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 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
475New |
$53K - $67K
|
475
$67.2K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
475+ 3.87% |
$53K - $67K
|
12.8K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
475+ 1.5% |
$53K - $67K
|
32.1K
$4.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
468+ 0.97% |
$52.3K - $66K
|
48.5K
$6.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
468+ 1.5% |
$52.3K - $66K
|
31.7K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
464+ 6.51% |
$51.8K - $65.5K
|
7.59K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
460+ 3.98% |
$51.4K - $64.9K
|
12K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
457+ 8.98% |
$51K - $64.5K
|
5.54K
$785K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
452+ 2.11% |
$50.5K - $63.8K
|
21.9K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
450+ 9.46% |
$50.3K - $63.5K
|
5.21K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
450+ 2.93% |
$50.3K - $63.5K
|
15.8K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
448+ 0.48% |
$50K - $63.2K
|
93.9K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
445+ 21.35% |
$49.7K - $62.8K
|
2.53K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
442+ 2.33% |
$49.4K - $62.4K
|
19.4K
$2.75M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
439+ 1.4% |
$49K - $61.9K
|
31.7K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
439+ 8.22% |
$49K - $61.9K
|
5.78K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
438+ 2.98% |
$48.9K - $61.8K
|
15.1K
$2.14M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
433+ 15.43% |
$48.4K - $61.1K
|
3.24K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
431+ 7.63% |
$48.1K - $60.8K
|
6.08K
$861K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
429+ 6.94% |
$47.9K - $60.5K
|
6.61K
$936K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
428+ 23.0% |
$47.8K - $60.4K
|
2.29K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
414+ 23.88% |
$46.2K - $58.4K
|
2.15K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
410+ 23.89% |
$45.8K - $57.8K
|
2.13K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
406+ 16.73% |
$45.3K - $57.3K
|
2.83K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
405+ 13.68% |
$45.2K - $57.1K
|
3.37K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
404+ 7.3% |
$45.1K - $57K
|
5.94K
$841K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400+ 533.33% |
$44.7K - $56.4K
|
475
$67.2K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
397+ 1.4% |
$44.3K - $56K
|
28.9K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
396+ 72.26% |
$44.2K - $55.9K
|
944
$134K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
396+ 20.11% |
$44.2K - $55.9K
|
2.37K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
395+ 13.14% |
$44.1K - $55.7K
|
3.4K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
395+ 1.64% |
$44.1K - $55.7K
|
24.4K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
394+ 4.15% |
$44K - $55.6K
|
9.9K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
392+ 871.11% |
$43.8K - $55.3K
|
437
$61.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
388New |
$43.3K - $54.7K
|
388
$54.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
388+ 3.33% |
$43.3K - $54.7K
|
12K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
378+ 14.08% |
$42.2K - $53.3K
|
3.06K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
378+ 2.72% |
$42.2K - $53.3K
|
14.3K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
377+ 7.19% |
$42.1K - $53.2K
|
5.62K
$796K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
376+ 12.21% |
$42K - $53K
|
3.46K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372+ 14.92% |
$41.5K - $52.5K
|
2.87K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
367+ 6.51% |
$41K - $51.8K
|
6K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
366+ 2.18% |
$40.9K - $51.6K
|
17.1K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
365New |
$40.8K - $51.5K
|
365
$51.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
365+ 16.52% |
$40.8K - $51.5K
|
2.58K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
359+ 5.25% |
$40.1K - $50.6K
|
7.2K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
357+ 60.41% |
$39.9K - $50.4K
|
948
$134K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
356+ 5.91% |
$39.8K - $50.2K
|
6.38K
$903K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 13.19% |
$39.5K - $49.9K
|
3.04K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
349+ 1.38% |
$39K - $49.2K
|
25.7K
$3.64M
|