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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-729- 3.98% |
$101K - $117K
|
17.6K
$2.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.27K+ 28.99% |
$177K - $205K
|
5.66K
$903K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
34.1KNew |
$4.74M - $5.49M
|
34.1K
$5.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.28K- 0.77% |
$873K - $1.01M
|
811K
$129M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-198- 1.14% |
$27.5K - $31.9K
|
17.2K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-110- 6.64% |
$15.3K - $17.7K
|
1.55K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
60+ 3.98% |
$8.35K - $9.67K
|
1.57K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-991- 1.9% |
$138K - $160K
|
51.2K
$8.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.05% |
$139 - $161
|
2.15K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 0.68% |
$69.5K - $80.6K
|
73.9K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10.7K- 6.6% |
$1.49M - $1.73M
|
152K
$24.3M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
520+ 0.78% |
$72.3K - $83.8K
|
67K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-24.7K- 3.1% |
$3.43M - $3.98M
|
772K
$123M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.9K+ 1.03% |
$264K - $306K
|
186K
$29.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.05K- 3.88% |
$145K - $169K
|
25.9K
$4.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-41- 1.31% |
$5.7K - $6.61K
|
3.08K
$491K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
551+ 6.8% |
$76.6K - $88.8K
|
8.65K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
330+ 4.5% |
$45.9K - $53.2K
|
7.67K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-45- 2.25% |
$6.26K - $7.25K
|
1.95K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 43.33% |
$163K - $189K
|
1.54K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
297+ 16.56% |
$41.3K - $47.9K
|
2.09K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.8KNew |
$2.2M - $2.55M
|
15.8K
$2.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-172K- 37.0% |
$23.9M - $27.7M
|
292K
$46.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-20- 0.29% |
$2.78K - $3.22K
|
6.9K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-172- 7.2% |
$23.9K - $27.7K
|
2.22K
$354K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 432.86% |
$2.15M - $2.49M
|
19K
$3.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-246- 12.28% |
$34.2K - $39.6K
|
1.76K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
262+ 0.14% |
$36.4K - $42.2K
|
182K
$29M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433+ 9.79% |
$60.2K - $69.8K
|
4.86K
$774K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-51- 1.94% |
$7.09K - $8.22K
|
2.58K
$412K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-74K- 6.24% |
$10.3M - $11.9M
|
1.11M
$177M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
123+ 1.25% |
$17.1K - $19.8K
|
9.98K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
131+ 0.59% |
$18.2K - $21.1K
|
22.2K
$3.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.36KNew |
$189K - $219K
|
1.36K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
901+ 8.56% |
$125K - $145K
|
11.4K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-123- 0.31% |
$17.1K - $19.8K
|
39K
$6.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 0.77% |
$5.29K - $6.12K
|
4.89K
$780K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13+ 0.7% |
$1.81K - $2.1K
|
1.88K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-84.4K- 75.12% |
$11.7M - $13.6M
|
27.9K
$4.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
52+ 0.32% |
$7.23K - $8.38K
|
16.1K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-18.4K- 8.61% |
$2.56M - $2.97M
|
195K
$31.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 0.44% |
$6.95K - $8.06K
|
11.3K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-287- 5.0% |
$39.9K - $46.3K
|
5.46K
$870K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.46% |
$5.01K - $5.8K
|
7.93K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.08K- 41.89% |
$428K - $496K
|
4.27K
$681K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-23- 1.48% |
$3.2K - $3.71K
|
1.53K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.03K+ 0.45% |
$143K - $165K
|
227K
$36.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
435+ 10.07% |
$60.5K - $70.1K
|
4.75K
$758K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
579+ 8.67% |
$80.5K - $93.3K
|
7.26K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4- 0.02% |
$556 - $645
|
18.9K
$3.01M
|
|