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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
238+ 1.11% |
$19.4K - $22.5K
|
21.8K
$3.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
212+ 4.22% |
$17.3K - $20.1K
|
5.23K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 7.41% |
$16.3K - $18.9K
|
2.9K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
125New |
$10.2K - $11.8K
|
125
$17.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
121+ 2.75% |
$9.88K - $11.5K
|
4.52K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 4.0% |
$8.17K - $9.47K
|
2.6K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
89+ 0.87% |
$7.27K - $8.43K
|
10.3K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
86+ 0.33% |
$7.02K - $8.14K
|
25.9K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
84New |
$6.86K - $7.95K
|
84
$11.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
79+ 16.46% |
$6.45K - $7.48K
|
559
$79.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.12K - $7.1K
|
75
$10.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$5.88K - $6.82K
|
72
$10.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
67New |
$5.47K - $6.34K
|
67
$9.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
61+ 2.63% |
$4.98K - $5.77K
|
2.38K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.11% |
$4.9K - $5.68K
|
2.9K
$411K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
50New |
$4.08K - $4.73K
|
50
$7.08K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
31+ 0.43% |
$2.53K - $2.93K
|
7.19K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.06% |
$980 - $1.14K
|
21.8K
$3.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$653 - $757
|
13
$1.84K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.11% |
$245 - $284
|
2.82K
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
104KNew |
$8.45M - $9.48M
|
104K
$14.7M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.78M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
30KNew |
$2.44M - $2.73M
|
30K
$4.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
24.7KNew |
$2M - $2.25M
|
24.7K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
13.3KNew |
$1.08M - $1.21M
|
13.3K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.57KNew |
$778K - $872K
|
9.57K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.15K+ 1.32% |
$662K - $743K
|
626K
$88.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.2KNew |
$585K - $656K
|
7.2K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.44KNew |
$442K - $496K
|
5.44K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5KNew |
$284K - $319K
|
3.5K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.5K+ 129.63% |
$284K - $319K
|
6.2K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$273K - $306K
|
3.36K
$476K
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.9K+ 4.91% |
$154K - $173K
|
40.6K
$5.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.8KNew |
$146K - $164K
|
1.8K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.76K+ 6.34% |
$143K - $161K
|
29.6K
$4.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.27KNew |
$103K - $116K
|
1.27K
$179K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.24K+ 44.05% |
$101K - $113K
|
4.07K
$575K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.21KNew |
$98.6K - $111K
|
1.21K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 21.46% |
$78.5K - $88K
|
5.47K
$774K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
837New |
$68K - $76.3K
|
837
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
728+ 65.82% |
$59.1K - $66.3K
|
1.83K
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
532New |
$43.2K - $48.5K
|
532
$75.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
476+ 1.17% |
$38.7K - $43.4K
|
41.3K
$5.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$38.6K - $43.3K
|
475
$67.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$24.4K - $27.3K
|
300
$42.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
281+ 11.04% |
$22.8K - $25.6K
|
2.83K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
257New |
$20.9K - $23.4K
|
257
$36.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
238New |
$19.3K - $21.7K
|
238
$33.7K
|
|