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 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
152+ 8.83% |
$17K - $21.4K
|
1.87K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
151+ 0.62% |
$16.9K - $21.3K
|
24.6K
$3.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
150+ 9.36% |
$16.8K - $21.2K
|
1.75K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
146+ 2.71% |
$16.3K - $20.6K
|
5.53K
$783K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
145+ 4.96% |
$16.2K - $20.5K
|
3.07K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
144+ 8.53% |
$16.1K - $20.3K
|
1.83K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
143+ 7.63% |
$16K - $20.2K
|
2.02K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
139+ 6.09% |
$15.5K - $19.6K
|
2.42K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 2.06% |
$15.5K - $19.6K
|
6.87K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
138+ 2.08% |
$15.4K - $19.5K
|
6.77K
$958K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
137+ 3.26% |
$15.3K - $19.3K
|
4.34K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
136+ 0.91% |
$15.2K - $19.2K
|
15.2K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
131+ 1.49% |
$14.6K - $18.5K
|
8.93K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 6.71% |
$14.6K - $18.5K
|
2.08K
$295K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
130+ 0.85% |
$14.5K - $18.3K
|
15.5K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 20.48% |
$14.3K - $18.1K
|
753
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
128+ 73.56% |
$14.3K - $18.1K
|
302
$42.7K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
125+ 7.1% |
$14K - $17.6K
|
1.89K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 2.82% |
$13.5K - $17.1K
|
4.41K
$624K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 9.98% |
$13.5K - $17.1K
|
1.33K
$189K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
120+ 0.55% |
$13.4K - $16.9K
|
21.8K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 0.79% |
$12.8K - $16.2K
|
14.6K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
115+ 0.93% |
$12.8K - $16.2K
|
12.5K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
114+ 2.22% |
$12.7K - $16.1K
|
5.26K
$744K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
112New |
$12.5K - $15.8K
|
112
$15.9K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
111New |
$12.4K - $15.7K
|
111
$15.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
110+ 1.79% |
$12.3K - $15.5K
|
6.27K
$888K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
107+ 2.76% |
$11.9K - $15.1K
|
3.99K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
106+ 2.58% |
$11.8K - $15K
|
4.21K
$596K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
106+ 6.02% |
$11.8K - $15K
|
1.87K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
103+ 0.13% |
$11.5K - $14.5K
|
80.1K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
101+ 5.57% |
$11.3K - $14.2K
|
1.91K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
100+ 5.13% |
$11.2K - $14.1K
|
2.05K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 0.65% |
$11.2K - $14.1K
|
15.4K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
100+ 0.25% |
$11.2K - $14.1K
|
40.2K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100+ 2.26% |
$11.2K - $14.1K
|
4.52K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$11.2K - $14.1K
|
100
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.79% |
$11.2K - $14.1K
|
5.68K
$803K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
99+ 21.29% |
$11.1K - $14K
|
564
$79.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
98+ 0.93% |
$10.9K - $13.8K
|
10.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 5.85% |
$10.8K - $13.7K
|
1.76K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
96+ 3.37% |
$10.7K - $13.5K
|
2.95K
$417K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
94New |
$10.5K - $13.3K
|
94
$13.3K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
94+ 2.49% |
$10.5K - $13.3K
|
3.87K
$547K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
94+ 3.92% |
$10.5K - $13.3K
|
2.49K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$10.4K - $13.1K
|
93
$13.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
90+ 4.24% |
$10.1K - $12.7K
|
2.21K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$37.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
88+ 0.48% |
$9.83K - $12.4K
|
18.4K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
87+ 0.93% |
$9.72K - $12.3K
|
9.45K
$1.34M
|