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 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
89+ 1.11% |
$12.4K - $14.3K
|
8.09K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-200- 0.1% |
$27.8K - $32.2K
|
191K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-233- 1.53% |
$32.4K - $37.6K
|
15K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.61K- 6.76% |
$224K - $260K
|
22.3K
$3.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
14+ 0.23% |
$1.95K - $2.26K
|
6.17K
$984K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
353+ 2.07% |
$49.1K - $56.9K
|
17.4K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
136+ 3.36% |
$18.9K - $21.9K
|
4.18K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-514- 4.93% |
$71.5K - $82.8K
|
9.91K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
558+ 0.35% |
$77.6K - $89.9K
|
162K
$25.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.7KNew |
$376K - $435K
|
2.7K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
219+ 0.78% |
$30.5K - $35.3K
|
28.3K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
880New |
$122K - $142K
|
880
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.62K- 4.02% |
$225K - $260K
|
38.6K
$6.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
288+ 4.53% |
$40.1K - $46.4K
|
6.65K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.3KNew |
$180K - $209K
|
1.3K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
286+ 10.28% |
$39.8K - $46.1K
|
3.07K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 501.63% |
$429K - $497K
|
3.7K
$590K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
39.9K+ 366.4% |
$5.55M - $6.44M
|
50.8K
$8.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-650- 3.6% |
$90.4K - $105K
|
17.4K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.17K- 12.05% |
$580K - $672K
|
30.5K
$4.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-311- 21.19% |
$43.3K - $50.1K
|
1.16K
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
750+ 3.84% |
$104K - $121K
|
20.3K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 7.1% |
$16.3K - $18.9K
|
1.76K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-864- 16.01% |
$120K - $139K
|
4.53K
$723K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-195- 0.98% |
$27.1K - $31.4K
|
19.7K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-88- 1.9% |
$12.2K - $14.2K
|
4.53K
$723K
|
|
|
Nov 10, 2025
Q3 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-60- 4.06% |
$8.35K - $9.67K
|
1.42K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.42KNew |
$198K - $229K
|
1.42K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-94K- 28.75% |
$13.1M - $15.2M
|
233K
$37.1M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
443+ 10.74% |
$61.6K - $71.4K
|
4.57K
$728K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.01K- 18.03% |
$140K - $162K
|
4.58K
$730K
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.67% |
$69.5K - $80.6K
|
7K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-234- 3.73% |
$32.5K - $37.7K
|
6.04K
$964K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-19.4K- 3.43% |
$2.7M - $3.12M
|
546K
$87.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 1.0% |
$4.73K - $5.48K
|
3.45K
$550K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-39- 2.08% |
$5.42K - $6.29K
|
1.83K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
119+ 4.41% |
$16.6K - $19.2K
|
2.82K
$449K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-380- 14.4% |
$52.9K - $61.2K
|
2.26K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-89- 0.86% |
$12.4K - $14.3K
|
10.2K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5.2K- 15.8% |
$723K - $838K
|
27.7K
$4.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3+ 0.15% |
$417 - $483
|
1.94K
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.5K- 1.52% |
$1.59M - $1.85M
|
744K
$119M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
104+ 2.77% |
$14.5K - $16.8K
|
3.86K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-8.81K- 4.92% |
$1.23M - $1.42M
|
170K
$27.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
68.5K+ 2.95% |
$9.52M - $11M
|
2.39M
$380M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-197- 11.2% |
$27.4K - $31.7K
|
1.56K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.94K+ 15.24% |
$270K - $313K
|
14.7K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-433- 3.28% |
$60.2K - $69.8K
|
12.7K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.6K- 18.45% |
$1.89M - $2.19M
|
60.1K
$9.58M
|
|