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 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
674+ 11.85% |
$75.3K - $95.1K
|
6.36K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
673+ 1.94% |
$75.2K - $94.9K
|
35.4K
$5.01M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
672+ 1.41% |
$75K - $94.8K
|
48.5K
$6.86M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
667+ 6.68% |
$74.5K - $94.1K
|
10.6K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
653+ 20.66% |
$72.9K - $92.1K
|
3.81K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
640+ 31.92% |
$71.5K - $90.3K
|
2.65K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
637+ 4.75% |
$71.1K - $89.9K
|
14K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
633+ 12.02% |
$70.7K - $89.3K
|
5.9K
$835K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
633+ 0.81% |
$70.7K - $89.3K
|
79.2K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
628+ 0.6% |
$70.1K - $88.6K
|
106K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
625+ 1.52% |
$69.8K - $88.2K
|
41.7K
$5.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
620+ 36.15% |
$69.2K - $87.5K
|
2.34K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
619+ 1.78% |
$69.1K - $87.3K
|
35.5K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
613+ 1.49% |
$68.5K - $86.5K
|
41.9K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
612+ 24.19% |
$68.3K - $86.3K
|
3.14K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
612+ 5.09% |
$68.3K - $86.3K
|
12.6K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
609+ 13.54% |
$68K - $85.9K
|
5.11K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
602+ 0.55% |
$67.2K - $84.9K
|
111K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600+ 0.68% |
$67K - $84.6K
|
88.5K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
600+ 4.69% |
$67K - $84.6K
|
13.4K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
600+ 7.01% |
$67K - $84.6K
|
9.16K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
595+ 9.13% |
$66.4K - $83.9K
|
7.11K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
591+ 30.25% |
$66K - $83.4K
|
2.55K
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
591+ 10.18% |
$66K - $83.4K
|
6.39K
$905K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 14.8% |
$65K - $82.1K
|
4.52K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
582+ 23.22% |
$65K - $82.1K
|
3.09K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
574New |
$64.1K - $81K
|
574
$81.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
571+ 3.51% |
$63.8K - $80.6K
|
16.8K
$2.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
564+ 11.81% |
$63K - $79.6K
|
5.34K
$756K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
562+ 1.27% |
$62.8K - $79.3K
|
44.8K
$6.35M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
558+ 0.83% |
$62.3K - $78.7K
|
67.7K
$9.58M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
540New |
$60.3K - $76.2K
|
540
$76.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
538+ 3.39% |
$60.1K - $75.9K
|
16.4K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
535+ 9.85% |
$59.7K - $75.5K
|
5.96K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
531+ 2.13% |
$59.3K - $74.9K
|
25.5K
$3.61M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
529+ 17.94% |
$59.1K - $74.6K
|
3.48K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
528+ 4.23% |
$59K - $74.5K
|
13K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
524+ 11.8% |
$58.5K - $73.9K
|
4.97K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
515+ 4.76% |
$57.5K - $72.7K
|
11.3K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
511+ 25.63% |
$57.1K - $72.1K
|
2.51K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
510+ 11.05% |
$57K - $72K
|
5.12K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
507+ 6.69% |
$56.6K - $71.5K
|
8.09K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
500+ 14.83% |
$55.8K - $70.5K
|
3.87K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
498+ 1.7% |
$55.6K - $70.3K
|
29.8K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
489New |
$54.6K - $69K
|
489
$69.2K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
488+ 51.1% |
$54.5K - $68.8K
|
1.44K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
488+ 2.36% |
$54.5K - $68.8K
|
21.2K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
484+ 7.86% |
$54.1K - $68.3K
|
6.64K
$940K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
483+ 15.38% |
$53.9K - $68.1K
|
3.62K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
477+ 11.41% |
$53.3K - $67.3K
|
4.66K
$659K
|