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 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
293New |
$21.4K - $26.5K
|
293
$41K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
285New |
$20.8K - $25.8K
|
285
$39.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
113New |
$8.24K - $10.2K
|
113
$15.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 0.69% |
$6.2K - $7.7K
|
12.4K
$1.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
46+ 0.9% |
$3.35K - $4.17K
|
5.16K
$722K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
26New |
$1.9K - $2.36K
|
26
$3.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
18+ 0.48% |
$1.31K - $1.63K
|
3.76K
$526K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$146 - $181
|
2
$280
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
81KNew |
$6.75M - $8.81M
|
81K
$11.3M
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
54.7KNew |
$4.56M - $5.95M
|
54.7K
$7.66M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
21.4KNew |
$1.79M - $2.33M
|
21.4K
$3M
|
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
15K+ 60.0% |
$1.25M - $1.63M
|
40K
$5.6M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.99K+ 99.3% |
$832K - $1.09M
|
20.1K
$2.81M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.93KNew |
$578K - $754K
|
6.93K
$971K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
442+ 108.07% |
$36.8K - $48.1K
|
851
$119K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
408New |
$34K - $44.4K
|
408
$57.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
300+ 11.21% |
$25K - $32.6K
|
2.98K
$417K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
253+ 6.17% |
$21.1K - $27.5K
|
4.35K
$609K
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
150+ 0.75% |
$12.5K - $16.3K
|
20.2K
$2.82M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
187K+ 16.71% |
$17.8M - $19.6M
|
1.31M
$183M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
7.36KNew |
$697K - $770K
|
7.36K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.24KNew |
$307K - $339K
|
3.24K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.66KNew |
$252K - $278K
|
2.66K
$373K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$42K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
282New |
$26.7K - $29.5K
|
282
$39.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
20New |
$1.9K - $2.09K
|
20
$2.8K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
416KNew |
$36.5M - $43.9M
|
416K
$58.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
53.6KNew |
$4.7M - $5.65M
|
53.6K
$7.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
28.6KNew |
$2.51M - $3.02M
|
28.6K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
18.7KNew |
$1.64M - $1.97M
|
18.7K
$2.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$1.52M - $1.83M
|
17.3K
$2.43M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
613New |
$53.7K - $64.6K
|
613
$85.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
CALL |
500New |
$43.8K - $52.7K
|
500
$70K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
154+ 0.76% |
$13.5K - $16.2K
|
20.5K
$2.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$7.84K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
59.2K+ 7400.0% |
$4.58M - $5.56M
|
60K
$8.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
30.4KNew |
$2.35M - $2.85M
|
30.4K
$4.25M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.96KNew |
$461K - $560K
|
5.96K
$835K
|
|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$420K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
625New |
$48.3K - $58.7K
|
625
$87.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$84.2K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
12.9K+ 12900.0% |
$865K - $1.09M
|
13K
$1.82M
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$419K - $527K
|
6.24K
$874K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$240K - $302K
|
3.58K
$501K
|
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.23KNew |
$217K - $273K
|
3.23K
$453K
|
|
|
Apr 23, 2021
Q1 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.72KNew |
$182K - $229K
|
2.72K
$381K
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1074.22% |
$92.2K - $116K
|
1.5K
$210K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$140K
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
269New |
$18K - $22.7K
|
269
$37.7K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167New |
$11.2K - $14.1K
|
167
$23.4K
|
|