Latest Institutional Transactions on Morgan Stanley (MS)
This table provides information on the latest institutional transactions involving Morgan Stanley (MS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-84- 6.29% |
$12.8K - $14.3K
|
1.25K
$199K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-66.5K- 8.61% |
$10.1M - $11.3M
|
705K
$112M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-200- 3.03% |
$30.4K - $34K
|
6.4K
$1.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
949+ 192.49% |
$144K - $161K
|
1.44K
$230K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
683+ 7.17% |
$104K - $116K
|
10.2K
$1.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-442- 8.58% |
$67.1K - $75.1K
|
4.71K
$751K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.98K+ 1410.76% |
$756K - $846K
|
5.33K
$850K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.31K+ 17.94% |
$502K - $562K
|
21.7K
$3.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
392+ 11.31% |
$59.5K - $66.6K
|
3.86K
$615K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-114- 16.72% |
$17.3K - $19.4K
|
568
$90.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
BUY
|
- |
880+ 11.44% |
$134K - $150K
|
8.57K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.19KNew |
$180K - $202K
|
1.19K
$189K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-4.02K- 6.2% |
$610K - $683K
|
60.8K
$9.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.1K- 5.4% |
$320K - $358K
|
36.9K
$5.88M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
45+ 18.29% |
$6.83K - $7.65K
|
291
$46.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-981- 9.85% |
$149K - $167K
|
8.98K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
15+ 25.86% |
$2.28K - $2.55K
|
73
$11.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
82+ 1.68% |
$12.5K - $13.9K
|
4.98K
$793K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.15KNew |
$175K - $195K
|
1.15K
$183K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23+ 0.91% |
$3.49K - $3.91K
|
2.55K
$406K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
164+ 6.53% |
$24.9K - $27.9K
|
2.68K
$427K
|
|
|
Jan 21, 2026
Q4 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.62% |
$759 - $850
|
815
$130K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
506+ 6.73% |
$76.8K - $86K
|
8.02K
$1.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-182- 0.93% |
$27.6K - $30.9K
|
19.4K
$3.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 3.36% |
$3.95K - $4.42K
|
799
$127K
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-393- 2.19% |
$59.7K - $66.8K
|
17.5K
$2.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-15K- 11.36% |
$2.28M - $2.55M
|
117K
$18.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
BUY
|
- |
1.23KNew |
$187K - $210K
|
1.23K
$197K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.4K+ 84.23% |
$364K - $408K
|
5.25K
$837K
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
468+ 15.74% |
$71.1K - $79.5K
|
3.44K
$549K
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-704- 20.84% |
$107K - $120K
|
2.67K
$426K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
67New |
$10.2K - $11.4K
|
67
$10.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
160+ 0.63% |
$24.3K - $27.2K
|
25.4K
$4.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Asio Capital, LLC
|
SELL
|
- |
-380- 1.7% |
$57.7K - $64.6K
|
22K
$3.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-308- 1.11% |
$46.8K - $52.3K
|
27.6K
$4.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.19KNew |
$180K - $202K
|
1.19K
$189K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.68K- 4.93% |
$1.17M - $1.31M
|
148K
$23.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-16- 1.09% |
$2.43K - $2.72K
|
1.45K
$231K
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
3.2KNew |
$486K - $544K
|
3.2K
$510K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 5.26% |
$607 - $680
|
80
$12.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-971- 18.81% |
$147K - $165K
|
4.19K
$668K
|
|
|
Jan 21, 2026
Q4 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
61+ 0.24% |
$9.26K - $10.4K
|
25.1K
$4M
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.15% |
$1.06K - $1.19K
|
4.65K
$741K
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
17+ 6.75% |
$2.58K - $2.89K
|
269
$42.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-582- 3.83% |
$88.4K - $98.9K
|
14.6K
$2.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.15KNew |
$175K - $196K
|
1.15K
$184K
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.38KNew |
$210K - $235K
|
1.38K
$221K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
63+ 17.95% |
$9.57K - $10.7K
|
414
$66K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-639- 1.85% |
$97K - $109K
|
33.9K
$5.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$15.2K - $17K
|
100
$15.9K
|
|