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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.1K+ 112.0% |
$2.2M - $2.85M
|
39.9K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
20KNew |
$2.08M - $2.69M
|
20K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
19.5KNew |
$2.04M - $2.63M
|
19.5K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.3KNew |
$1.71M - $2.2M
|
16.3K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16.1KNew |
$1.68M - $2.17M
|
16.1K
$2.28M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
15.8K+ 11.15% |
$1.64M - $2.13M
|
157K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.1K+ 52.4% |
$1.26M - $1.63M
|
35.2K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.2M - $1.55M
|
11.5K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.58M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.67K+ 2.49% |
$1.01M - $1.31M
|
398K
$56.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.53K+ 44.91% |
$995K - $1.29M
|
30.7K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$990K - $1.28M
|
9.48K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$978K - $1.26M
|
9.37K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$973K - $1.26M
|
9.32K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
8.32KNew |
$869K - $1.12M
|
8.32K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
8.19KNew |
$856K - $1.11M
|
8.19K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.94KNew |
$829K - $1.07M
|
7.94K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 129.23% |
$800K - $1.03M
|
13.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38KNew |
$771K - $997K
|
7.38K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.3KNew |
$658K - $851K
|
6.3K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.01K+ 113.76% |
$627K - $811K
|
11.3K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$533K - $688K
|
5.1K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$522K - $675K
|
5K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.78KNew |
$500K - $646K
|
4.78K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.77K+ 5.05% |
$498K - $643K
|
99.2K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$446K - $577K
|
4.27K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.16KNew |
$435K - $562K
|
4.16K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.14K+ 18.64% |
$432K - $558K
|
26.3K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4KNew |
$418K - $540K
|
4K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 176.05% |
$404K - $523K
|
6.07K
$860K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$399K - $516K
|
3.82K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.79KNew |
$395K - $511K
|
3.79K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.64KNew |
$380K - $491K
|
3.64K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6K+ 257.14% |
$376K - $486K
|
5K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 67.82% |
$346K - $447K
|
8.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.14K+ 227.17% |
$327K - $423K
|
4.52K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
3KNew |
$313K - $405K
|
3K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$417K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.84KNew |
$297K - $383K
|
2.84K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.61KNew |
$273K - $353K
|
2.61K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.52KNew |
$264K - $341K
|
2.52K
$357K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.42KNew |
$253K - $327K
|
2.42K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.36KNew |
$246K - $318K
|
2.36K
$334K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.31KNew |
$241K - $312K
|
2.31K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$238K - $308K
|
2.28K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.1KNew |
$219K - $283K
|
2.1K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.96KNew |
$205K - $265K
|
1.96K
$278K
|