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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 2.76% |
$197K - $228K
|
52.6K
$8.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-107K- 16.8% |
$14.9M - $17.2M
|
529K
$84.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.28K+ 16.02% |
$178K - $206K
|
9.25K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.45K- 16.56% |
$1.31M - $1.52M
|
47.6K
$7.6M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.23K+ 22.03% |
$171K - $198K
|
6.8K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-226- 9.48% |
$31.4K - $36.4K
|
2.16K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
204+ 2.8% |
$28.4K - $32.9K
|
7.49K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.01K+ 38.84% |
$141K - $163K
|
3.63K
$578K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-185- 87.26% |
$25.7K - $29.8K
|
27
$4.31K
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
54+ 0.63% |
$7.51K - $8.7K
|
8.59K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-154- 2.79% |
$21.4K - $24.8K
|
5.37K
$857K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10+ 1.51% |
$1.39K - $1.61K
|
671
$107K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15+ 0.07% |
$2.09K - $2.42K
|
20.7K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 9.57% |
$25.5K - $29.5K
|
2.1K
$334K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
52+ 19.85% |
$7.23K - $8.38K
|
314
$50.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.51K- 33.08% |
$210K - $243K
|
3.05K
$486K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
187K+ 8.28% |
$26M - $30.1M
|
2.44M
$389M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-214- 6.71% |
$29.8K - $34.5K
|
2.97K
$474K
|
|
|
Nov 07, 2025
Q3 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-3.53K- 0.92% |
$491K - $569K
|
379K
$60.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-240- 7.44% |
$33.4K - $38.7K
|
2.99K
$476K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 15.38% |
$556 - $645
|
30
$4.78K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
16.3K+ 4.01% |
$2.27M - $2.63M
|
423K
$67.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17M- 3.02% |
$162M - $188M
|
37.4M
$5.97B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.43KNew |
$477K - $553K
|
3.43K
$547K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$1.53K - $1.77K
|
5.11K
$814K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.93K+ 46.75% |
$268K - $311K
|
6.05K
$965K
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.99K- 15.65% |
$834K - $966K
|
32.3K
$5.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-469- 14.02% |
$65.2K - $75.6K
|
2.88K
$459K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
18.3K+ 1.21% |
$2.55M - $2.95M
|
1.53M
$244M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-740- 1.88% |
$103K - $119K
|
38.7K
$6.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.16% |
$4.17K - $4.83K
|
18.4K
$2.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-481- 19.75% |
$66.9K - $77.5K
|
1.95K
$312K
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-30K- 80.0% |
$4.17M - $4.83M
|
7.5K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-767K- 0.64% |
$107M - $124M
|
118M
$18.9B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.14% |
$556 - $645
|
2.95K
$470K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
50.2K+ 48.74% |
$6.98M - $8.09M
|
153K
$24.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$3.06K - $3.55K
|
4.55K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
176+ 57.14% |
$24.5K - $28.4K
|
484
$77.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.94K- 9.96% |
$687K - $796K
|
44.6K
$7.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.06K- 2.56% |
$982K - $1.14M
|
268K
$42.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
437+ 28.98% |
$60.8K - $70.4K
|
1.95K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
428+ 21.38% |
$59.5K - $69K
|
2.43K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$190K - $220K
|
1.37K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.31KNew |
$182K - $210K
|
1.31K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.39KNew |
$193K - $223K
|
1.39K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
BUY
|
- |
12.6KNew |
$1.76M - $2.04M
|
12.6K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
70+ 4.1% |
$9.74K - $11.3K
|
1.78K
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
63+ 2.06% |
$8.76K - $10.2K
|
3.12K
$497K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$139 - $161
|
69.2K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.8K- 85.87% |
$2.06M - $2.39M
|
2.44K
$389K
|
|