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 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-531- 6.73% |
$55.4K - $71.7K
|
7.36K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 0.85% |
$35.2K - $45.5K
|
39.8K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-675K- 29.79% |
$70.5M - $91.2M
|
1.59M
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.7K+ 1.99% |
$1.53M - $1.98M
|
755K
$82.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
13.3KNew |
$1.39M - $1.79M
|
13.3K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10K+ 3.47% |
$1.05M - $1.36M
|
299K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.5K+ 86.26% |
$3.81M - $4.93M
|
78.8K
$8.6M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-11.8K- 2.47% |
$1.23M - $1.59M
|
465K
$50.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.09K+ 47.0% |
$323K - $417K
|
9.66K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32K+ 4.6% |
$3.34M - $4.31M
|
727K
$79.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
659+ 13.82% |
$68.8K - $89K
|
5.43K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 2.38% |
$19.5K - $25.2K
|
7.65K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.79K- 0.36% |
$605K - $782K
|
1.6M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
152+ 5.33% |
$15.9K - $20.5K
|
3.01K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.18K+ 2.76% |
$332K - $429K
|
118K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
222K+ 20.59% |
$23.2M - $30M
|
1.3M
$142M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.06K- 18.1% |
$111K - $143K
|
4.8K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-144K- 30.03% |
$15.1M - $19.5M
|
336K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9.2K- 40.79% |
$960K - $1.24M
|
13.4K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.63KNew |
$171K - $220K
|
1.63K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
125+ 2.9% |
$13.1K - $16.9K
|
4.43K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.65KNew |
$172K - $223K
|
1.65K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-133- 3.99% |
$13.9K - $18K
|
3.2K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.57K- 23.28% |
$164K - $212K
|
5.19K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.65K- 7.49% |
$381K - $492K
|
45.1K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
302New |
$31.5K - $40.8K
|
302
$33K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
228New |
$23.8K - $30.8K
|
228
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.22KNew |
$336K - $434K
|
3.22K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
51KNew |
$5.33M - $6.88M
|
51K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
27.6KNew |
$2.88M - $3.73M
|
27.6K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$245K - $316K
|
2.34K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
93.4KNew |
$9.75M - $12.6M
|
93.4K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-7.93K- 3.78% |
$828K - $1.07M
|
202K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.37K- 11.51% |
$247K - $319K
|
18.2K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
26.4K+ 11.02% |
$2.75M - $3.56M
|
266K
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$197K - $254K
|
1.88K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.53K- 1.68% |
$264K - $341K
|
148K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.37K+ 10.73% |
$248K - $320K
|
24.5K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
68+ 1.04% |
$7.1K - $9.18K
|
6.6K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
258K+ 11.82% |
$26.9M - $34.8M
|
2.44M
$266M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 11.14% |
$2M - $2.59M
|
191K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.4K+ 2670.72% |
$5.37M - $6.94M
|
53.4K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
54+ 2.63% |
$5.64K - $7.29K
|
2.11K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-197- 3.98% |
$20.6K - $26.6K
|
4.76K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.18K+ 91.73% |
$436K - $564K
|
8.74K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-57- 0.25% |
$5.95K - $7.69K
|
22.5K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-839- 21.58% |
$87.6K - $113K
|
3.05K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.26K- 26.49% |
$654K - $845K
|
17.4K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.85K+ 78.89% |
$193K - $250K
|
4.2K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-264- 48.44% |
$27.6K - $35.6K
|
281
$30.7K
|