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
|
Plancorp, LLC
|
BUY
|
- |
40+ 1.45% |
$3.99K - $5.63K
|
2.8K
$392K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.24% |
$3.69K - $5.21K
|
1.69K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
34+ 0.89% |
$3.39K - $4.79K
|
3.86K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.09% |
$3.29K - $4.65K
|
36K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.69% |
$3.19K - $4.51K
|
4.67K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$3.09K - $4.37K
|
4.52K
$633K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
31+ 0.54% |
$3.09K - $4.37K
|
5.73K
$803K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 214.29% |
$2.99K - $4.23K
|
44
$6.16K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 1.63% |
$2.8K - $3.94K
|
1.74K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.68% |
$2.8K - $3.94K
|
4.15K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
27+ 1.07% |
$2.7K - $3.8K
|
2.56K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 0.88% |
$2.6K - $3.66K
|
2.99K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.84% |
$2.6K - $3.66K
|
3.11K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 0.31% |
$2.3K - $3.24K
|
7.48K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
22+ 0.48% |
$2.2K - $3.1K
|
4.65K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
22+ 0.44% |
$2.2K - $3.1K
|
5.05K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21+ 0.27% |
$2.1K - $2.96K
|
7.78K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
20+ 0.66% |
$2K - $2.82K
|
3.07K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 1.17% |
$1.8K - $2.54K
|
1.56K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16+ 9.14% |
$1.6K - $2.25K
|
191
$26.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15+ 0.6% |
$1.5K - $2.11K
|
2.51K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.4K - $1.97K
|
14
$1.96K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.43% |
$1.4K - $1.97K
|
3.27K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
13+ 216.67% |
$1.3K - $1.83K
|
19
$2.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.55% |
$1.2K - $1.69K
|
2.18K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.2K - $1.69K
|
1.74K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$998 - $1.41K
|
17.6K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.48% |
$898 - $1.27K
|
1.9K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
9+ 0.08% |
$898 - $1.27K
|
11.7K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$898 - $1.27K
|
2.53K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $1.13K
|
18.6K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 2.69% |
$799 - $1.13K
|
305
$42.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$699 - $986
|
2.41K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.76% |
$699 - $986
|
932
$131K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.84% |
$599 - $845
|
723
$101K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.02% |
$599 - $845
|
26.3K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$499 - $704
|
854
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.62% |
$499 - $704
|
806
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.06% |
$499 - $704
|
8.94K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$2.66K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.12% |
$399 - $563
|
3.4K
$476K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.05% |
$299 - $423
|
5.77K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$299 - $423
|
2.21K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.04% |
$299 - $423
|
8.1K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.14K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$200 - $282
|
370
$51.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.57% |
$99.8 - $141
|
175
$24.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.02% |
$99.8 - $141
|
4.26K
$596K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.3MNew |
$2.16B - $2.72B
|
19.3M
$2.7B
|
|