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 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
22+ 0.81% |
$2.03K - $2.35K
|
2.74K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 19.47% |
$2.03K - $2.35K
|
135
$18.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.79% |
$2.03K - $2.35K
|
2.82K
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.74% |
$2.03K - $2.35K
|
3.01K
$406K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
22+ 8.94% |
$2.03K - $2.35K
|
268
$36.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
21+ 0.84% |
$1.93K - $2.25K
|
2.51K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 0.79% |
$1.93K - $2.25K
|
2.66K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 29.17% |
$1.93K - $2.25K
|
93
$12.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21+ 2.5% |
$1.93K - $2.25K
|
862
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.98% |
$1.93K - $2.25K
|
2.16K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.55% |
$1.84K - $2.14K
|
3.67K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 2.29% |
$1.84K - $2.14K
|
892
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
20+ 0.21% |
$1.84K - $2.14K
|
9.35K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 0.77% |
$1.84K - $2.14K
|
2.62K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.96% |
$1.75K - $2.03K
|
2.01K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
18+ 0.6% |
$1.66K - $1.93K
|
3.02K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 15.65% |
$1.66K - $1.93K
|
133
$17.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.96% |
$1.57K - $1.82K
|
1.79K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15New |
$1.38K - $1.6K
|
15
$2.02K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.8% |
$1.38K - $1.6K
|
1.9K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.89% |
$1.2K - $1.39K
|
1.47K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.03% |
$1.1K - $1.28K
|
47.9K
$6.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 12.37% |
$1.1K - $1.28K
|
109
$14.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.2% |
$1.1K - $1.28K
|
6.11K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
11+ 0.02% |
$1.01K - $1.18K
|
54.4K
$7.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 3.47% |
$1.01K - $1.18K
|
328
$44.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.52% |
$1.01K - $1.18K
|
2.13K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.53% |
$1.01K - $1.18K
|
2.09K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 0.53% |
$1.01K - $1.18K
|
2.1K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$921 - $1.07K
|
10
$1.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
10+ 0.05% |
$921 - $1.07K
|
19.7K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.19% |
$921 - $1.07K
|
5.39K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 7.5% |
$829 - $963
|
129
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.28% |
$829 - $963
|
3.28K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9+ 0.21% |
$829 - $963
|
4.3K
$580K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9+ 2.58% |
$829 - $963
|
358
$48.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.4% |
$829 - $963
|
2.25K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.35% |
$829 - $963
|
2.6K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8+ 0.02% |
$737 - $856
|
44.6K
$6M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.2% |
$737 - $856
|
3.93K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 1.0% |
$644 - $749
|
708
$95.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.76% |
$552 - $642
|
791
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.76% |
$552 - $642
|
791
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 0.68% |
$552 - $642
|
885
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$552 - $642
|
16.4K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6+ 0.21% |
$552 - $642
|
2.85K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.83% |
$460 - $535
|
605
$81.5K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5+ 0.14% |
$460 - $535
|
3.65K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.24% |
$460 - $535
|
2.1K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$460 - $535
|
5
$673
|