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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
182+ 0.1% |
$18.2K - $25.6K
|
183K
$25.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
172+ 0.7% |
$17.2K - $24.2K
|
24.8K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
169+ 1.05% |
$16.9K - $23.8K
|
16.3K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
159+ 2.14% |
$15.9K - $22.4K
|
7.58K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
156+ 4.27% |
$15.6K - $22K
|
3.81K
$540K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
153+ 5.41% |
$15.3K - $21.6K
|
2.98K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
145+ 0.49% |
$14.5K - $20.4K
|
29.4K
$4.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.84% |
$13.5K - $19K
|
2.92K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131+ 7.55% |
$13.1K - $18.5K
|
1.87K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$20.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
125+ 5.52% |
$12.5K - $17.6K
|
2.39K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 9.27% |
$11.5K - $16.2K
|
1.36K
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
111New |
$11.1K - $15.6K
|
111
$15.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 3.39% |
$8.69K - $12.3K
|
2.66K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 1.52% |
$7.49K - $10.6K
|
5.02K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 2.36% |
$7.49K - $10.6K
|
3.25K
$460K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.49% |
$7.29K - $10.3K
|
3.01K
$426K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
43+ 1.05% |
$4.29K - $6.06K
|
4.13K
$585K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.24% |
$3.69K - $5.21K
|
1.69K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.09% |
$3.29K - $4.65K
|
36K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 1.63% |
$2.8K - $3.94K
|
1.74K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.68% |
$2.8K - $3.94K
|
4.15K
$587K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 1.17% |
$1.8K - $2.54K
|
1.56K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.2K - $1.69K
|
1.74K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$998 - $1.41K
|
17.6K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$898 - $1.27K
|
2.53K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.84% |
$599 - $845
|
723
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.02% |
$599 - $845
|
26.3K
$3.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$2.69K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.12% |
$399 - $563
|
3.4K
$481K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$200 - $282
|
370
$52.4K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.3MNew |
$2.16B - $2.72B
|
19.3M
$2.73B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.64M+ 6.93% |
$853M - $1.08B
|
118M
$16.7B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
6.58MNew |
$735M - $928M
|
6.58M
$931M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.49M+ 138.73% |
$390M - $493M
|
6.01M
$851M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.3M+ 12.22% |
$257M - $324M
|
21.1M
$2.99B
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.56M+ 99.87% |
$174M - $219M
|
3.11M
$441M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.35M+ 170.4% |
$151M - $191M
|
2.15M
$304M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 10.57% |
$129M - $164M
|
12.1M
$1.72B
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.15M+ 68.59% |
$129M - $162M
|
2.83M
$400M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
985K+ 579.65% |
$110M - $139M
|
1.16M
$164M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
926K+ 21.66% |
$103M - $131M
|
5.2M
$736M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
818K+ 3.16% |
$91.3M - $115M
|
26.7M
$3.77B
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
714K+ 763.92% |
$79.7M - $101M
|
807K
$114M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
705KNew |
$78.7M - $99.5M
|
705K
$99.8M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
704KNew |
$78.6M - $99.3M
|
704K
$99.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
704K+ 35.48% |
$78.6M - $99.3M
|
2.69M
$380M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
703K+ 8.1% |
$78.5M - $99.2M
|
9.39M
$1.33B
|
|