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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.64K+ 30.1% |
$1.06M - $1.23M
|
33K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
CALL |
1.3KNew |
$181K - $210K
|
1.3K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.5K- 2.18% |
$3.27M - $3.79M
|
1.06M
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-725- 7.95% |
$101K - $117K
|
8.4K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
424+ 5.16% |
$59K - $68.3K
|
8.64K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.12K+ 5.73% |
$574K - $665K
|
76.1K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-294- 11.27% |
$40.9K - $47.4K
|
2.32K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.27K- 14.06% |
$316K - $366K
|
13.9K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.23% |
$139 - $161
|
428
$68.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
99.3K+ 109.02% |
$13.8M - $16M
|
190K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-303- 18.5% |
$42.1K - $48.8K
|
1.34K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
6.45K+ 11.52% |
$896K - $1.04M
|
62.4K
$9.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
65New |
$9.04K - $10.5K
|
65
$10.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.15K+ 9.51% |
$160K - $185K
|
13.2K
$2.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$15.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-71- 1.07% |
$9.88K - $11.4K
|
6.57K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.22KNew |
$447K - $518K
|
3.22K
$513K
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.42KNew |
$336K - $390K
|
2.42K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-70- 1.59% |
$9.74K - $11.3K
|
4.33K
$690K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-46- 1.92% |
$6.4K - $7.41K
|
2.35K
$375K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
168KNew |
$23.3M - $27M
|
168K
$26.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-776- 4.32% |
$108K - $125K
|
17.2K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.94K+ 1.11% |
$687K - $796K
|
450K
$71.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-445K- 16.74% |
$62M - $71.8M
|
2.22M
$353M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
121K+ 22.38% |
$16.8M - $19.5M
|
660K
$105M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.04% |
$13.9K - $16.1K
|
260K
$41.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-7- 5.51% |
$974 - $1.13K
|
120
$19.1K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-168- 1.06% |
$23.4K - $27.1K
|
15.7K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
798+ 21.02% |
$111K - $129K
|
4.6K
$733K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-79- 3.35% |
$11K - $12.7K
|
2.28K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.62K- 2.23% |
$225K - $261K
|
71.2K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-32- 0.17% |
$4.45K - $5.16K
|
18.5K
$2.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-138- 5.46% |
$19.2K - $22.2K
|
2.39K
$381K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.44K+ 8.97% |
$200K - $232K
|
17.5K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-876- 2.68% |
$122K - $141K
|
31.8K
$5.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-447- 7.31% |
$62.2K - $72K
|
5.67K
$904K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$3.52M - $4.08M
|
227K
$36.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.34KNew |
$187K - $216K
|
1.34K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-299K- 2.72% |
$41.6M - $48.2M
|
10.7M
$1.7B
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 3.76% |
$234K - $272K
|
43.1K
$6.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
159+ 0.88% |
$22.1K - $25.6K
|
18.1K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.69K+ 41.12% |
$1.35M - $1.56M
|
33.3K
$5.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.42K- 4.67% |
$198K - $229K
|
29K
$4.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
71+ 7.29% |
$9.88K - $11.4K
|
1.05K
$167K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-1- 0.06% |
$139 - $161
|
1.71K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
2.03KNew |
$283K - $328K
|
2.03K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
25+ 1.1% |
$3.48K - $4.03K
|
2.3K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.3% |
$695 - $806
|
1.65K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 7.08% |
$365K - $423K
|
39.7K
$6.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.47K- 4.96% |
$343K - $398K
|
47.3K
$7.54M
|
|