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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
200+ 0.23% |
$18.4K - $21.4K
|
88.6K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$18.4K - $21.4K
|
200
$26.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
199+ 4.63% |
$18.3K - $21.3K
|
4.5K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
198+ 2.04% |
$18.2K - $21.2K
|
9.9K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
191+ 3.8% |
$17.6K - $20.4K
|
5.21K
$702K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
191+ 115.06% |
$17.6K - $20.4K
|
357
$48.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
191+ 1.27% |
$17.6K - $20.4K
|
15.3K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
190+ 6.94% |
$17.5K - $20.3K
|
2.93K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
183+ 0.88% |
$16.8K - $19.6K
|
20.9K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
178+ 2.97% |
$16.4K - $19K
|
6.16K
$830K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
178+ 5.37% |
$16.4K - $19K
|
3.49K
$470K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
178+ 3.09% |
$16.4K - $19K
|
5.95K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
177+ 6.5% |
$16.3K - $18.9K
|
2.9K
$391K
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
175+ 0.88% |
$16.1K - $18.7K
|
20K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
175+ 0.19% |
$16.1K - $18.7K
|
94.5K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
174+ 138.1% |
$16K - $18.6K
|
300
$40.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
174+ 0.58% |
$16K - $18.6K
|
30K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
171+ 19.7% |
$15.7K - $18.3K
|
1.04K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
167+ 3.49% |
$15.4K - $17.9K
|
4.95K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
166+ 0.81% |
$15.3K - $17.8K
|
20.7K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
166+ 6.01% |
$15.3K - $17.8K
|
2.93K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
161+ 6.99% |
$14.8K - $17.2K
|
2.47K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
161+ 3.68% |
$14.8K - $17.2K
|
4.54K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
158+ 0.21% |
$14.5K - $16.9K
|
73.8K
$9.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
156+ 11.66% |
$14.4K - $16.7K
|
1.49K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 0.59% |
$14.1K - $16.4K
|
25.9K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 3.97% |
$13.9K - $16.2K
|
3.95K
$533K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
150+ 0.43% |
$13.8K - $16K
|
34.7K
$4.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 30.06% |
$13.8K - $16K
|
649
$87.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
145+ 5.14% |
$13.4K - $15.5K
|
2.97K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
142+ 2.49% |
$13.1K - $15.2K
|
5.84K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$18.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
138+ 0.2% |
$12.7K - $14.8K
|
70.6K
$9.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
137New |
$12.6K - $14.7K
|
137
$18.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
136+ 3.0% |
$12.5K - $14.5K
|
4.67K
$629K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 0.7% |
$12.3K - $14.3K
|
19.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.67% |
$12.2K - $14.2K
|
5.11K
$688K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
131+ 0.48% |
$12.1K - $14K
|
27.3K
$3.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
125+ 1.56% |
$11.5K - $13.4K
|
8.16K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 5.4% |
$11.3K - $13.2K
|
2.4K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
120+ 0.44% |
$11K - $12.8K
|
27.1K
$3.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
117New |
$10.8K - $12.5K
|
117
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
117+ 3.14% |
$10.8K - $12.5K
|
3.84K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
115+ 2.05% |
$10.6K - $12.3K
|
5.71K
$769K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 6.07% |
$10.6K - $12.3K
|
2.01K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
114+ 4.6% |
$10.5K - $12.2K
|
2.59K
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
114+ 2.26% |
$10.5K - $12.2K
|
5.16K
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
114+ 0.36% |
$10.5K - $12.2K
|
31.9K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
113+ 0.29% |
$10.4K - $12.1K
|
39K
$5.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
113+ 0.32% |
$10.4K - $12.1K
|
35.8K
$4.83M
|