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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
5+ 0.05% |
$460 - $535
|
10.2K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 2.89% |
$460 - $535
|
178
$24K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.22% |
$460 - $535
|
2.25K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.46% |
$460 - $535
|
1.09K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
5+ 1.57% |
$460 - $535
|
323
$43.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5+ 0.23% |
$460 - $535
|
2.19K
$295K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5+ 0.14% |
$460 - $535
|
3.63K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$368 - $428
|
4
$539
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4New |
$368 - $428
|
4
$539
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.09% |
$368 - $428
|
4.61K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.29% |
$368 - $428
|
1.4K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.13% |
$276 - $321
|
2.4K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.07% |
$276 - $321
|
4.08K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$276 - $321
|
2.4K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$276 - $321
|
4.94K
$666K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.75% |
$184 - $214
|
116
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.05% |
$184 - $214
|
3.9K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2+ 0.03% |
$184 - $214
|
5.98K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.11% |
$184 - $214
|
182
$24.5K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 9.52% |
$184 - $214
|
23
$3.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$184 - $214
|
1.53K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$184 - $214
|
2
$269
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$184 - $214
|
1.02K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 16.67% |
$92.1 - $107
|
7
$943
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.86% |
$92.1 - $107
|
117
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$92.1 - $107
|
3.06K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.01% |
$92.1 - $107
|
17K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.98% |
$92.1 - $107
|
103
$13.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$92.1 - $107
|
190
$25.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.23% |
$92.1 - $107
|
434
$58.5K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$92.1 - $107
|
4.07K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.03% |
$92.1 - $107
|
3K
$404K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$92.1 - $107
|
1.89K
$254K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
451KNew |
$38.9M - $45.8M
|
451K
$60.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
337K+ 16858.92% |
$29.1M - $34.3M
|
339K
$45.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
206KNew |
$17.8M - $20.9M
|
206K
$27.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
201KNew |
$17.4M - $20.4M
|
201K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
176KNew |
$15.2M - $17.9M
|
176K
$23.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
173KNew |
$14.9M - $17.6M
|
173K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
162K+ 5505.4% |
$14M - $16.4M
|
165K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
155KNew |
$13.4M - $15.8M
|
155K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
146K+ 108.17% |
$12.6M - $14.8M
|
281K
$37.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
110KNew |
$9.49M - $11.2M
|
110K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
BUY
|
PUT |
100KNew |
$8.62M - $10.2M
|
100K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
98.8KNew |
$8.52M - $10M
|
98.8K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
95.4K+ 16.91% |
$8.22M - $9.69M
|
659K
$88.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
95K+ 163.82% |
$8.19M - $9.65M
|
153K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
55.7KNew |
$4.8M - $5.66M
|
55.7K
$7.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
52.6KNew |
$4.53M - $5.34M
|
52.6K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
41.8KNew |
$3.6M - $4.24M
|
41.8K
$5.63M
|
|