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 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-101- 2.0% |
$14K - $16.3K
|
4.95K
$790K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.71K- 3.88% |
$933K - $1.08M
|
166K
$26.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
772+ 6.2% |
$107K - $124K
|
13.2K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.09K+ 6.72% |
$151K - $175K
|
17.2K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
200+ 13.6% |
$27.8K - $32.2K
|
1.67K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-680- 29.9% |
$94.6K - $110K
|
1.59K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.2KNew |
$167K - $193K
|
1.2K
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
8.36K+ 643.08% |
$1.16M - $1.35M
|
9.66K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-372- 1.48% |
$51.7K - $60K
|
24.7K
$3.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
508+ 10.74% |
$70.7K - $81.9K
|
5.24K
$835K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.52K- 30.81% |
$211K - $245K
|
3.41K
$544K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-373K- 9.28% |
$51.9M - $60.1M
|
3.65M
$582M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
14+ 0.44% |
$1.95K - $2.26K
|
3.22K
$514K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.38KNew |
$749K - $867K
|
5.38K
$858K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.19% |
$278 - $322
|
1.07K
$170K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10+ 0.19% |
$1.39K - $1.61K
|
5.16K
$823K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
73+ 65.18% |
$10.2K - $11.8K
|
185
$29.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
13+ 3.61% |
$1.81K - $2.1K
|
373
$59.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.86K+ 0.65% |
$259K - $300K
|
290K
$46.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-450- 3.36% |
$62.6K - $72.5K
|
13K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.11K+ 154.77% |
$433K - $502K
|
5.13K
$817K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-581- 6.87% |
$80.8K - $93.6K
|
7.88K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-112K- 28.92% |
$15.5M - $18M
|
274K
$43.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
968+ 18.06% |
$135K - $156K
|
6.33K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.96% |
$1.25K - $1.45K
|
945
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.74% |
$3.89K - $4.51K
|
3.76K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
313New |
$43.5K - $50.4K
|
313
$49.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.5K- 27.55% |
$209K - $242K
|
3.95K
$629K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.09% |
$1.39K - $1.61K
|
11K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
383K+ 23.26% |
$53.2M - $61.7M
|
2.03M
$323M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-27.2K- 34.34% |
$3.78M - $4.38M
|
52K
$8.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.81K- 86.15% |
$669K - $775K
|
773
$123K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.87K- 10.03% |
$399K - $462K
|
25.7K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-14.4K- 5.87% |
$2.01M - $2.33M
|
232K
$36.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.5KNew |
$208K - $241K
|
1.5K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
263+ 86.23% |
$36.6K - $42.4K
|
568
$90.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
196+ 96.08% |
$27.3K - $31.6K
|
400
$63.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.87% |
$278 - $322
|
231
$36.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.44K- 4.6% |
$478K - $554K
|
71.2K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.11K - $1.29K
|
8
$1.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.36K- 10.1% |
$468K - $542K
|
29.9K
$4.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.58K+ 2654.07% |
$498K - $577K
|
3.72K
$593K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
188+ 3.61% |
$26.1K - $30.3K
|
5.39K
$860K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
78+ 114.71% |
$10.8K - $12.6K
|
146
$23.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.14K- 1.49% |
$298K - $345K
|
141K
$22.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.09% |
$1.25K - $1.45K
|
10.1K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 9.03% |
$209K - $243K
|
18.2K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
645+ 1.46% |
$89.7K - $104K
|
44.7K
$7.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
678+ 56.93% |
$94.3K - $109K
|
1.87K
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 0.87% |
$27.7K - $32.1K
|
23.2K
$3.7M
|
|