Latest Institutional Purchases of Morgan Stanley (MS)

MS Quotes by TradingView

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 30, 2024 Q2 2024
J. W. Coons Advisors, LLC

BUY
 -
2.12K
New
$183K - $215K
2.12K $278K
Jul 11, 2024 Q2 2024
Warther Private Wealth, LLC

Akron, OH
BUY
 -
2.12K
New
$182K - $215K
2.12K $278K
Aug 13, 2024 Q2 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.11K
New
$182K - $214K
2.11K $276K
Aug 14, 2024 Q2 2024
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
2.09K
New
$180K - $212K
2.09K $274K
Oct 15, 2024 Q2 2024
Mirabaud & Cie Sa

Geneva, V8
BUY
 -
2.09K
New
$180K - $212K
2.09K $274K
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
2.08K
New
$179K - $211K
2.08K $273K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.47K
New
$126K - $149K
1.47K $192K
Aug 14, 2024 Q2 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
1.28K
+ 83.03%
$110K - $130K
2.83K $371K
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
1.11K
New
$95.8K - $113K
1.11K $146K
Jul 26, 2024 Q2 2024
Emfo, LLC

BUY
 -
1K
+ 33.33%
$86.2K - $102K
4K $525K
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
941
+ 4.01%
$81.1K - $95.5K
24.4K $3.2M
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
847
New
$73K - $86K
847 $111K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
710
+ 16.55%
$61.2K - $72.1K
5K $656K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
610
+ 11.11%
$52.6K - $61.9K
6.1K $801K
Jul 17, 2024 Q2 2024
J.Safra Asset Management Corp

BUY
 -
568
New
$49K - $57.7K
568 $74.5K
Sep 03, 2024 Q2 2024
Clear Rock Advisors, LLC

Kerrville, TX
BUY
 -
563
+ 2.23%
$48.5K - $57.2K
25.8K $3.38M
Aug 13, 2024 Q2 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
543
+ 4.15%
$46.8K - $55.1K
13.6K $1.79M
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
514
+ 4.56%
$44.3K - $52.2K
11.8K $1.55M
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
485
New
$41.8K - $49.2K
485 $63.6K
Aug 01, 2024 Q2 2024
Equitable Trust CO

BUY
 -
446
+ 20.36%
$38.4K - $45.3K
2.64K $346K
Aug 14, 2024 Q2 2024
Quarry LP

New York, NY
BUY
 -
433
New
$37.3K - $44K
433 $56.8K
Aug 14, 2024 Q2 2024
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
325
+ 5.66%
$28K - $33K
6.07K $796K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
313
New
$27K - $31.8K
313 $41.1K
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 CALL
300
New
$25.9K - $30.5K
300 $39.4K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
300
New
$25.9K - $30.5K
300 $39.4K
Aug 12, 2024 Q2 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
267
+ 5.83%
$23K - $27.1K
4.85K $636K
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
265
New
$22.8K - $26.9K
265 $34.8K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
257
New
$22.2K - $26.1K
257 $33.7K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
238
+ 8.84%
$20.5K - $24.2K
2.93K $384K
Aug 12, 2024 Q2 2024
Girard Partners Ltd.

BUY
 -
232
+ 9.49%
$20K - $23.6K
2.68K $351K
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
218
+ 9.42%
$18.8K - $22.1K
2.53K $332K
Jul 16, 2024 Q2 2024
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
180
+ 20.88%
$15.5K - $18.3K
1.04K $137K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
175
New
$15.1K - $17.8K
175 $23K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
154
New
$13.3K - $15.6K
154 $20.2K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
153
+ 6.64%
$13.2K - $15.5K
2.46K $322K
Aug 19, 2024 Q2 2024
Old North State Trust, LLC

Greensboro, NC
BUY
 -
150
+ 7.06%
$12.9K - $15.2K
2.27K $298K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
135
New
$11.6K - $13.7K
135 $17.7K
Aug 12, 2024 Q2 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
125
New
$10.8K - $12.7K
125 $16.4K
Aug 08, 2024 Q2 2024
1 St Source Bank

BUY
 -
117
+ 0.74%
$10.1K - $11.9K
16K $2.09M
Aug 09, 2024 Q2 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
109
New
$9.39K - $11.1K
109 $14.3K
Jul 30, 2024 Q2 2024
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
104
+ 0.85%
$8.96K - $10.6K
12.3K $1.62M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
100
New
$8.62K - $10.2K
100 $13.1K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 CALL
100
New
$8.62K - $10.2K
100 $13.1K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 CALL
100
New
$8.62K - $10.2K
100 $13.1K
Aug 12, 2024 Q2 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
96
+ 24.0%
$8.27K - $9.75K
496 $65.1K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
95
New
$8.19K - $9.65K
95 $12.5K
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
93
+ 489.47%
$8.02K - $9.44K
112 $14.7K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
89
+ 2.2%
$7.67K - $9.04K
4.14K $543K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
83
New
$7.15K - $8.43K
83 $10.9K

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