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
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$139 - $161
|
2.53K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 4.18% |
$17.7M - $20.5M
|
2.92M
$466M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
38+ 1.34% |
$5.29K - $6.12K
|
2.88K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
22+ 0.86% |
$3.06K - $3.55K
|
2.59K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-911- 5.52% |
$127K - $147K
|
15.6K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.22K+ 4.54% |
$587K - $680K
|
97.2K
$15.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.49K- 13.08% |
$208K - $241K
|
9.92K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.04KNew |
$423K - $491K
|
3.04K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.55K- 21.23% |
$354K - $410K
|
9.45K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.4K+ 427.06% |
$1.58M - $1.84M
|
14.1K
$2.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.34K+ 11.65% |
$186K - $216K
|
12.8K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$241K - $280K
|
1.74K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.42KNew |
$197K - $228K
|
1.42K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
765+ 0.76% |
$106K - $123K
|
102K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-400- 7.46% |
$55.6K - $64.5K
|
4.96K
$792K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-468- 5.46% |
$65.1K - $75.4K
|
8.1K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.27% |
$1.39K - $1.61K
|
3.67K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 3.15% |
$13.6K - $15.8K
|
3.01K
$480K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.13K+ 4.6% |
$157K - $182K
|
25.6K
$4.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
138+ 5.48% |
$19.2K - $22.2K
|
2.66K
$423K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
97+ 5.7% |
$13.5K - $15.6K
|
1.8K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
54+ 0.66% |
$7.51K - $8.7K
|
8.27K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-5.77K- 14.58% |
$803K - $930K
|
33.8K
$5.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-64- 0.55% |
$8.9K - $10.3K
|
11.6K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-37.9K- 6.32% |
$5.27M - $6.1M
|
562K
$89.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 3.0% |
$5.98K - $6.93K
|
1.39K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36M- 68.95% |
$189M - $219M
|
612K
$97.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 8.14% |
$210K - $244K
|
17.1K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
1.24K+ 4.35% |
$172K - $200K
|
29.7K
$4.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.7K+ 22.98% |
$5.39M - $6.24M
|
207K
$33M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
57.6K+ 3.81% |
$8.01M - $9.28M
|
1.57M
$250M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
583+ 1.0% |
$81.1K - $94K
|
58.8K
$9.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.07% |
$1.53K - $1.77K
|
14.9K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.33% |
$4.17K - $4.83K
|
9.03K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
238+ 6.76% |
$33.1K - $38.4K
|
3.76K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.92K- 4.11% |
$1.24M - $1.44M
|
208K
$33.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-34- 0.71% |
$4.73K - $5.48K
|
4.76K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
23+ 0.16% |
$3.2K - $3.71K
|
14.1K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.49KNew |
$207K - $240K
|
1.49K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-457- 10.32% |
$63.6K - $73.7K
|
3.97K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
23+ 4.67% |
$3.2K - $3.71K
|
515
$82.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-375- 9.6% |
$52.2K - $60.4K
|
3.53K
$563K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
364+ 1.23% |
$50.6K - $58.7K
|
29.8K
$4.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
46+ 1.8% |
$6.4K - $7.41K
|
2.6K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
190+ 41.58% |
$26.4K - $30.6K
|
647
$103K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
250+ 16.68% |
$34.8K - $40.3K
|
1.75K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 1.06% |
$139 - $161
|
95
$15.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98K+ 16.07% |
$415K - $481K
|
21.5K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.52% |
$139 - $161
|
192
$30.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-57- 4.25% |
$7.93K - $9.19K
|
1.28K
$205K
|
|