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 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 4.91% |
$4.31K - $5.08K
|
1.07K
$144K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46+ 287.5% |
$3.96K - $4.67K
|
62
$8.35K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 43.27% |
$3.88K - $4.57K
|
149
$20.1K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.5K - $2.94K
|
29
$3.91K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.94% |
$2.24K - $2.64K
|
2.8K
$377K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
23New |
$1.98K - $2.34K
|
23
$3.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22New |
$1.9K - $2.23K
|
22
$2.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 20.41% |
$1.72K - $2.03K
|
118
$15.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
18+ 0.44% |
$1.55K - $1.83K
|
4.08K
$550K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.29K - $1.52K
|
15
$2.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.4% |
$1.03K - $1.22K
|
2.98K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.84% |
$862 - $1.02K
|
1.2K
$162K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$776 - $914
|
9
$1.21K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 0.68% |
$517 - $609
|
891
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4+ 0.16% |
$345 - $406
|
2.53K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 75.0% |
$259 - $305
|
7
$943
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$172 - $203
|
5.92K
$798K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 200.0% |
$172 - $203
|
3
$404
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.03% |
$86.2 - $102
|
3.97K
$534K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.7MNew |
$142M - $160M
|
1.7M
$228M
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.51MNew |
$126M - $142M
|
1.51M
$203M
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
190KNew |
$16M - $17.9M
|
190K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
188KNew |
$15.7M - $17.7M
|
188K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
177KNew |
$14.8M - $16.6M
|
177K
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
115KNew |
$9.63M - $10.8M
|
115K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
104KNew |
$8.68M - $9.75M
|
104K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
88.5K+ 183.23% |
$7.43M - $8.33M
|
137K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.1K+ 510.69% |
$7.39M - $8.29M
|
105K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
61.5KNew |
$5.16M - $5.79M
|
61.5K
$8.29M
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
61KNew |
$5.11M - $5.74M
|
61K
$8.21M
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
BUY
|
- |
40.3KNew |
$3.38M - $3.79M
|
40.3K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28.3KNew |
$2.37M - $2.66M
|
28.3K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.2KNew |
$2.37M - $2.66M
|
28.2K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.7KNew |
$1.99M - $2.23M
|
23.7K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
23.6KNew |
$1.98M - $2.22M
|
23.6K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
23.4K+ 65.96% |
$1.96M - $2.2M
|
58.9K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.95M - $2.19M
|
23.3K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
21K+ 40.11% |
$1.76M - $1.98M
|
73.4K
$9.89M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$1.71M - $1.92M
|
20.4K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$1.23M - $1.38M
|
14.7K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$946K - $1.06M
|
11.3K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
11.2KNew |
$940K - $1.05M
|
11.2K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
10.7K+ 6.24% |
$897K - $1.01M
|
182K
$24.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.1K+ 202.03% |
$850K - $954K
|
15.2K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
8K+ 66.67% |
$671K - $753K
|
20K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.73KNew |
$564K - $633K
|
6.73K
$906K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
6.09KNew |
$511K - $573K
|
6.09K
$820K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.7K+ 100.44% |
$478K - $537K
|
11.4K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.33KNew |
$447K - $502K
|
5.33K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.2K+ 2.76% |
$436K - $490K
|
194K
$26.1M
|
|