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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$78.6K - $325K
|
3.6K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.4KNew |
$74.3K - $307K
|
3.4K
$448K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.18KNew |
$69.5K - $287K
|
3.18K
$419K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 16.68% |
$67.4K - $278K
|
21.6K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.9K - $235K
|
2.61K
$343K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
2.21K+ 75.5% |
$48.3K - $199K
|
5.14K
$676K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$32.8K - $135K
|
1.5K
$198K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.31K+ 590.5% |
$28.5K - $118K
|
1.53K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.07K+ 33.57% |
$23.4K - $96.7K
|
4.27K
$562K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.06K+ 6.12% |
$23.2K - $95.7K
|
18.4K
$2.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
820+ 26.95% |
$17.9K - $73.9K
|
3.86K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
700New |
$15.3K - $63.1K
|
700
$92.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
658New |
$14.4K - $59.3K
|
658
$86.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
629New |
$13.7K - $56.7K
|
629
$82.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
413+ 0.43% |
$9.02K - $37.2K
|
96.4K
$12.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
170+ 3.49% |
$3.71K - $15.3K
|
5.04K
$664K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
167New |
$3.65K - $15.1K
|
167
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
111+ 37.0% |
$2.42K - $10K
|
411
$54.1K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$1.9K - $7.84K
|
87
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
80New |
$1.75K - $7.21K
|
80
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
57New |
$1.24K - $5.14K
|
57
$7.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42New |
$917 - $3.79K
|
42
$5.53K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
35+ 1.23% |
$764 - $3.16K
|
2.89K
$380K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.15% |
$721 - $2.97K
|
2.9K
$382K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 0.29% |
$306 - $1.26K
|
4.89K
$644K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$54.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$218 - $902
|
10
$1.32K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.13% |
$109 - $451
|
3.94K
$518K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.97% |
$65.5 - $270
|
155
$20.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
500KNew |
$36.5M - $45.3M
|
500K
$65.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
150KNew |
$10.9M - $13.6M
|
150K
$19.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
133KNew |
$9.67M - $12M
|
133K
$17.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
43.4KNew |
$3.16M - $3.93M
|
43.4K
$5.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
30.3KNew |
$2.21M - $2.75M
|
30.3K
$3.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
17.2KNew |
$1.25M - $1.56M
|
17.2K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17K+ 17.16% |
$1.24M - $1.54M
|
116K
$15.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
13.4KNew |
$977K - $1.21M
|
13.4K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.4KNew |
$904K - $1.12M
|
12.4K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
11.1K+ 24.44% |
$812K - $1.01M
|
56.7K
$7.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
10.1KNew |
$736K - $915K
|
10.1K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.05K+ 181.02% |
$587K - $729K
|
12.5K
$1.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 40.0% |
$437K - $544K
|
21K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.61K+ 12.28% |
$409K - $509K
|
51.3K
$6.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
5KNew |
$365K - $453K
|
5K
$658K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 10.17% |
$360K - $448K
|
53.5K
$7.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$226K - $281K
|
3.1K
$409K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.96KNew |
$215K - $268K
|
2.96K
$389K
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.9K+ 35.85% |
$139K - $172K
|
7.2K
$948K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.45K+ 280.08% |
$106K - $131K
|
1.97K
$259K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.29K+ 8.4% |
$94K - $117K
|
16.6K
$2.19M
|
|