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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.29K+ 1.67% |
$395K - $459K
|
262K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.29K+ 12.86% |
$395K - $459K
|
37.6K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.27KNew |
$394K - $457K
|
4.27K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.25K+ 184.3% |
$391K - $454K
|
6.55K
$883K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.14K+ 13.04% |
$381K - $443K
|
35.9K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
4.09KNew |
$376K - $437K
|
4.09K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4K+ 4.72% |
$368K - $428K
|
88.8K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.83% |
$367K - $426K
|
145K
$19.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.97K+ 4.38% |
$365K - $424K
|
94.5K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.87K+ 54.51% |
$356K - $414K
|
11K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.86K+ 4.33% |
$355K - $412K
|
92.9K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.82K+ 3.62% |
$352K - $409K
|
109K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 5.74% |
$346K - $402K
|
69.2K
$9.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.74K+ 35.6% |
$345K - $400K
|
14.3K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.71K+ 11.23% |
$341K - $397K
|
36.7K
$4.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.65K+ 8.14% |
$336K - $391K
|
48.5K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.62K+ 3.95% |
$333K - $387K
|
95.1K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.54% |
$328K - $381K
|
50.8K
$6.84M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.55K+ 39.98% |
$327K - $380K
|
12.4K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.52K+ 2.4% |
$324K - $376K
|
150K
$20.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.52KNew |
$324K - $376K
|
3.52K
$474K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.45K+ 23.31% |
$317K - $369K
|
18.2K
$2.46M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.43K+ 109.0% |
$316K - $367K
|
6.57K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42K+ 30.58% |
$315K - $366K
|
14.6K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.41K+ 30.55% |
$314K - $365K
|
14.6K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41K+ 3.26% |
$314K - $364K
|
108K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.41K+ 2.35% |
$313K - $364K
|
149K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.4KNew |
$313K - $363K
|
3.4K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.38K+ 24.54% |
$311K - $361K
|
17.1K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$308K - $358K
|
3.35K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33K+ 9.22% |
$307K - $356K
|
39.5K
$5.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.32K+ 59.28% |
$305K - $355K
|
8.91K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.31K+ 4.19% |
$305K - $354K
|
82.3K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.26K+ 0.88% |
$300K - $349K
|
375K
$50.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.1KNew |
$285K - $331K
|
3.1K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.09KNew |
$284K - $330K
|
3.09K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 12.42% |
$280K - $325K
|
27.5K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3KNew |
$276K - $321K
|
3K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
3K+ 31.58% |
$276K - $321K
|
12.5K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$274K - $318K
|
2.97K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$272K - $316K
|
2.95K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.95K+ 6.35% |
$272K - $316K
|
49.4K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.95K+ 44.54% |
$271K - $315K
|
9.56K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.94K+ 14.29% |
$270K - $314K
|
23.5K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.88KNew |
$265K - $308K
|
2.88K
$388K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.84K+ 1.0% |
$261K - $304K
|
286K
$38.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.83K+ 0.88% |
$261K - $303K
|
324K
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.83K+ 11.66% |
$260K - $302K
|
27.1K
$3.65M
|