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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
47+ 0.29% |
$5.25K - $6.63K
|
16K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
46+ 0.84% |
$5.14K - $6.49K
|
5.51K
$780K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
46+ 0.81% |
$5.14K - $6.49K
|
5.75K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
46+ 5.29% |
$5.14K - $6.49K
|
915
$130K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 4.68% |
$5.03K - $6.35K
|
1.01K
$142K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 4.01% |
$4.8K - $6.07K
|
1.12K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
42+ 1.99% |
$4.69K - $5.93K
|
2.16K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
42+ 31.58% |
$4.69K - $5.93K
|
175
$24.8K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
41+ 8.09% |
$4.58K - $5.78K
|
548
$77.6K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
39New |
$4.36K - $5.5K
|
39
$5.52K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 3.01% |
$4.36K - $5.5K
|
1.33K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37New |
$4.13K - $5.22K
|
37
$5.24K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
37+ 1.49% |
$4.13K - $5.22K
|
2.52K
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37+ 31.36% |
$4.13K - $5.22K
|
155
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
36+ 0.16% |
$4.02K - $5.08K
|
22.8K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 53.85% |
$3.91K - $4.94K
|
100
$14.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
34+ 103.03% |
$3.8K - $4.8K
|
67
$9.48K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 12.5% |
$3.69K - $4.66K
|
297
$42K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.35% |
$3.69K - $4.66K
|
9.58K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
32+ 1.72% |
$3.57K - $4.51K
|
1.9K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.67% |
$3.46K - $4.37K
|
4.63K
$656K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.98% |
$3.35K - $4.23K
|
3.09K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
30+ 0.37% |
$3.35K - $4.23K
|
8.05K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.3% |
$3.35K - $4.23K
|
2.34K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 2.0% |
$3.35K - $4.23K
|
1.53K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$3.24K - $4.09K
|
4.49K
$635K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
29+ 0.38% |
$3.24K - $4.09K
|
7.76K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$3.96K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
28+ 0.93% |
$3.13K - $3.95K
|
3.05K
$432K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$3.96K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27New |
$3.02K - $3.81K
|
27
$3.82K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
27+ 0.81% |
$3.02K - $3.81K
|
3.35K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.9K - $3.67K
|
13.9K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
25+ 0.13% |
$2.79K - $3.53K
|
19.6K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 1.18% |
$2.79K - $3.53K
|
2.14K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
25+ 0.79% |
$2.79K - $3.53K
|
3.2K
$453K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24+ 0.44% |
$2.68K - $3.39K
|
5.54K
$784K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 33.8% |
$2.68K - $3.39K
|
95
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23+ 1.04% |
$2.57K - $3.24K
|
2.25K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$2.46K - $3.1K
|
4.51K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20New |
$2.23K - $2.82K
|
20
$2.83K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.8% |
$2.12K - $2.68K
|
2.39K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 0.86% |
$2.12K - $2.68K
|
2.22K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.18% |
$2.01K - $2.54K
|
9.93K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 0.31% |
$2.01K - $2.54K
|
5.74K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 0.56% |
$2.01K - $2.54K
|
3.25K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18+ 0.14% |
$2.01K - $2.54K
|
12.6K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.55K
|