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 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.53KNew |
$264K - $341K
|
2.53K
$348K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-2.68K- 4.04% |
$280K - $362K
|
63.6K
$8.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.71% |
$522 - $675
|
713
$98.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.26K- 7.12% |
$236K - $305K
|
29.5K
$4.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$66.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$4.45M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-320- 3.43% |
$33.4K - $43.2K
|
9K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-556- 3.86% |
$58.1K - $75.1K
|
13.9K
$1.91M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 2.27% |
$52.2K - $67.5K
|
21.5K
$2.96M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-105- 2.89% |
$11K - $14.2K
|
3.53K
$486K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 1.93% |
$4.49K - $5.8K
|
2.27K
$312K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84K+ 9.06% |
$192K - $248K
|
22.2K
$3.05M
|
|
| Q3 2024 | |||||||
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 24.75% |
$55.2K - $64.2K
|
1.82K
$251K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.6M- 17.34% |
$792M - $920M
|
41M
$5.65B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-940- 3.03% |
$86.5K - $101K
|
30.1K
$4.14M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-100- 0.63% |
$9.21K - $10.7K
|
15.9K
$2.18M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
6.15KNew |
$566K - $658K
|
6.15K
$847K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-67.9K- 6.76% |
$6.25M - $7.27M
|
937K
$129M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.52K- 6.17% |
$232K - $269K
|
38.3K
$5.28M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
7KNew |
$644K - $749K
|
7K
$965K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6K+ 20.48% |
$552K - $642K
|
35.3K
$4.87M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-97- 4.21% |
$8.93K - $10.4K
|
2.21K
$304K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.82K- 1.04% |
$168K - $195K
|
173K
$23.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
19+ 0.12% |
$1.75K - $2.03K
|
16.2K
$2.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55+ 2.22% |
$5.06K - $5.88K
|
2.54K
$350K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-176K- 92.11% |
$16.2M - $18.8M
|
15.1K
$2.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
172KNew |
$15.8M - $18.4M
|
172K
$23.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
65+ 1.64% |
$5.98K - $6.95K
|
4.03K
$556K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.5K+ 474.29% |
$1.61M - $1.87M
|
21.1K
$2.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-193- 2.42% |
$17.8K - $20.6K
|
7.79K
$1.07M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
655+ 1.91% |
$60.3K - $70.1K
|
35K
$4.83M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24- 0.35% |
$2.21K - $2.57K
|
6.76K
$932K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 17.86% |
$921 - $1.07K
|
46
$6.34K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.82K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-187- 2.73% |
$17.2K - $20K
|
6.66K
$918K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-232- 3.12% |
$21.4K - $24.8K
|
7.21K
$994K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-21.1K- 4.21% |
$1.94M - $2.26M
|
480K
$66.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-116- 3.65% |
$10.7K - $12.4K
|
3.07K
$422K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.9K+ 96.59% |
$1.55M - $1.8M
|
34.3K
$4.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.32KNew |
$213K - $248K
|
2.32K
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.1K- 2.11% |
$1.67M - $1.94M
|
843K
$116M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-4- 2.78% |
$368 - $428
|
140
$19.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.2K+ 15.21% |
$3.52M - $4.09M
|
289K
$39.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 2.77% |
$9.02K - $10.5K
|
3.64K
$502K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.5K- 81.59% |
$1.52M - $1.76M
|
3.71K
$512K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-8.08K- 9.11% |
$744K - $864K
|
80.6K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
371+ 3.97% |
$34.2K - $39.7K
|
9.71K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.21K- 0.63% |
$387K - $450K
|
668K
$92M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-864- 1.53% |
$79.5K - $92.4K
|
55.5K
$7.65M
|
|