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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
226+ 10.9% |
$25.2K - $31.9K
|
2.3K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 13.34% |
$24.6K - $31K
|
1.87K
$265K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 12.37% |
$24.5K - $30.9K
|
1.99K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
219+ 6.45% |
$24.5K - $30.9K
|
3.62K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
218+ 3.07% |
$24.3K - $30.8K
|
7.32K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
218+ 0.1% |
$24.3K - $30.8K
|
214K
$30.3M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
214+ 39.12% |
$23.9K - $30.2K
|
761
$108K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
213+ 11.01% |
$23.8K - $30.1K
|
2.15K
$304K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211New |
$23.6K - $29.8K
|
211
$29.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 5.27% |
$23.3K - $29.5K
|
4.17K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
208+ 5.89% |
$23.2K - $29.3K
|
3.74K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
208+ 40.78% |
$23.2K - $29.3K
|
718
$102K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
206New |
$23K - $29.1K
|
206
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
205+ 8.02% |
$22.9K - $28.9K
|
2.76K
$391K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 4.76% |
$22.8K - $28.8K
|
4.49K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
203New |
$22.7K - $28.6K
|
203
$28.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
203+ 3.06% |
$22.7K - $28.6K
|
6.83K
$966K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 4.46% |
$22.6K - $28.5K
|
4.73K
$669K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
202New |
$22.6K - $28.5K
|
202
$28.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201+ 14.4% |
$22.4K - $28.4K
|
1.6K
$226K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
200+ 16.46% |
$22.3K - $28.2K
|
1.42K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
200+ 2.04% |
$22.3K - $28.2K
|
9.99K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
200+ 5.78% |
$22.3K - $28.2K
|
3.66K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.36% |
$22.3K - $28.2K
|
14.9K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
197+ 6.56% |
$22K - $27.8K
|
3.2K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
197+ 5.02% |
$22K - $27.8K
|
4.12K
$584K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
196+ 11.27% |
$21.9K - $27.7K
|
1.94K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
196+ 0.8% |
$21.9K - $27.7K
|
24.7K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
195+ 22.01% |
$21.8K - $27.5K
|
1.08K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
194+ 1.42% |
$21.7K - $27.4K
|
13.9K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
194+ 1.34% |
$21.7K - $27.4K
|
14.7K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
192+ 5.63% |
$21.4K - $27.1K
|
3.61K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
185+ 9.9% |
$20.7K - $26.1K
|
2.05K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179+ 22.74% |
$20K - $25.3K
|
966
$137K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
174+ 7.95% |
$19.4K - $24.5K
|
2.36K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 3.37% |
$19K - $24K
|
5.22K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
169+ 2.34% |
$18.9K - $23.8K
|
7.39K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
169+ 4.32% |
$18.9K - $23.8K
|
4.08K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168+ 3.9% |
$18.8K - $23.7K
|
4.48K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
163+ 8.42% |
$18.2K - $23K
|
2.1K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
162+ 5.56% |
$18.1K - $22.9K
|
3.08K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
160+ 5.42% |
$17.9K - $22.6K
|
3.11K
$441K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
159+ 5.18% |
$17.8K - $22.4K
|
3.23K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
156+ 4.16% |
$17.4K - $22K
|
3.91K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
156+ 0.93% |
$17.4K - $22K
|
16.9K
$2.39M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
154+ 18.01% |
$17.2K - $21.7K
|
1.01K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
154+ 5.73% |
$17.2K - $21.7K
|
2.84K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
153+ 0.04% |
$17.1K - $21.6K
|
387K
$54.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
153+ 5.94% |
$17.1K - $21.6K
|
2.73K
$386K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
152+ 5.05% |
$17K - $21.4K
|
3.16K
$447K
|