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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
112+ 2.89% |
$10.3K - $12K
|
3.99K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
111+ 21.1% |
$10.2K - $11.9K
|
637
$85.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
111+ 0.8% |
$10.2K - $11.9K
|
13.9K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
109+ 4.68% |
$10K - $11.7K
|
2.44K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.92% |
$9.94K - $11.6K
|
11.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
108+ 830.77% |
$9.94K - $11.6K
|
121
$16.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.56% |
$9.94K - $11.6K
|
7.03K
$947K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
107+ 2.02% |
$9.85K - $11.4K
|
5.41K
$728K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 0.84% |
$9.85K - $11.4K
|
12.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
105+ 0.16% |
$9.67K - $11.2K
|
66K
$8.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
104+ 4.25% |
$9.58K - $11.1K
|
2.55K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 0.85% |
$9.48K - $11K
|
12.3K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
100+ 0.38% |
$9.21K - $10.7K
|
26.5K
$3.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
100+ 0.3% |
$9.21K - $10.7K
|
33.9K
$4.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 3.86% |
$9.11K - $10.6K
|
2.66K
$359K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 2.77% |
$9.02K - $10.5K
|
3.64K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
97+ 3.27% |
$8.93K - $10.4K
|
3.06K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
97+ 0.09% |
$8.93K - $10.4K
|
102K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97New |
$8.93K - $10.4K
|
97
$13.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 2.63% |
$8.84K - $10.3K
|
3.75K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
95+ 2.19% |
$8.75K - $10.2K
|
4.43K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
91+ 4.27% |
$8.38K - $9.73K
|
2.22K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
90+ 3.35% |
$8.29K - $9.63K
|
2.78K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90New |
$8.29K - $9.63K
|
90
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
89+ 2.87% |
$8.19K - $9.52K
|
3.19K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
87+ 3.29% |
$8.01K - $9.31K
|
2.73K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
87New |
$8.01K - $9.31K
|
87
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.65% |
$7.92K - $9.2K
|
13.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
82+ 0.23% |
$7.55K - $8.77K
|
35.5K
$4.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
82+ 0.94% |
$7.55K - $8.77K
|
8.82K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
78+ 22.61% |
$7.18K - $8.34K
|
423
$57K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
78+ 0.88% |
$7.18K - $8.34K
|
8.94K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.37% |
$7K - $8.13K
|
2.33K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
76+ 1.22% |
$7K - $8.13K
|
6.31K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
74+ 1.37% |
$6.81K - $7.92K
|
5.48K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
72+ 0.61% |
$6.63K - $7.7K
|
11.9K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
71+ 3.02% |
$6.54K - $7.59K
|
2.42K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70+ 0.1% |
$6.44K - $7.49K
|
68.1K
$9.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
69+ 2.94% |
$6.35K - $7.38K
|
2.42K
$326K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
69+ 0.75% |
$6.35K - $7.38K
|
9.32K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
68+ 0.6% |
$6.26K - $7.27K
|
11.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
66+ 1.5% |
$6.08K - $7.06K
|
4.46K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.13% |
$5.98K - $6.95K
|
5.84K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65+ 1.45% |
$5.98K - $6.95K
|
4.55K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
65+ 0.62% |
$5.98K - $6.95K
|
10.5K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
62+ 2.03% |
$5.71K - $6.63K
|
3.12K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
61+ 12.6% |
$5.62K - $6.52K
|
545
$73.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
61+ 7.11% |
$5.62K - $6.52K
|
919
$124K
|