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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 33.8% |
$2.68K - $3.39K
|
95
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.74K+ 13.06% |
$195K - $246K
|
15.1K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.5K+ 3.63% |
$1.18M - $1.48M
|
300K
$32.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
800+ 2.37% |
$89.3K - $113K
|
34.6K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.4K+ 33.73% |
$1.28M - $1.61M
|
45.3K
$4.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2K+ 33.33% |
$223K - $282K
|
8K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-291- 7.04% |
$32.5K - $41.1K
|
3.84K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.19K+ 0.65% |
$132K - $167K
|
182K
$19.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-816- 8.26% |
$91.1K - $115K
|
9.06K
$989K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.73K- 0.48% |
$528K - $667K
|
970K
$106M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
195+ 22.01% |
$21.8K - $27.5K
|
1.08K
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
168+ 2.85% |
$18.8K - $23.7K
|
6.06K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$31K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
494+ 3.25% |
$55.2K - $69.7K
|
15.7K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-69- 6.61% |
$7.71K - $9.73K
|
975
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 3.58% |
$28.9K - $36.5K
|
7.5K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-875- 11.87% |
$97.7K - $123K
|
6.5K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
11New |
$1.23K - $1.55K
|
11
$1.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
30.3KNew |
$3.38M - $4.27M
|
30.3K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 16.2% |
$206K - $260K
|
9.54K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-508- 3.35% |
$56.7K - $71.7K
|
14.7K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-966- 74.59% |
$108K - $136K
|
329
$35.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-767- 11.01% |
$85.7K - $108K
|
6.2K
$677K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2K- 28.17% |
$223K - $282K
|
5.1K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 3.42% |
$112K - $141K
|
30.3K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
653+ 20.66% |
$72.9K - $92.1K
|
3.81K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-996- 2.55% |
$111K - $141K
|
38K
$4.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
219+ 6.45% |
$24.5K - $30.9K
|
3.62K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
395+ 1.64% |
$44.1K - $55.7K
|
24.4K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$3.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
202New |
$22.6K - $28.5K
|
202
$22.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.8K- 28.48% |
$2.1M - $2.65M
|
47.2K
$5.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.71K- 11.98% |
$414K - $523K
|
27.3K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-240- 7.93% |
$26.8K - $33.9K
|
2.79K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
498+ 1.7% |
$55.6K - $70.3K
|
29.8K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.25K- 7.75% |
$251K - $317K
|
26.8K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
231+ 0.71% |
$25.8K - $32.6K
|
32.8K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
150+ 9.36% |
$16.8K - $21.2K
|
1.75K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-52- 1.81% |
$5.81K - $7.34K
|
2.83K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
41.7K+ 456.09% |
$4.66M - $5.88M
|
50.8K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
366KNew |
$40.9M - $51.6M
|
366K
$39.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
310+ 0.96% |
$34.6K - $43.7K
|
32.5K
$3.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-41.1K- 58.65% |
$4.59M - $5.8M
|
29K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
376+ 12.21% |
$42K - $53K
|
3.46K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
388+ 3.33% |
$43.3K - $54.7K
|
12K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
448+ 0.48% |
$50K - $63.2K
|
93.9K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-13.8K- 2.85% |
$1.54M - $1.95M
|
471K
$51.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.28K+ 10.58% |
$143K - $180K
|
13.3K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.87K+ 3.26% |
$209K - $264K
|
59.3K
$6.47M
|