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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$148K - $209K
|
1.48K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$148K - $208K
|
1.48K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.47K+ 2.48% |
$147K - $207K
|
60.8K
$8.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.47KNew |
$146K - $206K
|
1.47K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.45K+ 439.21% |
$144K - $204K
|
1.77K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.44KNew |
$144K - $203K
|
1.44K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 14.58% |
$142K - $200K
|
11.2K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.39K+ 1.92% |
$139K - $196K
|
74.2K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
1.39KNew |
$138K - $195K
|
1.39K
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.37K+ 71.26% |
$137K - $193K
|
3.3K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 4.02% |
$135K - $191K
|
35.1K
$4.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.3KNew |
$130K - $183K
|
1.3K
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.26K+ 17.67% |
$126K - $177K
|
8.39K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.25K+ 22.17% |
$124K - $176K
|
6.87K
$962K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.17K+ 18.31% |
$117K - $165K
|
7.57K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 8.05% |
$116K - $163K
|
15.5K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 4.39% |
$113K - $160K
|
27K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.13K+ 9.08% |
$112K - $159K
|
13.5K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.11K+ 2.92% |
$111K - $156K
|
39.1K
$5.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.1K+ 1.37% |
$109K - $154K
|
81.2K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 2.04% |
$109K - $154K
|
54.7K
$7.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 32.18% |
$107K - $151K
|
4.41K
$618K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.05K+ 48.88% |
$105K - $148K
|
3.2K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.04K+ 9.51% |
$104K - $147K
|
12K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.03K+ 33.47% |
$102K - $144K
|
4.09K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.01K+ 2.24% |
$101K - $143K
|
46.3K
$6.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
949+ 15.65% |
$94.7K - $134K
|
7.01K
$982K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
909+ 3.36% |
$90.7K - $128K
|
28K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
903+ 2.75% |
$90.1K - $127K
|
33.7K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
894+ 17.45% |
$89.2K - $126K
|
6.02K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
884+ 35.29% |
$88.2K - $125K
|
3.39K
$475K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
860+ 0.25% |
$85.9K - $121K
|
350K
$49M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
847+ 7.96% |
$84.6K - $119K
|
11.5K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
812+ 25.25% |
$81.1K - $114K
|
4.03K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
776+ 3.81% |
$77.5K - $109K
|
21.2K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
767+ 36.08% |
$76.6K - $108K
|
2.89K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
708+ 5.28% |
$70.7K - $99.7K
|
14.1K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
682+ 5.46% |
$68.1K - $96.1K
|
13.2K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
673+ 2.19% |
$67.2K - $94.8K
|
31.4K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
647+ 5.33% |
$64.6K - $91.1K
|
12.8K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
643+ 18.74% |
$64.2K - $90.6K
|
4.07K
$571K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
629+ 5.22% |
$62.8K - $88.6K
|
12.7K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
620+ 12.1% |
$61.9K - $87.3K
|
5.74K
$804K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$61.2K - $86.3K
|
613
$85.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
596+ 11.21% |
$59.5K - $84K
|
5.91K
$828K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
586+ 16.37% |
$58.5K - $82.5K
|
4.17K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
581+ 11.99% |
$58K - $81.8K
|
5.43K
$760K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
574+ 1.36% |
$57.3K - $80.9K
|
42.8K
$5.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 3.33% |
$56.2K - $79.3K
|
17.5K
$2.44M
|