Latest Institutional Purchases of Morgan Stanley (MS)

MS Quotes by TradingView

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
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
1.11K
New
$95.8K - $113K
1.11K $157K
Jul 26, 2024 Q2 2024
Emfo, LLC

BUY
 -
1K
+ 33.33%
$86.2K - $102K
4K $566K
Jul 25, 2024 Q2 2024
Rational Advisors LLC

Huntington, NY
BUY
 -
977
+ 139.57%
$84.2K - $99.2K
1.68K $237K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
847
New
$73K - $86K
847 $120K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
610
+ 11.11%
$52.6K - $61.9K
6.1K $864K
Sep 03, 2024 Q2 2024
Clear Rock Advisors, LLC

Kerrville, TX
BUY
 -
563
+ 2.23%
$48.5K - $57.2K
25.8K $3.65M
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
390
+ 9.29%
$33.6K - $39.6K
4.59K $650K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
313
New
$27K - $31.8K
313 $44.3K
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 CALL
300
New
$25.9K - $30.5K
300 $42.5K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
300
New
$25.9K - $30.5K
300 $42.5K
Aug 12, 2024 Q2 2024
Girard Partners Ltd.

BUY
 -
232
+ 9.49%
$20K - $23.6K
2.68K $379K
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
218
+ 9.42%
$18.8K - $22.1K
2.53K $358K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
175
New
$15.1K - $17.8K
175 $24.8K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
154
New
$13.3K - $15.6K
154 $21.8K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
153
+ 6.64%
$13.2K - $15.5K
2.46K $348K
Aug 19, 2024 Q2 2024
Old North State Trust, LLC

Greensboro, NC
BUY
 -
150
+ 7.06%
$12.9K - $15.2K
2.27K $322K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
135
New
$11.6K - $13.7K
135 $19.1K
Aug 12, 2024 Q2 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
125
New
$10.8K - $12.7K
125 $17.7K
Aug 09, 2024 Q2 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
109
New
$9.39K - $11.1K
109 $15.4K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
100
New
$8.62K - $10.2K
100 $14.2K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 CALL
100
New
$8.62K - $10.2K
100 $14.2K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 CALL
100
New
$8.62K - $10.2K
100 $14.2K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
95
New
$8.19K - $9.65K
95 $13.4K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
83
New
$7.15K - $8.43K
83 $11.7K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
62
New
$5.34K - $6.29K
62 $8.78K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
50
+ 4.91%
$4.31K - $5.08K
1.07K $151K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
46
+ 287.5%
$3.96K - $4.67K
62 $8.78K
Jul 25, 2024 Q2 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
45
+ 43.27%
$3.88K - $4.57K
149 $21.1K
Jul 09, 2024 Q2 2024
Naples Money Management LLC

Naples, FL
BUY
 -
23
New
$1.98K - $2.34K
23 $3.26K
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
22
New
$1.9K - $2.23K
22 $3.11K
Jul 22, 2024 Q2 2024
Strengthening Families & Communities, LLC

BUY
 -
15
New
$1.29K - $1.52K
15 $2.12K
Aug 12, 2024 Q2 2024
Viawealth, LLC

Overland Park, KS
BUY
 -
12
+ 0.4%
$1.03K - $1.22K
2.98K $422K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
10
+ 0.84%
$862 - $1.02K
1.2K $170K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
9
New
$776 - $914
9 $1.27K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
3
+ 75.0%
$259 - $305
7 $991
Q1 2024
May 14, 2025 Q1 2024
Norges Bank

Oslo, Q8
BUY
 -
13.3M
New
$1.11B - $1.25B
13.3M $1.88B
Apr 25, 2024 Q1 2024
Focused Investors Fund L P

Los Angeles, CA
BUY
 -
1.7M
New
$142M - $160M
1.7M $240M
May 06, 2024 Q1 2024
Canoe Financial LP

Calgary, A0
BUY
 -
1.51M
New
$126M - $142M
1.51M $213M
May 15, 2024 Q1 2024
Moore Capital Management, LP

New York, NY
BUY
 -
190K
New
$16M - $17.9M
190K $26.9M
May 15, 2024 Q1 2024
Bridger Management, LLC

New York, NY
BUY
 -
188K
New
$15.7M - $17.7M
188K $26.6M
May 14, 2024 Q1 2024
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
BUY
 -
177K
New
$14.8M - $16.6M
177K $25M
Apr 19, 2024 Q1 2024
Svenska Handelsbanken Ab (Publ)

BUY
 -
115K
New
$9.63M - $10.8M
115K $16.2M
May 08, 2024 Q1 2024
Calamos Advisors LLC

BUY
 CALL
104K
New
$8.68M - $9.75M
104K $14.7M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
88.1K
+ 510.69%
$7.39M - $8.29M
105K $14.9M
May 06, 2024 Q1 2024
Davis Rea Ltd.

BUY
 -
40.3K
New
$3.38M - $3.79M
40.3K $5.7M
May 14, 2024 Q1 2024
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
23.7K
New
$1.99M - $2.23M
23.7K $3.36M
May 15, 2024 Q1 2024
Caxton Associates LP

New York, NY
BUY
 -
23.3K
New
$1.95M - $2.19M
23.3K $3.29M
May 01, 2024 Q1 2024
Bernzott Capital Advisors

BUY
 -
21K
+ 40.11%
$1.76M - $1.98M
73.4K $10.4M
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
20.4K
New
$1.71M - $1.92M
20.4K $2.89M

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