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 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
86+ 3.4% |
$9.6K - $12.1K
|
2.62K
$370K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
85+ 4.65% |
$9.49K - $12K
|
1.91K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 1.03% |
$9.49K - $12K
|
8.34K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84+ 46.15% |
$9.38K - $11.9K
|
266
$37.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 1.25% |
$9.27K - $11.7K
|
6.75K
$955K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
82+ 1.52% |
$9.16K - $11.6K
|
5.46K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
79+ 3.09% |
$8.82K - $11.1K
|
2.64K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79+ 1.73% |
$8.82K - $11.1K
|
4.64K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
78+ 3.64% |
$8.71K - $11K
|
2.22K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
78+ 3.0% |
$8.71K - $11K
|
2.68K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 17.11% |
$8.71K - $11K
|
534
$75.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
78+ 69.64% |
$8.71K - $11K
|
190
$26.9K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
76+ 76.0% |
$8.49K - $10.7K
|
176
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
75+ 0.04% |
$8.38K - $10.6K
|
203K
$28.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75+ 26.69% |
$8.38K - $10.6K
|
356
$50.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75+ 1.92% |
$8.38K - $10.6K
|
3.97K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
73+ 0.03% |
$8.15K - $10.3K
|
290K
$41.1M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
72+ 1.2% |
$8.04K - $10.2K
|
6.09K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
72+ 1.02% |
$8.04K - $10.2K
|
7.13K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.1% |
$8.04K - $10.2K
|
6.59K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
71+ 2.23% |
$7.93K - $10K
|
3.25K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
70New |
$7.82K - $9.88K
|
70
$9.91K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
70+ 0.55% |
$7.82K - $9.88K
|
12.7K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
69+ 0.62% |
$7.71K - $9.73K
|
11.3K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68+ 28.45% |
$7.59K - $9.59K
|
307
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
68+ 6800.0% |
$7.59K - $9.59K
|
69
$9.77K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67+ 2.85% |
$7.48K - $9.45K
|
2.41K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
67New |
$7.48K - $9.45K
|
67
$9.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 3.26% |
$7.37K - $9.31K
|
2.09K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66+ 0.62% |
$7.37K - $9.31K
|
10.7K
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 3.61% |
$7.26K - $9.17K
|
1.87K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 1.26% |
$7.15K - $9.03K
|
5.16K
$730K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
64+ 1.34% |
$7.15K - $9.03K
|
4.85K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
63+ 1.92% |
$7.04K - $8.89K
|
3.35K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
63+ 1.0% |
$7.04K - $8.89K
|
6.39K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63+ 0.6% |
$7.04K - $8.89K
|
10.6K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$8.49K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$8.49K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
56New |
$6.25K - $7.9K
|
56
$7.93K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
56+ 7.75% |
$6.25K - $7.9K
|
779
$110K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
54New |
$6.03K - $7.62K
|
54
$7.64K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
54+ 257.14% |
$6.03K - $7.62K
|
75
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 4.87% |
$6.03K - $7.62K
|
1.16K
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
54+ 1.55% |
$6.03K - $7.62K
|
3.53K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
53New |
$5.92K - $7.48K
|
53
$7.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
53+ 2.76% |
$5.92K - $7.48K
|
1.97K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 2.85% |
$5.58K - $7.05K
|
1.81K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
49+ 0.56% |
$5.47K - $6.91K
|
8.87K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 1.3% |
$5.36K - $6.77K
|
3.74K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.52% |
$5.36K - $6.77K
|
1.95K
$276K
|