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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
23.6K+ 254.55% |
$3.29M - $3.81M
|
32.9K
$5.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.46K+ 1.0% |
$203K - $235K
|
147K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 5.26% |
$139 - $161
|
20
$3.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-13.6K- 85.71% |
$1.89M - $2.19M
|
2.27K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.92K- 0.77% |
$266K - $309K
|
245K
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.34K+ 3.9% |
$465K - $538K
|
88.9K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37+ 2.05% |
$5.15K - $5.96K
|
1.84K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 7.25% |
$4.87K - $5.64K
|
518
$82.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$344K - $398K
|
2.47K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.57% |
$139 - $161
|
176
$28.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$6.86K
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
800+ 9.88% |
$111K - $129K
|
8.9K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
15.4KNew |
$2.14M - $2.48M
|
15.4K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-162- 84.38% |
$22.5K - $26.1K
|
30
$4.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.44KNew |
$201K - $233K
|
1.44K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
797+ 19.94% |
$111K - $128K
|
4.79K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.26K- 30.83% |
$175K - $202K
|
2.82K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
61+ 1.05% |
$8.48K - $9.83K
|
5.84K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.05K- 0.68% |
$145K - $168K
|
153K
$24.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-26.6K- 5.01% |
$3.7M - $4.28M
|
504K
$80.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-19.7K- 10.83% |
$2.75M - $3.18M
|
163K
$25.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
64.3K+ 2.8% |
$8.94M - $10.4M
|
2.36M
$376M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-32- 0.63% |
$4.45K - $5.16K
|
5.01K
$799K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 5.9% |
$13.5K - $15.6K
|
1.74K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19+ 0.76% |
$2.64K - $3.06K
|
2.52K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-20- 3.85% |
$2.78K - $3.22K
|
500
$79.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 4.14% |
$204K - $237K
|
34K
$5.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 11.33% |
$2.54M - $2.94M
|
143K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
260+ 2.38% |
$36.2K - $41.9K
|
11.2K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
420+ 4.33% |
$58.4K - $67.7K
|
10.1K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.25K+ 4.47% |
$591K - $684K
|
99.3K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
6.45K+ 103.13% |
$897K - $1.04M
|
12.7K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
96+ 3.98% |
$13.4K - $15.5K
|
2.51K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.48K- 1.31% |
$205K - $238K
|
111K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-68- 8.59% |
$9.46K - $11K
|
724
$115K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.01K- 2.89% |
$558K - $647K
|
135K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
449K+ 1.87% |
$62.4M - $72.4M
|
24.5M
$3.91B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38.5K+ 69.42% |
$5.35M - $6.2M
|
94K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-17.6K- 50.66% |
$2.44M - $2.83M
|
17.1K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
418+ 6.51% |
$58.1K - $67.4K
|
6.84K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
80+ 1.5% |
$11.1K - $12.9K
|
5.43K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
950+ 6.58% |
$132K - $153K
|
15.4K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.9K+ 10.73% |
$2.08M - $2.41M
|
154K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-98- 2.11% |
$13.6K - $15.8K
|
4.55K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-80- 2.74% |
$11.1K - $12.9K
|
2.84K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.22K- 0.78% |
$1.28M - $1.49M
|
1.17M
$186M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-82K- 7.48% |
$11.4M - $13.2M
|
1.01M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-189K- 17.24% |
$26.3M - $30.4M
|
906K
$145M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-307K- 36.57% |
$42.8M - $49.5M
|
533K
$85M
|
|