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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
316+ 2.03% |
$44K - $50.9K
|
15.8K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
699+ 9.91% |
$97.2K - $113K
|
7.75K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 29.87% |
$151K - $175K
|
4.72K
$752K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
529+ 3.27% |
$73.6K - $85.3K
|
16.7K
$2.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.89K+ 116.74% |
$263K - $305K
|
3.51K
$560K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 1.23% |
$4.17K - $4.83K
|
2.48K
$395K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12- 0.04% |
$1.67K - $1.93K
|
27.4K
$4.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.42% |
$2.23K - $2.58K
|
3.84K
$611K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-4- 0.02% |
$556 - $645
|
24.4K
$3.89M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
1.4KNew |
$195K - $226K
|
1.4K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.39K+ 5.78% |
$472K - $547K
|
62K
$9.89M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.63K- 22.71% |
$1.34M - $1.55M
|
32.8K
$5.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
44+ 2.0% |
$6.12K - $7.09K
|
2.25K
$358K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.26K+ 59.05% |
$175K - $203K
|
3.39K
$541K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.52K+ 15.25% |
$212K - $246K
|
11.5K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-127- 0.73% |
$17.7K - $20.5K
|
17.3K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 17.88% |
$453K - $525K
|
21.5K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$19.8K - $22.9K
|
142
$22.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
134+ 4.15% |
$18.6K - $21.6K
|
3.36K
$536K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-842- 12.2% |
$117K - $136K
|
6.06K
$966K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.8K- 24.37% |
$668K - $774K
|
14.9K
$2.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-5.57K- 0.7% |
$775K - $898K
|
786K
$125M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 7.11% |
$173K - $200K
|
16.2K
$2.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
704+ 1.1% |
$97.9K - $113K
|
64.7K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.71K- 14.0% |
$377K - $437K
|
16.6K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.36KNew |
$1.16M - $1.35M
|
8.36K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 38.34% |
$215K - $249K
|
2.49K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
58+ 3.56% |
$8.07K - $9.35K
|
1.69K
$269K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36KNew |
$188K - $218K
|
1.36K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.52K- 60.58% |
$489K - $567K
|
2.29K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-139K- 29.69% |
$19.3M - $22.4M
|
329K
$52.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-20- 1.19% |
$2.78K - $3.22K
|
1.67K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-44.7K- 7.25% |
$6.22M - $7.2M
|
572K
$91.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-240- 1.91% |
$33.4K - $38.7K
|
12.4K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64+ 2.51% |
$8.9K - $10.3K
|
2.62K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 12.68% |
$348K - $403K
|
22.2K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$3.76K - $4.35K
|
2.59K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-652- 4.22% |
$90.7K - $105K
|
14.8K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
65+ 1.05% |
$9.04K - $10.5K
|
6.28K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
53+ 3.24% |
$7.37K - $8.54K
|
1.69K
$269K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-232- 7.0% |
$32.3K - $37.4K
|
3.08K
$492K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-255- 7.26% |
$35.5K - $41.1K
|
3.26K
$520K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7- 0.38% |
$974 - $1.13K
|
1.81K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.64% |
$3.34K - $3.87K
|
3.79K
$604K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29.4K+ 101244.83% |
$4.08M - $4.73M
|
29.4K
$4.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
24+ 0.45% |
$3.34K - $3.87K
|
5.35K
$853K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.82K- 24.94% |
$393K - $455K
|
8.49K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-87- 9.22% |
$12.1K - $14K
|
857
$137K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.22K+ 3.28% |
$309K - $357K
|
69.9K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.5K- 41.94% |
$1.46M - $1.7M
|
14.6K
$2.32M
|
|