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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
552+ 6.2% |
$55.1K - $77.8K
|
9.46K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
539+ 5.65% |
$53.8K - $75.9K
|
10.1K
$1.41M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
539+ 14.8% |
$53.8K - $75.9K
|
4.18K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
537+ 11.78% |
$53.6K - $75.6K
|
5.09K
$713K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
518+ 4.1% |
$51.7K - $73K
|
13.2K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
517+ 20.97% |
$51.6K - $72.8K
|
2.98K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
516+ 5.72% |
$51.5K - $72.7K
|
9.54K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
487+ 0.75% |
$48.6K - $68.6K
|
65.2K
$9.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
475+ 24.55% |
$47.4K - $66.9K
|
2.41K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
465+ 3.22% |
$46.4K - $65.5K
|
14.9K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
460+ 25.76% |
$45.9K - $64.8K
|
2.25K
$315K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$532K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
448+ 5.05% |
$44.7K - $63.1K
|
9.32K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
443+ 4.46% |
$44.2K - $62.4K
|
10.4K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
430+ 5.47% |
$42.9K - $60.6K
|
8.29K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
427+ 15.84% |
$42.6K - $60.1K
|
3.12K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
420+ 3.22% |
$41.9K - $59.2K
|
13.5K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
406+ 8.44% |
$40.5K - $57.2K
|
5.22K
$730K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
400+ 5.97% |
$39.9K - $56.3K
|
7.1K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
396+ 12.72% |
$39.5K - $55.8K
|
3.51K
$491K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 7.41% |
$39.2K - $55.4K
|
5.7K
$798K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
351+ 3.58% |
$35K - $49.4K
|
10.2K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
345+ 14.78% |
$34.4K - $48.6K
|
2.68K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
345+ 3.27% |
$34.4K - $48.6K
|
10.9K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
343+ 0.07% |
$34.2K - $48.3K
|
503K
$70.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
335+ 10.99% |
$33.4K - $47.2K
|
3.38K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
330+ 2.14% |
$32.9K - $46.5K
|
15.7K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
325+ 2.45% |
$32.4K - $45.8K
|
13.6K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
310+ 7.15% |
$30.9K - $43.7K
|
4.65K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
309+ 3.29% |
$30.8K - $43.5K
|
9.71K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
307+ 2.21% |
$30.6K - $43.2K
|
14.2K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
307+ 77.53% |
$30.6K - $43.2K
|
703
$98.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
305+ 17.29% |
$30.4K - $43K
|
2.07K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
297+ 1.86% |
$29.6K - $41.8K
|
16.2K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
294New |
$29.4K - $41.4K
|
294
$41.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 0.35% |
$28K - $39.4K
|
80.8K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
276+ 7.99% |
$27.6K - $38.9K
|
3.73K
$523K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$27.6K - $38.9K
|
276
$38.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
274+ 3.62% |
$27.4K - $38.6K
|
7.84K
$1.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 5.64% |
$27K - $38K
|
5.05K
$708K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
264+ 1.88% |
$26.4K - $37.2K
|
14.3K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
264+ 23.66% |
$26.4K - $37.2K
|
1.38K
$193K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$71.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
250+ 5.32% |
$25K - $35.2K
|
4.95K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
248New |
$24.8K - $34.9K
|
248
$34.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
240+ 1.13% |
$24K - $33.8K
|
21.4K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
236+ 0.23% |
$23.6K - $33.2K
|
101K
$14.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
217+ 107.43% |
$21.7K - $30.6K
|
419
$58.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
214+ 2.19% |
$21.4K - $30.1K
|
9.97K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 129.87% |
$20K - $28.2K
|
354
$49.6K
|