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
|
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
|
|
|
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
|
|