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
|
Advisory Alpha, LLC
|
BUY
|
- |
2.24K+ 51.2% |
$311K - $361K
|
6.61K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
53New |
$7.37K - $8.54K
|
53
$8.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
194+ 12.27% |
$27K - $31.3K
|
1.78K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
950+ 23.71% |
$132K - $153K
|
4.96K
$790K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.08K- 1.66% |
$707K - $819K
|
300K
$47.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.61KNew |
$362K - $420K
|
2.61K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.84K- 5.42% |
$256K - $297K
|
32.1K
$5.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-135- 0.89% |
$18.8K - $21.8K
|
15K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.18% |
$417 - $483
|
1.65K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-53- 0.94% |
$7.37K - $8.54K
|
5.6K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.04K- 20.55% |
$284K - $329K
|
7.89K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
75New |
$10.4K - $12.1K
|
75
$12K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-787- 29.62% |
$109K - $127K
|
1.87K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
236+ 3.66% |
$32.8K - $38K
|
6.69K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15.5K- 11.09% |
$2.15M - $2.5M
|
124K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3+ 0.15% |
$417 - $483
|
1.98K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 5.72% |
$1.87M - $2.17M
|
248K
$39.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
293+ 2.39% |
$40.8K - $47.2K
|
12.5K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.44K- 2.02% |
$618K - $716K
|
215K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
205+ 1.0% |
$28.5K - $33K
|
20.8K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-2.99K- 44.72% |
$416K - $482K
|
3.69K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.98K+ 4.65% |
$554K - $642K
|
89.6K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.15M+ 37.42% |
$160M - $185M
|
4.22M
$673M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-450K- 40.65% |
$62.5M - $72.5M
|
656K
$105M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-356- 7.63% |
$49.5K - $57.4K
|
4.31K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-81.2K- 22.57% |
$11.3M - $13.1M
|
279K
$44.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.63K- 23.2% |
$644K - $746K
|
15.3K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-350- 16.44% |
$48.7K - $56.4K
|
1.78K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-34.7K- 85.47% |
$4.83M - $5.6M
|
5.9K
$941K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
50.7KNew |
$7.05M - $8.17M
|
50.7K
$8.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
368+ 9.81% |
$51.2K - $59.3K
|
4.12K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.94K+ 6.51% |
$687K - $796K
|
80.8K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
5.5KNew |
$765K - $886K
|
5.5K
$877K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.33KNew |
$184K - $214K
|
1.33K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 0.65% |
$49.7K - $57.5K
|
55K
$8.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
718+ 0.16% |
$99.9K - $116K
|
454K
$72.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$4.31K - $5K
|
4.55K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-15- 0.34% |
$2.09K - $2.42K
|
4.36K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.63KNew |
$227K - $263K
|
1.63K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 0.09% |
$695 - $806
|
5.44K
$867K
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-46- 2.49% |
$6.4K - $7.41K
|
1.8K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.56K+ 47.98% |
$495K - $573K
|
11K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
28.5K+ 118.29% |
$3.96M - $4.59M
|
52.6K
$8.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-115- 0.68% |
$16K - $18.5K
|
16.9K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
166+ 10.33% |
$23.1K - $26.8K
|
1.77K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
249+ 13.83% |
$34.6K - $40.1K
|
2.05K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.65K+ 12.88% |
$646K - $749K
|
40.7K
$6.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
355K+ 3.79% |
$49.4M - $57.2M
|
9.71M
$1.55B
|
|