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 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
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$2.01K - $2.54K
|
2.71K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
18+ 0.67% |
$2.01K - $2.54K
|
2.7K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.55K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.31% |
$1.9K - $2.4K
|
5.43K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17New |
$1.9K - $2.4K
|
17
$2.41K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 10.24% |
$1.9K - $2.4K
|
183
$25.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.81% |
$1.9K - $2.4K
|
2.12K
$300K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.42% |
$1.79K - $2.26K
|
3.78K
$535K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.02% |
$1.79K - $2.26K
|
102K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
16+ 0.9% |
$1.79K - $2.26K
|
1.79K
$253K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 2.56% |
$1.68K - $2.12K
|
602
$85.2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14New |
$1.56K - $1.98K
|
14
$1.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14+ 0.15% |
$1.56K - $1.98K
|
9.45K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$1.45K - $1.83K
|
13
$1.84K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.11% |
$1.45K - $1.83K
|
11.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
12+ 0.65% |
$1.34K - $1.69K
|
1.85K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.24% |
$1.34K - $1.69K
|
5.05K
$715K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12+ 0.4% |
$1.34K - $1.69K
|
3K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.03% |
$1.34K - $1.69K
|
38.2K
$5.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
12+ 0.63% |
$1.34K - $1.69K
|
1.93K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 41.38% |
$1.34K - $1.69K
|
41
$5.8K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
12+ 48.0% |
$1.34K - $1.69K
|
37
$5.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.37% |
$1.34K - $1.69K
|
3.26K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.34K - $1.69K
|
12
$1.7K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.36% |
$1.23K - $1.55K
|
3.05K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
11New |
$1.23K - $1.55K
|
11
$1.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.21% |
$1.23K - $1.55K
|
5.36K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10+ 0.07% |
$1.12K - $1.41K
|
15.2K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.12K - $1.41K
|
1.96K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10+ 3.56% |
$1.12K - $1.41K
|
291
$41.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 6.96% |
$893 - $1.13K
|
123
$17.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 0.04% |
$893 - $1.13K
|
19.7K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$893 - $1.13K
|
3.86K
$547K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7+ 0.24% |
$782 - $988
|
2.88K
$407K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$670 - $846
|
6
$849
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 8.22% |
$670 - $846
|
79
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.2% |
$670 - $846
|
3.08K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
6+ 0.13% |
$670 - $846
|
4.59K
$650K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.65% |
$670 - $846
|
925
$131K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.24% |
$558 - $705
|
2.1K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.63% |
$558 - $705
|
801
$113K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$558 - $705
|
5
$708
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5+ 0.57% |
$558 - $705
|
887
$126K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4+ 0.13% |
$447 - $564
|
3.04K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 3.81% |
$447 - $564
|
109
$15.4K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
4New |
$447 - $564
|
4
$566
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3+ 0.02% |
$335 - $423
|
15.9K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.13% |
$335 - $423
|
2.4K
$340K
|