143K
|
30.3K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.01K+ 8.36% |
$113K - $142K
|
13.1K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 8.66% |
$113K - $142K
|
12.7K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1K+ 53.7% |
$112K - $141K
|
2.87K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1KNew |
$112K - $141K
|
1K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
994+ 2.77% |
$111K - $140K
|
36.9K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
985+ 31.01% |
$110K - $139K
|
4.16K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
982+ 5.86% |
$110K - $139K
|
17.7K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
978+ 1.54% |
$109K - $138K
|
64.6K
$9.14M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
976+ 2.61% |
$109K - $138K
|
38.4K
$5.43M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
971+ 7.9% |
$108K - $137K
|
13.3K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
965+ 7.16% |
$108K - $136K
|
14.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
953+ 11.72% |
$106K - $134K
|
9.08K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
939+ 7.89% |
$105K - $132K
|
12.8K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
924+ 14.9% |
$103K - $130K
|
7.12K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$101K - $127K
|
903
$128K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
897+ 3.99% |
$100K - $127K
|
23.4K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
894+ 40.64% |
$99.8K - $126K
|
3.09K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
891+ 13.58% |
$99.5K - $126K
|
7.45K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
860+ 1.79% |
$96K - $121K
|
48.8K
$6.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
852+ 2.96% |
$95.2K - $120K
|
29.6K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
847+ 3.44% |
$94.6K - $119K
|
25.5K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
846+ 32.73% |
$94.5K - $119K
|
3.43K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
826+ 12.52% |
$92.2K - $117K
|
7.42K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
825+ 15.91% |
$92.1K - $116K
|
6.01K
$851K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
824+ 450.27% |
$92K - $116K
|
1.01K
$143K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
821+ 34.38% |
$91.7K - $116K
|
3.21K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
814+ 4.26% |
$90.9K - $115K
|
19.9K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 17.86% |
$90.6K - $114K
|
5.35K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
804+ 7.1% |
$89.8K - $113K
|
12.1K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
803+ 2676.67% |
$89.7K - $113K
|
833
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 13.56% |
$89.3K - $113K
|
6.7K
$948K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
800+ 2.37% |
$89.3K - $113K
|
34.6K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
788+ 4.39% |
$88K - $111K
|
18.7K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
785+ 10.88% |
$87.7K - $111K
|
8K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
783+ 10.79% |
$87.4K - $110K
|
8.04K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
772+ 41.55% |
$86.2K - $109K
|
2.63K
$372K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
768+ 13.18% |
$85.8K - $108K
|
6.6K
$934K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
760+ 3.99% |
$84.9K - $107K
|
19.8K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
737+ 3.52% |
$82.3K - $104K
|
21.7K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
707+ 25.52% |
$79K - $99.7K
|
3.48K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
684New |
$76.4K - $96.5K
|
684
$96.8K
|