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 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
198+ 6.88% |
$19.8K - $27.9K
|
3.08K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
188+ 3.48% |
$18.8K - $26.5K
|
5.58K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
184+ 5.09% |
$18.4K - $25.9K
|
3.8K
$532K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
182+ 0.1% |
$18.2K - $25.6K
|
183K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
179+ 9.87% |
$17.9K - $25.2K
|
1.99K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 30.03% |
$17.3K - $24.4K
|
749
$105K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
172+ 0.7% |
$17.2K - $24.2K
|
24.8K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
171+ 9.67% |
$17.1K - $24.1K
|
1.94K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
169+ 1.05% |
$16.9K - $23.8K
|
16.3K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
168+ 0.11% |
$16.8K - $23.7K
|
155K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
159+ 2.14% |
$15.9K - $22.4K
|
7.58K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
156+ 4.27% |
$15.6K - $22K
|
3.81K
$534K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
153+ 5.41% |
$15.3K - $21.6K
|
2.98K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
145+ 0.49% |
$14.5K - $20.4K
|
29.4K
$4.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
139+ 113.01% |
$13.9K - $19.6K
|
262
$36.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
137+ 0.62% |
$13.7K - $19.3K
|
22.1K
$3.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.84% |
$13.5K - $19K
|
2.92K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131+ 7.55% |
$13.1K - $18.5K
|
1.87K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$20.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
125+ 4.3% |
$12.5K - $17.6K
|
3.03K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
125+ 5.52% |
$12.5K - $17.6K
|
2.39K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
120+ 0.5% |
$12K - $16.9K
|
24.3K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
117+ 1.42% |
$11.7K - $16.5K
|
8.35K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
115+ 5.71% |
$11.5K - $16.2K
|
2.13K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
115+ 38.08% |
$11.5K - $16.2K
|
417
$58.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 9.27% |
$11.5K - $16.2K
|
1.36K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
114+ 3.64% |
$11.4K - $16.1K
|
3.25K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
114+ 1.56% |
$11.4K - $16.1K
|
7.44K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 3.24% |
$11.2K - $15.8K
|
3.57K
$500K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
111New |
$11.1K - $15.6K
|
111
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
110+ 5.66% |
$11K - $15.5K
|
2.05K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 2.49% |
$10.5K - $14.8K
|
4.33K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
97+ 5.56% |
$9.68K - $13.7K
|
1.84K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 11.94% |
$9.28K - $13.1K
|
872
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
93+ 58.49% |
$9.28K - $13.1K
|
252
$35.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
91+ 5.15% |
$9.08K - $12.8K
|
1.86K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
91+ 1.74% |
$9.08K - $12.8K
|
5.33K
$746K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 49.18% |
$8.98K - $12.7K
|
273
$38.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87+ 3.53% |
$8.69K - $12.3K
|
2.55K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$8.69K - $12.3K
|
87
$12.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 3.39% |
$8.69K - $12.3K
|
2.66K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.77% |
$8.59K - $12.1K
|
4.93K
$691K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 1.52% |
$7.49K - $10.6K
|
5.02K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 2.36% |
$7.49K - $10.6K
|
3.25K
$455K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.49% |
$7.29K - $10.3K
|
3.01K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
66+ 1.3% |
$6.59K - $9.3K
|
5.15K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44+ 0.15% |
$4.39K - $6.2K
|
29.7K
$4.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
43+ 1.05% |
$4.29K - $6.06K
|
4.13K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
42+ 1.73% |
$4.19K - $5.92K
|
2.47K
$346K
|