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 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
851+ 29.98% |
$118K - $137K
|
3.69K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
453+ 18.89% |
$63K - $73K
|
2.85K
$455K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-260- 23.92% |
$36.2K - $41.9K
|
827
$132K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$695 - $806
|
5
$797
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-23.3K- 5.71% |
$3.24M - $3.76M
|
385K
$61.4M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.52KNew |
$351K - $407K
|
2.52K
$402K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.79K+ 83.03% |
$1.08M - $1.25M
|
17.2K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.56% |
$6.95K - $8.06K
|
3.15K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
808+ 5.37% |
$112K - $130K
|
15.9K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.65KNew |
$229K - $266K
|
1.65K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.05% |
$139 - $161
|
2.2K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.56K- 52.45% |
$216K - $251K
|
1.41K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.97K- 28.17% |
$414K - $479K
|
7.58K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-312- 3.29% |
$43.4K - $50.3K
|
9.16K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-224- 4.53% |
$31.2K - $36.1K
|
4.73K
$753K
|
|
|
Oct 30, 2025
Q3 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
15.3KNew |
$2.13M - $2.47M
|
15.3K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
202+ 6.64% |
$28.1K - $32.6K
|
3.25K
$518K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
850+ 6.69% |
$118K - $137K
|
13.6K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
7+ 0.28% |
$974 - $1.13K
|
2.49K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.57K- 1.2% |
$496K - $575K
|
292K
$46.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
657+ 3.46% |
$91.4K - $106K
|
19.6K
$3.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
351New |
$48.8K - $56.6K
|
351
$56K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-500- 7.04% |
$69.5K - $80.6K
|
6.6K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
602+ 2.47% |
$83.7K - $97K
|
25K
$3.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.6K- 11.13% |
$1.89M - $2.19M
|
108K
$17.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$6.95K - $8.06K
|
7.71K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
154+ 3.2% |
$21.4K - $24.8K
|
4.97K
$793K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-119- 7.99% |
$16.6K - $19.2K
|
1.37K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.8K- 85.27% |
$250K - $290K
|
311
$49.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
191+ 2.46% |
$26.6K - $30.8K
|
7.94K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
89+ 4.33% |
$12.4K - $14.3K
|
2.14K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-259- 13.84% |
$36K - $41.7K
|
1.61K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
9.73K+ 33.57% |
$1.35M - $1.57M
|
38.7K
$6.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-851- 23.23% |
$118K - $137K
|
2.81K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.49K- 13.36% |
$208K - $241K
|
9.68K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
12+ 0.4% |
$1.67K - $1.93K
|
3.02K
$482K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.17K+ 4.41% |
$163K - $189K
|
27.8K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-257K- 1.87% |
$35.7M - $41.4M
|
13.5M
$2.15B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.07K- 3.0% |
$984K - $1.14M
|
228K
$36.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-235- 1.65% |
$32.7K - $37.9K
|
14K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-71- 0.49% |
$9.88K - $11.4K
|
14.4K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-500- 1.01% |
$69.5K - $80.6K
|
49.1K
$7.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
961+ 19.86% |
$134K - $155K
|
5.8K
$925K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.1K+ 0.6% |
$153K - $177K
|
184K
$29.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.36K- 0.24% |
$328K - $380K
|
980K
$156M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-961- 34.67% |
$134K - $155K
|
1.81K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-990- 99.0% |
$138K - $160K
|
10
$1.59K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20+ 2.54% |
$2.78K - $3.22K
|
807
$129K
|
|