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 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.88K+ 3.87% |
$817K - $947K
|
158K
$25.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
989+ 43.0% |
$138K - $159K
|
3.29K
$524K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-45- 0.64% |
$6.26K - $7.25K
|
7K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2K+ 40.0% |
$278K - $322K
|
7K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
68+ 0.68% |
$9.46K - $11K
|
10K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-100- 1.15% |
$13.9K - $16.1K
|
8.56K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
436+ 0.9% |
$60.6K - $70.3K
|
48.7K
$7.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.75K- 5.52% |
$1.22M - $1.41M
|
150K
$23.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-8.02K- 70.4% |
$1.12M - $1.29M
|
3.37K
$538K
|
|
|
Nov 06, 2025
Q3 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-910- 2.52% |
$127K - $147K
|
35.2K
$5.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350+ 1.04% |
$48.7K - $56.4K
|
34.1K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-448- 9.14% |
$62.3K - $72.2K
|
4.45K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-183- 4.26% |
$25.5K - $29.5K
|
4.11K
$655K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-51- 17.53% |
$7.09K - $8.22K
|
240
$38.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
70.5KNew |
$9.81M - $11.4M
|
70.5K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.2K+ 18.34% |
$3.51M - $4.06M
|
163K
$25.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.75K+ 11.79% |
$800K - $927K
|
54.5K
$8.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-2.93K- 4.9% |
$407K - $472K
|
56.8K
$9.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.4K+ 1.8% |
$194K - $225K
|
79K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-55.3K- 9.36% |
$7.7M - $8.92M
|
536K
$85.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.2K- 1.11% |
$3.51M - $4.07M
|
2.24M
$357M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
302+ 3.92% |
$42K - $48.7K
|
8.01K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.46K+ 10.72% |
$342K - $396K
|
25.4K
$4.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-145- 0.71% |
$20.2K - $23.4K
|
20.3K
$3.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.82K+ 20.13% |
$392K - $454K
|
16.8K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.1K- 15.79% |
$3.21M - $3.72M
|
123K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.44% |
$974 - $1.13K
|
1.6K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-18.7K- 30.58% |
$2.6M - $3.01M
|
42.4K
$6.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
115+ 1.77% |
$16K - $18.5K
|
6.6K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-29- 0.83% |
$4.03K - $4.67K
|
3.47K
$553K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
12.1K+ 100.55% |
$1.69M - $1.96M
|
24.2K
$3.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.79K- 22.17% |
$388K - $450K
|
9.8K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.41KNew |
$197K - $228K
|
1.41K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-91- 16.91% |
$12.7K - $14.7K
|
447
$71.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.16K- 4.82% |
$1.13M - $1.31M
|
161K
$25.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.62K- 4.69% |
$365K - $423K
|
53.3K
$8.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 13.3% |
$1.59M - $1.84M
|
74.4K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.36K+ 2.89% |
$1.02M - $1.19M
|
262K
$41.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
107New |
$14.9K - $17.2K
|
107
$17.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-202- 2.13% |
$28.1K - $32.6K
|
9.28K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
38.4K+ 21.93% |
$5.34M - $6.19M
|
214K
$34M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.03K+ 6.16% |
$838K - $971K
|
104K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
835+ 2.33% |
$116K - $135K
|
36.7K
$5.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 19.14% |
$249K - $289K
|
11.2K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 4.0% |
$20.9K - $24.2K
|
3.6K
$574K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
451+ 3.12% |
$62.7K - $72.7K
|
14.9K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-317- 1.95% |
$44.1K - $51.1K
|
15.9K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 57.22% |
$279K - $324K
|
1.5K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-484- 1.56% |
$67.3K - $78K
|
30.6K
$4.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$1.95K - $2.26K
|
4.61K
$735K
|
|