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
|
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
|
|
|
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
|
|