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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.83K+ 11.66% |
$260K - $302K
|
27.1K
$3.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.83KNew |
$260K - $302K
|
2.83K
$372K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.83K+ 4.85% |
$260K - $302K
|
61.1K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$259K - $301K
|
2.81K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.81K+ 10.9% |
$259K - $300K
|
28.6K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.78K+ 0.47% |
$256K - $297K
|
588K
$77.4M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.78KNew |
$255K - $297K
|
2.78K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$254K - $295K
|
2.76K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.75K+ 37.08% |
$253K - $294K
|
10.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.74KNew |
$252K - $293K
|
2.74K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.69K+ 1.02% |
$248K - $288K
|
266K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.66K+ 4.83% |
$245K - $285K
|
57.8K
$7.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.66KNew |
$245K - $285K
|
2.66K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 4.45% |
$245K - $285K
|
62.4K
$8.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.63KNew |
$242K - $281K
|
2.63K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.63KNew |
$242K - $281K
|
2.63K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.61KNew |
$240K - $279K
|
2.61K
$343K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.6KNew |
$239K - $278K
|
2.6K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$238K - $277K
|
2.59K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.59K+ 0.32% |
$238K - $277K
|
809K
$107M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$238K - $276K
|
2.58K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.57K+ 54.7% |
$236K - $274K
|
7.25K
$955K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.54K+ 68.47% |
$234K - $272K
|
6.25K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 0.35% |
$230K - $267K
|
726K
$95.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.46KNew |
$227K - $264K
|
2.46K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.46KNew |
$227K - $263K
|
2.46K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.46KNew |
$226K - $263K
|
2.46K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.45K+ 0.95% |
$226K - $262K
|
261K
$34.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.44K+ 7.35% |
$224K - $260K
|
35.6K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.41KNew |
$222K - $257K
|
2.41K
$317K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
2.4KNew |
$221K - $257K
|
2.4K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.39KNew |
$220K - $255K
|
2.39K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.37K+ 1.58% |
$218K - $254K
|
153K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.36KNew |
$217K - $252K
|
2.36K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.36K+ 12.94% |
$217K - $252K
|
20.6K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.33K+ 20.76% |
$215K - $250K
|
13.6K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.33KNew |
$215K - $249K
|
2.33K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.32K+ 1.33% |
$214K - $248K
|
177K
$23.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.32KNew |
$213K - $248K
|
2.32K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 9.06% |
$213K - $248K
|
27.9K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.28K+ 4.91% |
$210K - $244K
|
48.7K
$6.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.28K+ 14.63% |
$210K - $244K
|
17.9K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.27K+ 75.22% |
$209K - $242K
|
5.28K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 14.7% |
$205K - $238K
|
17.4K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.22K+ 6.78% |
$204K - $237K
|
34.9K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.21KNew |
$203K - $236K
|
2.21K
$291K
|