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 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
6.49K+ 0.79% |
$597K - $694K
|
826K
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
53+ 1.64% |
$4.88K - $5.67K
|
3.29K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.5K+ 1.89% |
$1.43M - $1.66M
|
835K
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-38.2K- 59.09% |
$3.52M - $4.09M
|
26.5K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$572K - $665K
|
6.22K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.05% |
$184 - $214
|
3.9K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.14K+ 2.59% |
$197K - $229K
|
85K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
236+ 4.78% |
$21.7K - $25.2K
|
5.18K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
468K+ 4.7% |
$43.1M - $50.1M
|
10.4M
$1.47B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
90.7K+ 3.45% |
$8.35M - $9.7M
|
2.72M
$384M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.87K- 3.52% |
$449K - $521K
|
133K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
27.5K+ 3.87% |
$2.53M - $2.94M
|
738K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-341K- 33.39% |
$31.3M - $36.4M
|
679K
$95.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.81K- 1.1% |
$259K - $301K
|
252K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.15K+ 1.56% |
$843K - $979K
|
597K
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127K+ 52.95% |
$11.7M - $13.6M
|
367K
$51.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.48K- 1.41% |
$228K - $265K
|
173K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.95KNew |
$180K - $209K
|
1.95K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
708+ 8.77% |
$65.2K - $75.7K
|
8.78K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
935+ 13.54% |
$86.1K - $100K
|
7.84K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-111K- 1.88% |
$10.2M - $11.9M
|
5.8M
$819M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.6K+ 0.01% |
$975K - $1.13M
|
110M
$15.6B
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-27K- 6.78% |
$2.49M - $2.89M
|
372K
$52.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-633- 18.16% |
$58.3K - $67.7K
|
2.85K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-281- 0.87% |
$25.9K - $30.1K
|
32K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.37% |
$64.4K - $74.9K
|
192K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
458New |
$42.2K - $49K
|
458
$64.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-147K- 1.39% |
$13.5M - $15.7M
|
10.5M
$1.47B
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
241+ 6.61% |
$22.2K - $25.8K
|
3.89K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.5K- 46.23% |
$1.7M - $1.98M
|
21.5K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23M+ 8.92% |
$113M - $131M
|
15M
$2.11B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
170K+ 45.66% |
$15.6M - $18.2M
|
542K
$76.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
252K+ 15.35% |
$23.2M - $27M
|
1.9M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
657+ 35.25% |
$60.5K - $70.3K
|
2.52K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.66% |
$2.67K - $3.1K
|
4.46K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-177- 1.25% |
$16.3K - $18.9K
|
13.9K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-650- 2.58% |
$59.8K - $69.5K
|
24.5K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
21+ 0.84% |
$1.93K - $2.25K
|
2.51K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.15K- 0.22% |
$106K - $123K
|
519K
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
242K+ 10598.16% |
$22.3M - $25.9M
|
245K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 3.2% |
$107K - $124K
|
35.1K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
570K+ 71.13% |
$52.5M - $60.9M
|
1.37M
$193M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$192K - $223K
|
2.08K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 42.9% |
$410K - $477K
|
5.93K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.11K+ 5.99% |
$562K - $653K
|
108K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.82K+ 3.62% |
$352K - $409K
|
109K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
223K+ 139.89% |
$20.5M - $23.8M
|
382K
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 5.74% |
$346K - $402K
|
69.2K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05K+ 154.97% |
$557K - $647K
|
9.95K
$1.4M
|