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 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$191K - $254K
|
2.72K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$185K - $246K
|
2.63K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.49KNew |
$175K - $233K
|
2.49K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.43KNew |
$171K - $227K
|
2.43K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.42KNew |
$171K - $227K
|
2.42K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.41KNew |
$170K - $226K
|
2.41K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.4KNew |
$169K - $224K
|
2.4K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$165K - $220K
|
2.35K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.33KNew |
$164K - $218K
|
2.33K
$314K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$162K - $216K
|
2.31K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.22KNew |
$156K - $208K
|
2.22K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.21KNew |
$156K - $207K
|
2.21K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.21KNew |
$155K - $207K
|
2.21K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.2KNew |
$155K - $206K
|
2.2K
$296K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$154K - $204K
|
2.18K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$126K - $168K
|
1.79K
$242K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.59KNew |
$112K - $148K
|
1.59K
$213K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 68950.0% |
$97.1K - $129K
|
1.38K
$186K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$84.5K - $112K
|
1.2K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 1206.45% |
$79K - $105K
|
1.22K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.03K+ 26.7% |
$72.2K - $96K
|
4.86K
$655K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
988+ 1.3% |
$69.6K - $92.5K
|
77.1K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
970+ 36.78% |
$68.3K - $90.9K
|
3.61K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
966+ 34.19% |
$68K - $90.5K
|
3.79K
$511K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$63.6K - $84.6K
|
903
$122K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
857+ 7.36% |
$60.3K - $80.3K
|
12.5K
$1.68M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$53.9K - $71.7K
|
766
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
740+ 7.45% |
$52.1K - $69.3K
|
10.7K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700New |
$49.3K - $65.6K
|
700
$94.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
573New |
$40.3K - $53.7K
|
573
$77.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$32.9K - $43.8K
|
468
$63K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
336+ 4.57% |
$23.7K - $31.5K
|
7.69K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
259New |
$18.2K - $24.3K
|
259
$34.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
255New |
$18K - $23.9K
|
255
$34.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
199New |
$14K - $18.6K
|
199
$26.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
192New |
$13.5K - $18K
|
192
$25.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
177New |
$12.5K - $16.6K
|
177
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
177+ 53.15% |
$12.5K - $16.6K
|
510
$68.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
162+ 5.87% |
$11.4K - $15.2K
|
2.92K
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
139New |
$9.79K - $13K
|
139
$18.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
117New |
$8.24K - $11K
|
117
$15.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$7.04K - $9.37K
|
100
$13.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
89+ 12.48% |
$6.27K - $8.34K
|
802
$108K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
77New |
$5.42K - $7.21K
|
77
$10.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$5.28K - $7.02K
|
75
$10.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
66New |
$4.65K - $6.18K
|
66
$8.89K
|