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 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 5.45% |
$399K - $447K
|
50.9K
$8.11M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 1.78% |
$4.71K - $5.27K
|
1.71K
$273K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.67K- 4.43% |
$405K - $453K
|
57.6K
$9.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
69.1K+ 29.99% |
$10.5M - $11.7M
|
300K
$47.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.44K- 0.94% |
$218K - $244K
|
151K
$24.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
58+ 3.39% |
$8.81K - $9.86K
|
1.77K
$282K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
196+ 1.19% |
$29.8K - $33.3K
|
16.7K
$2.66M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-506- 2.01% |
$76.8K - $86K
|
24.6K
$3.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
15.9KNew |
$2.42M - $2.71M
|
15.9K
$2.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-618- 5.92% |
$93.8K - $105K
|
9.82K
$1.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 4.09% |
$159K - $178K
|
24.6K
$3.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
14+ 0.65% |
$2.13K - $2.38K
|
2.18K
$347K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-123- 5.88% |
$18.7K - $20.9K
|
1.97K
$314K
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-80- 1.75% |
$12.1K - $13.6K
|
4.48K
$714K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70+ 2.05% |
$10.6K - $11.9K
|
3.49K
$556K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
314+ 1.03% |
$47.7K - $53.4K
|
30.9K
$4.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 13.33% |
$607 - $680
|
34
$5.42K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
67.6K+ 7.53% |
$10.3M - $11.5M
|
965K
$154M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
4.81K+ 11.24% |
$731K - $817K
|
47.6K
$7.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.32KNew |
$656K - $734K
|
4.32K
$688K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-616- 4.33% |
$93.5K - $105K
|
13.6K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.73K- 2.23% |
$262K - $294K
|
75.8K
$12.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
49+ 3.67% |
$7.44K - $8.33K
|
1.38K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-935- 0.51% |
$142K - $159K
|
183K
$29.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.41K- 0.86% |
$1.28M - $1.43M
|
971K
$155M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 10.84% |
$166K - $186K
|
11.2K
$1.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-164- 2.16% |
$24.9K - $27.9K
|
7.41K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.43% |
$1.06K - $1.19K
|
1.65K
$262K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 3.72% |
$9.42K - $10.5K
|
1.73K
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
169+ 2.91% |
$25.7K - $28.7K
|
5.97K
$951K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.31K- 2.17% |
$1.11M - $1.24M
|
330K
$52.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.95K- 27.68% |
$297K - $332K
|
5.1K
$814K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 3.26% |
$1.37K - $1.53K
|
267
$42.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.59% |
$607 - $680
|
681
$109K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 1.35% |
$2.89K - $3.23K
|
1.42K
$227K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
79+ 2.88% |
$12K - $13.4K
|
2.82K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.75K+ 7.79% |
$266K - $298K
|
24.2K
$3.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
176+ 6.95% |
$26.7K - $29.9K
|
2.71K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-25- 0.43% |
$3.8K - $4.25K
|
5.85K
$932K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-19- 1.0% |
$2.89K - $3.23K
|
1.88K
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$223K - $249K
|
1.47K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.28KNew |
$194K - $217K
|
1.28K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-192- 2.46% |
$29.2K - $32.6K
|
7.62K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.0% |
$152 - $170
|
33.9K
$5.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$568K - $635K
|
3.74K
$596K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-145- 1.82% |
$22K - $24.6K
|
7.8K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 47.06% |
$6.07K - $6.8K
|
125
$19.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-104- 2.68% |
$15.8K - $17.7K
|
3.78K
$602K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 2.35% |
$10.6K - $11.9K
|
3.05K
$486K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$213K - $238K
|
1.4K
$224K
|
|