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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
30.4KNew |
$2.35M - $2.85M
|
30.4K
$4M
|
|
|
Jul 22, 2021
Q2 2021
|
Consolidated Investment Group LLC
|
BUY
|
- |
12K+ 30.3% |
$927K - $1.13M
|
51.6K
$6.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.96KNew |
$461K - $560K
|
5.96K
$785K
|
|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$395K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
625New |
$48.3K - $58.7K
|
625
$82.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$79.1K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
27.7KNew |
$1.86M - $2.34M
|
27.7K
$3.65M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
12.9K+ 12900.0% |
$865K - $1.09M
|
13K
$1.71M
|
|
|
May 17, 2021
Q1 2021
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
8.55KNew |
$573K - $721K
|
8.55K
$1.13M
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$419K - $527K
|
6.24K
$822K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$240K - $302K
|
3.58K
$471K
|
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.23KNew |
$217K - $273K
|
3.23K
$426K
|
|
|
Apr 23, 2021
Q1 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.72KNew |
$182K - $229K
|
2.72K
$358K
|
|
|
Apr 26, 2021
Q1 2021
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $228K
|
2.7K
$356K
|
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.68KNew |
$180K - $226K
|
2.68K
$353K
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1074.22% |
$92.2K - $116K
|
1.5K
$198K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$132K
|
|
|
May 18, 2021
Q1 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
720New |
$48.3K - $60.7K
|
720
$94.8K
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
269New |
$18K - $22.7K
|
269
$35.4K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167New |
$11.2K - $14.1K
|
167
$22K
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$8.52K - $10.7K
|
127
$16.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Inherent Group, LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.36M - $3.43M
|
50K
$6.58M
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
6.61KNew |
$312K - $453K
|
6.61K
$870K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.47K+ 22.36% |
$259K - $375K
|
29.9K
$3.94M
|
|
|
Jan 05, 2021
Q4 2020
|
Private Asset Management Inc
|
BUY
|
- |
3.08KNew |
$146K - $211K
|
3.08K
$406K
|
|
|
Feb 08, 2021
Q4 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
2K+ 2.22% |
$94.5K - $137K
|
92K
$12.1M
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
452+ 12.32% |
$21.4K - $31K
|
4.12K
$543K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
324New |
$15.3K - $22.2K
|
324
$42.7K
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
58+ 223.08% |
$2.74K - $3.97K
|
84
$11.1K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$94.5 - $137
|
2
$263
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
PUT |
1New |
$47.3 - $68.5
|
1
$132
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
CALL |
3.4KNew |
$158K - $181K
|
3.4K
$448K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
460+ 135.29% |
$21.4K - $24.5K
|
800
$105K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
PUT |
50KNew |
$1.58M - $2.52M
|
50K
$6.58M
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$94.9K - $151K
|
3K
$395K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.81K+ 102.89% |
$88.8K - $142K
|
5.54K
$729K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
955New |
$30.2K - $48.1K
|
955
$126K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
318New |
$10.1K - $16K
|
318
$41.9K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$345K - $714K
|
12.4K
$1.64M
|
|
|
May 06, 2020
Q1 2020
|
Ar Asset Management Inc
|
BUY
|
- |
11.4KNew |
$317K - $656K
|
11.4K
$1.5M
|
|
|
May 05, 2020
Q1 2020
|
Salzhauer Michael
|
BUY
|
CALL |
6.4K+ 12.85% |
$178K - $368K
|
56.2K
$7.4M
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
500New |
$13.9K - $28.8K
|
500
$65.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
79New |
$2.2K - $4.54K
|
79
$10.4K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Voss Capital, LLC
Houston, TX |
BUY
|
CALL |
20KNew |
$796K - $1.02M
|
20K
$2.63M
|
|
|
Feb 11, 2020
Q4 2019
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$11.9K - $15.3K
|
300
$39.5K
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
BUY
|
CALL |
50New |
$1.99K - $2.56K
|
50
$6.58K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
17.9KNew |
$701K - $820K
|
17.9K
$2.36M
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
3+ 0.84% |
$117 - $137
|
361
$47.5K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
250KNew |
$10.2M - $12.1M
|
250K
$32.9M
|
|
|
Aug 13, 2019
Q2 2019
|
Rmb Capital Management, LLC
|
BUY
|
PUT |
149K+ 59.36% |
$6.06M - $7.22M
|
400K
$52.7M
|
|