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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-609- 1.24% |
$63.6K - $82.2K
|
48.5K
$6.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.26K- 14.46% |
$131K - $170K
|
7.43K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.98% |
$2.82K - $3.64K
|
2.79K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
44.5K+ 10.1% |
$4.64M - $6M
|
484K
$66.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.2KNew |
$438K - $567K
|
4.2K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
10.1K+ 410.92% |
$1.06M - $1.37M
|
12.6K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
130+ 2.85% |
$13.6K - $17.5K
|
4.69K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
24.5K+ 77.49% |
$2.56M - $3.3M
|
56.1K
$7.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 67.82% |
$346K - $447K
|
8.2K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-458- 4.01% |
$47.8K - $61.8K
|
11K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-12.8K- 65.55% |
$1.34M - $1.73M
|
6.75K
$926K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
150+ 1.36% |
$15.7K - $20.2K
|
11.2K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-323- 1.85% |
$33.7K - $43.6K
|
17.1K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$10.4K - $13.5K
|
100
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 3.59% |
$73.1K - $94.5K
|
18.8K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
39KNew |
$4.07M - $5.27M
|
39K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
71.7K+ 46.14% |
$7.49M - $9.68M
|
227K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
214+ 1.4% |
$22.3K - $28.9K
|
15.5K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.18K- 1.36% |
$123K - $159K
|
85.6K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-52- 0.97% |
$5.43K - $7.02K
|
5.3K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-394- 13.25% |
$41.1K - $53.2K
|
2.58K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.69KNew |
$176K - $228K
|
1.69K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-75.8K- 8.71% |
$7.91M - $10.2M
|
794K
$109M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-7.8K- 6.29% |
$814K - $1.05M
|
116K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-380- 1.48% |
$39.7K - $51.3K
|
25.2K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
59+ 0.78% |
$6.16K - $7.96K
|
7.62K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2K- 8.66% |
$230K - $297K
|
23.2K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
131+ 0.77% |
$13.7K - $17.7K
|
17.2K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-62- 2.1% |
$6.47K - $8.37K
|
2.89K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-379- 7.09% |
$39.6K - $51.2K
|
4.97K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.16K- 64.48% |
$539K - $696K
|
2.84K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.6KNew |
$167K - $216K
|
1.6K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-13.4K- 11.8% |
$1.4M - $1.8M
|
99.9K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.33% |
$731 - $945
|
2.08K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.56K- 3.35% |
$267K - $346K
|
74K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
409+ 8.32% |
$42.7K - $55.2K
|
5.33K
$731K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-159- 6.82% |
$16.6K - $21.5K
|
2.17K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-242- 4.55% |
$25.3K - $32.7K
|
5.07K
$696K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-1.06K- 3.97% |
$111K - $143K
|
25.7K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-731- 6.45% |
$76.3K - $98.7K
|
10.6K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.45K- 10.38% |
$361K - $466K
|
29.8K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.01K- 31.36% |
$105K - $136K
|
2.2K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-39.8K- 5.38% |
$4.16M - $5.37M
|
699K
$95.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$522 - $675
|
5
$686
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$313 - $405
|
5.11K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
476+ 4.87% |
$49.7K - $64.3K
|
10.2K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 16.44% |
$111K - $144K
|
5.42K
$744K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
101+ 0.82% |
$10.5K - $13.6K
|
12.4K
$1.7M
|