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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
752+ 1.12% |
$78.5K - $102K
|
67.8K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
751+ 20.05% |
$78.4K - $101K
|
4.5K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
741New |
$77.4K - $100K
|
741
$89K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
730New |
$76.2K - $98.5K
|
730
$87.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
730+ 2.55% |
$76.2K - $98.5K
|
29.3K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
727+ 5.15% |
$75.9K - $98.1K
|
14.8K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
726+ 10.33% |
$75.8K - $98K
|
7.75K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
714+ 2.2% |
$74.6K - $96.4K
|
33.1K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711+ 6.84% |
$74.2K - $96K
|
11.1K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 3.29% |
$72.4K - $93.5K
|
21.7K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
689+ 11.2% |
$71.9K - $93K
|
6.84K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
687+ 2.65% |
$71.7K - $92.7K
|
26.6K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
680+ 0.22% |
$71K - $91.8K
|
314K
$37.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
679+ 5.59% |
$70.9K - $91.7K
|
12.8K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
676+ 2.81% |
$70.6K - $91.3K
|
24.7K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
675+ 2.89% |
$70.5K - $91.1K
|
24K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
673+ 8.87% |
$70.3K - $90.8K
|
8.26K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
670New |
$70K - $90.4K
|
670
$80.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
666+ 5.67% |
$69.5K - $89.9K
|
12.4K
$1.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
664+ 26.94% |
$69.3K - $89.6K
|
3.13K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
659+ 13.82% |
$68.8K - $89K
|
5.43K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
657+ 1.9% |
$68.6K - $88.7K
|
35.3K
$4.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
655+ 3.41% |
$68.4K - $88.4K
|
19.9K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
652+ 0.32% |
$68.1K - $88K
|
203K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
637+ 24.7% |
$66.5K - $86K
|
3.22K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
636+ 0.87% |
$66.4K - $85.9K
|
73.8K
$8.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
626+ 22.81% |
$65.4K - $84.5K
|
3.37K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
625+ 14.45% |
$65.3K - $84.4K
|
4.95K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
620+ 4.75% |
$64.7K - $83.7K
|
13.7K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
604+ 23.23% |
$63.1K - $81.5K
|
3.2K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.31% |
$62.7K - $81K
|
193K
$23.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
589New |
$61.5K - $79.5K
|
589
$70.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
586+ 19.43% |
$61.2K - $79.1K
|
3.6K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
585New |
$61.1K - $79K
|
585
$70.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
584+ 4.48% |
$61K - $78.8K
|
13.6K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
578+ 7.06% |
$60.4K - $78K
|
8.76K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
572+ 8.58% |
$59.7K - $77.2K
|
7.24K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
569+ 42.18% |
$59.4K - $76.8K
|
1.92K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
566+ 49.52% |
$59.1K - $76.4K
|
1.71K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
561+ 29.02% |
$58.6K - $75.7K
|
2.49K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
560New |
$58.5K - $75.6K
|
560
$67.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
557+ 0.71% |
$58.2K - $75.2K
|
79.2K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
553+ 22.53% |
$57.7K - $74.6K
|
3.01K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
548New |
$57.2K - $74K
|
548
$65.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
545+ 2.46% |
$56.9K - $73.6K
|
22.7K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
536+ 3.76% |
$56K - $72.4K
|
14.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
535+ 2.56% |
$55.9K - $72.2K
|
21.4K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
529+ 50.91% |
$55.2K - $71.4K
|
1.57K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
528+ 54.15% |
$55.1K - $71.3K
|
1.5K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
526+ 0.53% |
$54.9K - $71K
|
99.4K
$11.9M
|