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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
858New |
$72K - $86.5K
|
858
$103K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
648New |
$54.4K - $65.3K
|
648
$77.9K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
556New |
$46.7K - $56.1K
|
556
$66.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
450+ 2.05% |
$37.8K - $45.4K
|
22.4K
$2.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
417New |
$35K - $42K
|
417
$50.1K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.8K - $20.2K
|
200
$24K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
190New |
$16K - $19.2K
|
190
$22.8K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140New |
$11.8K - $14.1K
|
140
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
125+ 2.1% |
$10.5K - $12.6K
|
6.07K
$729K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
113New |
$9.49K - $11.4K
|
113
$13.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 9.36% |
$5.88K - $7.06K
|
818
$98.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
70New |
$5.88K - $7.06K
|
70
$8.41K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
59+ 1.01% |
$4.95K - $5.95K
|
5.88K
$706K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 23.6% |
$4.95K - $5.95K
|
309
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.87K - $5.85K
|
58
$6.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
50+ 100.0% |
$4.2K - $5.04K
|
100
$12K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
48New |
$4.03K - $4.84K
|
48
$5.77K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.44K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.44K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6+ 1.18% |
$504 - $605
|
515
$61.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3+ 0.77% |
$252 - $302
|
391
$47K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.2MNew |
$1.07B - $1.32B
|
14.2M
$1.7B
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
180K+ 163.64% |
$13.6M - $16.7M
|
290K
$34.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
70KNew |
$5.27M - $6.51M
|
70K
$8.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$4.95M - $6.11M
|
65.7K
$7.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.4KNew |
$4.17M - $5.15M
|
55.4K
$6.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
50.8KNew |
$3.83M - $4.73M
|
50.8K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
42.2KNew |
$3.18M - $3.93M
|
42.2K
$5.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
35KNew |
$2.64M - $3.26M
|
35K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.35KNew |
$704K - $870K
|
9.35K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.5KNew |
$565K - $698K
|
7.5K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 1812.36% |
$375K - $464K
|
5.26K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.76K+ 59.86% |
$358K - $443K
|
12.7K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.16KNew |
$313K - $387K
|
4.16K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.32K+ 413.95% |
$250K - $309K
|
4.13K
$496K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.54K+ 43.57% |
$191K - $237K
|
8.38K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.53K+ 2.53% |
$191K - $235K
|
103K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.5KNew |
$188K - $233K
|
2.5K
$300K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.44K+ 25.27% |
$184K - $227K
|
12.1K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.82K+ 70.41% |
$137K - $169K
|
4.41K
$529K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.66K+ 59.73% |
$125K - $155K
|
4.45K
$535K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.27KNew |
$95.8K - $118K
|
1.27K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
845New |
$63.6K - $78.6K
|
845
$102K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
600New |
$45.2K - $55.8K
|
600
$72.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$60.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$60.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$48.1K
|
|