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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
61+ 12.6% |
$5.62K - $6.52K
|
545
$71.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
61+ 7.11% |
$5.62K - $6.52K
|
919
$121K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
60+ 1.19% |
$5.52K - $6.42K
|
5.09K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 9.28% |
$5.34K - $6.2K
|
683
$89.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58New |
$5.34K - $6.2K
|
58
$7.61K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
56+ 1.86% |
$5.16K - $5.99K
|
3.07K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
56+ 0.81% |
$5.16K - $5.99K
|
6.94K
$911K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55+ 2.22% |
$5.06K - $5.88K
|
2.54K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
55+ 1.91% |
$5.06K - $5.88K
|
2.94K
$386K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 5.17% |
$4.97K - $5.78K
|
1.1K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
53+ 1.64% |
$4.88K - $5.67K
|
3.29K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
52+ 0.66% |
$4.79K - $5.56K
|
7.96K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 0.84% |
$4.6K - $5.35K
|
6.02K
$790K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 0.98% |
$4.6K - $5.35K
|
5.14K
$675K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
49+ 7.83% |
$4.51K - $5.24K
|
675
$88.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 0.09% |
$4.51K - $5.24K
|
53.4K
$7.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
48+ 0.68% |
$4.42K - $5.13K
|
7.07K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.0% |
$4.33K - $5.03K
|
4.77K
$626K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47+ 1.89% |
$4.33K - $5.03K
|
2.53K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
47+ 1.94% |
$4.33K - $5.03K
|
2.47K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 1.03% |
$4.24K - $4.92K
|
4.52K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.21% |
$4.24K - $4.92K
|
3.85K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.46% |
$4.14K - $4.81K
|
9.91K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
44+ 0.93% |
$4.05K - $4.71K
|
4.79K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
43+ 0.07% |
$3.96K - $4.6K
|
58.6K
$7.7M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.64% |
$3.96K - $4.6K
|
2.67K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 1.25% |
$3.77K - $4.39K
|
3.33K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
40+ 1.17% |
$3.68K - $4.28K
|
3.46K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
39+ 0.83% |
$3.59K - $4.17K
|
4.77K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
39New |
$3.59K - $4.17K
|
39
$5.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
38+ 1.53% |
$3.5K - $4.06K
|
2.52K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
37+ 1.76% |
$3.41K - $3.96K
|
2.14K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 1.46% |
$3.31K - $3.85K
|
2.5K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.47% |
$3.22K - $3.74K
|
2.41K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 1.59% |
$3.22K - $3.74K
|
2.24K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
35+ 0.4% |
$3.22K - $3.74K
|
8.79K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
35New |
$3.22K - $3.74K
|
35
$4.59K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34+ 1.01% |
$3.13K - $3.64K
|
3.39K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 1.5% |
$3.04K - $3.53K
|
2.23K
$292K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33+ 825.0% |
$3.04K - $3.53K
|
37
$4.85K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
32+ 0.71% |
$2.95K - $3.42K
|
4.53K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
31+ 5.7% |
$2.85K - $3.32K
|
575
$75.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31+ 17.13% |
$2.85K - $3.32K
|
212
$27.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 0.8% |
$2.85K - $3.32K
|
3.9K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.21K
|
11.7K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
30+ 3.0% |
$2.76K - $3.21K
|
1.03K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
30+ 0.45% |
$2.76K - $3.21K
|
6.76K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.66% |
$2.67K - $3.1K
|
4.46K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 2.59% |
$2.49K - $2.89K
|
1.07K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
27+ 0.39% |
$2.49K - $2.89K
|
7K
$918K
|