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 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
4.95K+ 553.13% |
$688K - $797K
|
5.84K
$931K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
400New |
$55.6K - $64.5K
|
400
$63.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
33+ 0.18% |
$4.59K - $5.32K
|
17.9K
$2.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 8.19% |
$3.02M - $3.5M
|
287K
$45.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.51% |
$556 - $645
|
790
$126K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20+ 0.69% |
$2.78K - $3.22K
|
2.94K
$468K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
252New |
$35.1K - $40.6K
|
252
$40.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
205+ 6.77% |
$28.5K - $33K
|
3.23K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-52- 2.88% |
$7.23K - $8.38K
|
1.75K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.9K- 1.46% |
$403K - $467K
|
195K
$31.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
560+ 21.51% |
$77.9K - $90.2K
|
3.16K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-52- 0.03% |
$7.23K - $8.38K
|
159K
$25.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
13KNew |
$1.81M - $2.1M
|
13K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
635+ 1.14% |
$88.3K - $102K
|
56.4K
$9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.05% |
$1.11K - $1.29K
|
16.4K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.63K- 1.03% |
$504K - $584K
|
350K
$55.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.21K- 23.17% |
$586K - $679K
|
14K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.6K+ 395.36% |
$3.28M - $3.8M
|
29.6K
$4.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-410- 1.95% |
$57K - $66.1K
|
20.6K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.31K- 12.6% |
$183K - $212K
|
9.11K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-976- 1.74% |
$136K - $157K
|
55.2K
$8.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
747+ 16.61% |
$104K - $120K
|
5.24K
$836K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
996+ 44.68% |
$139K - $161K
|
3.23K
$514K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 3.54% |
$556 - $645
|
117
$18.7K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
73.4K+ 2.83% |
$10.2M - $11.8M
|
2.67M
$425M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
73+ 3.56% |
$10.2K - $11.8K
|
2.12K
$338K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-427- 90.85% |
$59.4K - $68.8K
|
43
$6.86K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-21.2K- 4.26% |
$2.94M - $3.41M
|
476K
$75.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.1K+ 2.14% |
$1.82M - $2.11M
|
624K
$99.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-31.3K- 7.43% |
$4.36M - $5.05M
|
390K
$62.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-354- 2.75% |
$49.2K - $57.1K
|
12.5K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-171- 3.14% |
$23.8K - $27.6K
|
5.28K
$842K
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.7K+ 2.46% |
$793K - $919K
|
237K
$37.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-673- 4.33% |
$93.6K - $108K
|
14.9K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-247- 3.18% |
$34.4K - $39.8K
|
7.52K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-493- 2.72% |
$68.6K - $79.5K
|
17.6K
$2.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
51+ 3.17% |
$7.09K - $8.22K
|
1.66K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$1.47M - $1.71M
|
10.6K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-5- 0.17% |
$695 - $806
|
3.01K
$481K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 2.75% |
$417 - $483
|
112
$17.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
414+ 2.12% |
$57.6K - $66.7K
|
19.9K
$3.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
150+ 3.68% |
$20.9K - $24.2K
|
4.23K
$674K
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
39+ 0.79% |
$5.42K - $6.29K
|
4.96K
$791K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.3K- 5.26% |
$1.43M - $1.65M
|
185K
$29.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$695 - $806
|
2.57K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-478- 1.56% |
$66.5K - $77K
|
30.2K
$4.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-192- 8.37% |
$26.7K - $30.9K
|
2.1K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-230- 5.11% |
$32K - $37.1K
|
4.27K
$681K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-480- 2.55% |
$66.8K - $77.4K
|
18.4K
$2.93M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
890+ 7.91% |
$124K - $143K
|
12.1K
$1.94M
|
|