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 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
15New |
$1.26K - $1.41K
|
15
$2.02K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13+ 0.71% |
$1.09K - $1.22K
|
1.86K
$250K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.55% |
$1.01K - $1.13K
|
2.21K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
9+ 0.94% |
$755 - $847
|
962
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 11.11% |
$587 - $659
|
70
$9.43K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.75% |
$83.9 - $94.2
|
134
$18K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$83.9 - $94.2
|
1
$135
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.54% |
$83.9 - $94.2
|
186
$25.1K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.01% |
$83.9 - $94.2
|
8.71K
$1.17M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
310KNew |
$21.8M - $29.1M
|
310K
$41.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
106KNew |
$7.49M - $9.97M
|
106K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
103KNew |
$7.28M - $9.68M
|
103K
$13.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
80KNew |
$5.63M - $7.49M
|
80K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
80KNew |
$5.63M - $7.49M
|
80K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
75KNew |
$5.28M - $7.02M
|
75K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
65.9KNew |
$4.64M - $6.17M
|
65.9K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
61.1KNew |
$4.3M - $5.72M
|
61.1K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
50KNew |
$3.52M - $4.68M
|
50K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
41K+ 379.63% |
$2.89M - $3.84M
|
51.8K
$6.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
32.7KNew |
$2.3M - $3.06M
|
32.7K
$4.4M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
28.7KNew |
$2.02M - $2.69M
|
28.7K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
25KNew |
$1.76M - $2.34M
|
25K
$3.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
22.9KNew |
$1.62M - $2.15M
|
22.9K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
21.4KNew |
$1.51M - $2M
|
21.4K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
21KNew |
$1.48M - $1.97M
|
21K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
17.8K+ 78.41% |
$1.25M - $1.67M
|
40.5K
$5.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
16K+ 24.83% |
$1.13M - $1.5M
|
80.4K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
15.1KNew |
$1.07M - $1.42M
|
15.1K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$820K - $1.09M
|
11.6K
$1.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.24KNew |
$509K - $678K
|
7.24K
$975K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.81KNew |
$480K - $638K
|
6.81K
$918K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$443K - $590K
|
6.3K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$429K - $570K
|
6.09K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.78KNew |
$407K - $542K
|
5.78K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.42K+ 89.56% |
$382K - $508K
|
11.5K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.99KNew |
$352K - $468K
|
4.99K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.49KNew |
$316K - $421K
|
4.49K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.39KNew |
$309K - $411K
|
4.39K
$591K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.3KNew |
$303K - $403K
|
4.3K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.81KNew |
$268K - $357K
|
3.81K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.8KNew |
$268K - $356K
|
3.8K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$231K - $307K
|
3.28K
$442K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.16K+ 1074.49% |
$222K - $296K
|
3.45K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$217K - $289K
|
3.09K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.08KNew |
$217K - $288K
|
3.08K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.06K+ 109.33% |
$215K - $287K
|
5.86K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.97KNew |
$209K - $278K
|
2.97K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.88K+ 46.0% |
$202K - $269K
|
9.13K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.82KNew |
$198K - $264K
|
2.82K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.73KNew |
$192K - $255K
|
2.73K
$367K
|
|