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, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
25KNew |
$1.76M - $2.34M
|
25K
$3M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
22.9KNew |
$1.62M - $2.15M
|
22.9K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
21.4KNew |
$1.51M - $2M
|
21.4K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
21KNew |
$1.48M - $1.97M
|
21K
$2.52M
|
|
|
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
$4.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
16K+ 24.83% |
$1.13M - $1.5M
|
80.4K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
15.1KNew |
$1.07M - $1.42M
|
15.1K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$820K - $1.09M
|
11.6K
$1.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.24KNew |
$509K - $678K
|
7.24K
$869K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.81KNew |
$480K - $638K
|
6.81K
$819K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$443K - $590K
|
6.3K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$429K - $570K
|
6.09K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.42K+ 89.56% |
$382K - $508K
|
11.5K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.99KNew |
$352K - $468K
|
4.99K
$600K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.49KNew |
$316K - $421K
|
4.49K
$540K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.39KNew |
$309K - $411K
|
4.39K
$528K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.3KNew |
$303K - $403K
|
4.3K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.81KNew |
$268K - $357K
|
3.81K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.8KNew |
$268K - $356K
|
3.8K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$231K - $307K
|
3.28K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.16K+ 1074.49% |
$222K - $296K
|
3.45K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$217K - $289K
|
3.09K
$371K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.08KNew |
$217K - $288K
|
3.08K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.06K+ 109.33% |
$215K - $287K
|
5.86K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.97KNew |
$209K - $278K
|
2.97K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.88K+ 46.0% |
$202K - $269K
|
9.13K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.73KNew |
$192K - $255K
|
2.73K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$191K - $254K
|
2.72K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.43KNew |
$171K - $227K
|
2.43K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.42KNew |
$171K - $227K
|
2.42K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.41KNew |
$170K - $226K
|
2.41K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.4KNew |
$169K - $224K
|
2.4K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.33KNew |
$164K - $218K
|
2.33K
$280K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$162K - $216K
|
2.31K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.2KNew |
$155K - $206K
|
2.2K
$264K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$154K - $204K
|
2.18K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$126K - $168K
|
1.79K
$216K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$84.5K - $112K
|
1.2K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 1206.45% |
$79K - $105K
|
1.22K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.03K+ 26.7% |
$72.2K - $96K
|
4.86K
$584K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
988+ 1.3% |
$69.6K - $92.5K
|
77.1K
$9.26M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$63.6K - $84.6K
|
903
$108K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
857+ 7.36% |
$60.3K - $80.3K
|
12.5K
$1.5M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$53.9K - $71.7K
|
766
$92K
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
740+ 7.45% |
$52.1K - $69.3K
|
10.7K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700New |
$49.3K - $65.6K
|
700
$84.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
573New |
$40.3K - $53.7K
|
573
$68.8K
|