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 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
233New |
$18.9K - $21.2K
|
233
$33K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$16.2K - $18.2K
|
200
$28.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
172+ 3.9% |
$14K - $15.7K
|
4.58K
$648K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
155New |
$12.6K - $14.1K
|
155
$21.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
102+ 0.4% |
$8.28K - $9.29K
|
25.4K
$3.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 3.81% |
$7.07K - $7.93K
|
2.37K
$336K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
73+ 34.43% |
$5.93K - $6.65K
|
285
$40.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$3.82K - $4.28K
|
47
$6.65K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32+ 5.6% |
$2.6K - $2.92K
|
603
$85.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18+ 58.06% |
$1.46K - $1.64K
|
49
$6.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.73% |
$1.38K - $1.55K
|
2.35K
$333K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17New |
$1.38K - $1.55K
|
17
$2.41K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.4% |
$244 - $273
|
759
$107K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$244 - $273
|
3.16K
$447K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$81.2 - $91.1
|
759
$107K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
124KNew |
$10.4M - $12.5M
|
124K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
81.1KNew |
$6.81M - $8.18M
|
81.1K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
60.4KNew |
$5.07M - $6.09M
|
60.4K
$8.55M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
40K+ 67.95% |
$3.35M - $4.03M
|
98.8K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
25.5K+ 16.31% |
$2.14M - $2.57M
|
182K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
21.8KNew |
$1.83M - $2.19M
|
21.8K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Raffles Associates LP
New York, NY |
BUY
|
- |
10KNew |
$840K - $1.01M
|
10K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.37KNew |
$703K - $844K
|
8.37K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.43KNew |
$540K - $649K
|
6.43K
$910K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
4.87KNew |
$409K - $491K
|
4.87K
$689K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 91.69% |
$317K - $381K
|
7.89K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.68KNew |
$309K - $371K
|
3.68K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.09KNew |
$259K - $311K
|
3.09K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$252K - $302K
|
3K
$425K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.9K+ 38.14% |
$244K - $293K
|
10.5K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.62K+ 107.08% |
$220K - $264K
|
5.06K
$717K
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$210K - $252K
|
2.5K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.3KNew |
$193K - $232K
|
2.3K
$326K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.16KNew |
$97K - $117K
|
1.16K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
858New |
$72K - $86.5K
|
858
$121K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
648New |
$54.4K - $65.3K
|
648
$91.7K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
556New |
$46.7K - $56.1K
|
556
$78.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
450+ 2.05% |
$37.8K - $45.4K
|
22.4K
$3.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
417New |
$35K - $42K
|
417
$59K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.8K - $20.2K
|
200
$28.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
190New |
$16K - $19.2K
|
190
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
125+ 2.1% |
$10.5K - $12.6K
|
6.07K
$859K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
113New |
$9.49K - $11.4K
|
113
$16K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 9.36% |
$5.88K - $7.06K
|
818
$116K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
59+ 1.01% |
$4.95K - $5.95K
|
5.88K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.87K - $5.85K
|
58
$8.21K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
50+ 100.0% |
$4.2K - $5.04K
|
100
$14.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
48New |
$4.03K - $4.84K
|
48
$6.79K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.7K
|
|