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 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
4.27KNew |
$358K - $402K
|
4.27K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.1K+ 108.24% |
$344K - $386K
|
7.89K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.86KNew |
$323K - $363K
|
3.86K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.77KNew |
$317K - $355K
|
3.77K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.44KNew |
$288K - $324K
|
3.44K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 5.36% |
$258K - $289K
|
60.4K
$8.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.03KNew |
$254K - $285K
|
3.03K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.72KNew |
$228K - $256K
|
2.72K
$366K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.7KNew |
$227K - $254K
|
2.7K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$209K - $235K
|
2.5K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.26KNew |
$190K - $213K
|
2.26K
$305K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.21KNew |
$186K - $208K
|
2.21K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.19KNew |
$184K - $207K
|
2.19K
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$181K - $203K
|
2.16K
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.08K+ 32.86% |
$174K - $196K
|
8.4K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.91K+ 9.61% |
$161K - $180K
|
21.8K
$2.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.75K+ 134.62% |
$147K - $165K
|
3.05K
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.64K+ 11.99% |
$138K - $155K
|
15.3K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.25K+ 53.16% |
$105K - $118K
|
3.61K
$486K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 5.49% |
$90.6K - $102K
|
20.8K
$2.8M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
990+ 846.15% |
$83.1K - $93.2K
|
1.11K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
980New |
$82.2K - $92.3K
|
980
$132K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
667New |
$56K - $62.8K
|
667
$89.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
621New |
$52.1K - $58.5K
|
621
$83.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
470New |
$39.4K - $44.3K
|
470
$63.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
419New |
$35.2K - $39.5K
|
419
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
375+ 11.11% |
$31.5K - $35.3K
|
3.75K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$29.4K - $33K
|
350
$47.1K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
312+ 13.76% |
$26.2K - $29.4K
|
2.58K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
202+ 20.68% |
$16.9K - $19K
|
1.18K
$159K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
198+ 3.85% |
$16.6K - $18.6K
|
5.34K
$719K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
182+ 5.45% |
$15.3K - $17.1K
|
3.52K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
174New |
$14.6K - $16.4K
|
174
$23.4K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
164+ 1.44% |
$13.8K - $15.4K
|
11.6K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
157+ 29.79% |
$13.2K - $14.8K
|
684
$92.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$11.9K - $13.4K
|
142
$19.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
121+ 9.92% |
$10.2K - $11.4K
|
1.34K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
100New |
$8.39K - $9.42K
|
100
$13.5K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$8.39K - $9.42K
|
100
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 3.21% |
$6.71K - $7.53K
|
2.57K
$346K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
57New |
$4.78K - $5.37K
|
57
$7.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
55+ 0.21% |
$4.61K - $5.18K
|
26.3K
$3.54M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
53New |
$4.45K - $4.99K
|
53
$7.14K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
47New |
$3.94K - $4.43K
|
47
$6.33K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.94K - $3.3K
|
35
$4.71K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
32+ 1.18% |
$2.68K - $3.01K
|
2.75K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$2.27K - $2.54K
|
27
$3.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24+ 0.66% |
$2.01K - $2.26K
|
3.68K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
20+ 0.43% |
$1.68K - $1.88K
|
4.72K
$636K
|