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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.24K+ 17.56% |
$130K - $168K
|
8.31K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24KNew |
$129K - $167K
|
1.24K
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.22K+ 8.78% |
$128K - $165K
|
15.2K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.21KNew |
$126K - $163K
|
1.21K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 10.22% |
$124K - $160K
|
12.8K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.15K+ 43.07% |
$120K - $155K
|
3.82K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.14K+ 80.41% |
$119K - $154K
|
2.56K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 20.1% |
$115K - $149K
|
6.59K
$914K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.1K+ 79.58% |
$115K - $148K
|
2.48K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.07KNew |
$112K - $145K
|
1.07K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 15.05% |
$109K - $141K
|
7.98K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 3.17% |
$105K - $136K
|
32.9K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1K+ 100.0% |
$104K - $135K
|
2K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
991+ 3.51% |
$103K - $134K
|
29.3K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
990+ 4.22% |
$103K - $134K
|
24.5K
$3.39M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
980+ 23.0% |
$102K - $132K
|
5.24K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
976+ 29.16% |
$102K - $132K
|
4.32K
$600K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
972+ 300.93% |
$101K - $131K
|
1.3K
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
918+ 39.6% |
$95.9K - $124K
|
3.24K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
910+ 3.3% |
$95K - $123K
|
28.5K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
882New |
$92.1K - $119K
|
882
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
875+ 2.22% |
$91.4K - $118K
|
40.4K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
875+ 22.43% |
$91.4K - $118K
|
4.78K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
842+ 6.87% |
$87.9K - $114K
|
13.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
835+ 75.98% |
$87.2K - $113K
|
1.93K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
776+ 1.6% |
$81K - $105K
|
49.2K
$6.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
770+ 2.82% |
$80.4K - $104K
|
28.1K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763+ 20.74% |
$79.7K - $103K
|
4.44K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
726+ 10.33% |
$75.8K - $98K
|
7.75K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
714+ 2.2% |
$74.6K - $96.4K
|
33.1K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 3.29% |
$72.4K - $93.5K
|
21.7K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
687+ 2.65% |
$71.7K - $92.7K
|
26.6K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
675+ 2.89% |
$70.5K - $91.1K
|
24K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
673+ 8.87% |
$70.3K - $90.8K
|
8.26K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
670New |
$70K - $90.4K
|
670
$92.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
652+ 0.32% |
$68.1K - $88K
|
203K
$28.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
637+ 24.7% |
$66.5K - $86K
|
3.22K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
636+ 0.87% |
$66.4K - $85.9K
|
73.8K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
626+ 22.81% |
$65.4K - $84.5K
|
3.37K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
604+ 23.23% |
$63.1K - $81.5K
|
3.2K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
586+ 19.43% |
$61.2K - $79.1K
|
3.6K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
584+ 4.48% |
$61K - $78.8K
|
13.6K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
578+ 7.06% |
$60.4K - $78K
|
8.76K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
572+ 8.58% |
$59.7K - $77.2K
|
7.24K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
566+ 49.52% |
$59.1K - $76.4K
|
1.71K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
560New |
$58.5K - $75.6K
|
560
$77.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
557+ 0.71% |
$58.2K - $75.2K
|
79.2K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
545+ 2.46% |
$56.9K - $73.6K
|
22.7K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
528+ 54.15% |
$55.1K - $71.3K
|
1.5K
$208K
|