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 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.7K+ 1475.71% |
$5.38M - $6.24M
|
41.3K
$6.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-100- 5.21% |
$13.9K - $16.1K
|
1.82K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.31K- 26.26% |
$600K - $695K
|
12.1K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
61.5KNew |
$8.55M - $9.9M
|
61.5K
$9.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.37K+ 4.32% |
$329K - $381K
|
57.1K
$9.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.61K+ 7.8% |
$224K - $259K
|
22.2K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.12K+ 50.67% |
$434K - $502K
|
9.27K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-13- 0.22% |
$1.81K - $2.1K
|
5.81K
$927K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-975- 7.69% |
$136K - $157K
|
11.7K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-58- 0.27% |
$8.07K - $9.35K
|
21.6K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
8.13KNew |
$1.13M - $1.31M
|
8.13K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
30K+ 14.29% |
$4.17M - $4.83M
|
240K
$38.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
142+ 5.4% |
$19.8K - $22.9K
|
2.77K
$442K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
309+ 16.62% |
$43K - $49.8K
|
2.17K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.27K- 10.12% |
$455K - $527K
|
29.1K
$4.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.17K+ 44.56% |
$301K - $349K
|
7.03K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.28K+ 35.88% |
$595K - $690K
|
16.2K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
219+ 12.83% |
$30.5K - $35.3K
|
1.93K
$307K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.8K+ 60.95% |
$250K - $290K
|
4.75K
$758K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
256+ 3.44% |
$35.6K - $41.3K
|
7.69K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
309+ 4.01% |
$43K - $49.8K
|
8.02K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
479New |
$66.6K - $77.2K
|
479
$76.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.05% |
$3.62K - $4.19K
|
48.4K
$7.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-154- 3.06% |
$21.4K - $24.8K
|
4.88K
$778K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
136+ 4.14% |
$18.9K - $21.9K
|
3.42K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
979+ 11.35% |
$136K - $158K
|
9.6K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.09K+ 23.83% |
$568K - $659K
|
21.2K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-85- 3.33% |
$11.8K - $13.7K
|
2.46K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
92+ 1.76% |
$12.8K - $14.8K
|
5.32K
$848K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 8.79% |
$172K - $200K
|
15.3K
$2.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-274- 40.83% |
$38.1K - $44.2K
|
397
$63.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.2K+ 1.67% |
$445K - $516K
|
195K
$31M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.49KNew |
$346K - $401K
|
2.49K
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 3.55% |
$9.46K - $11K
|
1.98K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-207- 5.43% |
$28.8K - $33.4K
|
3.61K
$575K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.3K- 1.35% |
$598K - $692K
|
313K
$49.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
9.91KNew |
$1.38M - $1.6M
|
9.91K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
76New |
$10.6K - $12.2K
|
76
$12.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-54- 0.36% |
$7.51K - $8.7K
|
15.2K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-35- 0.71% |
$4.87K - $5.64K
|
4.91K
$783K
|
|
|
Oct 28, 2025
Q3 2025
|
Focused Investors LLC
|
BUY
|
- |
51.6K+ 4.13% |
$7.18M - $8.32M
|
1.3M
$208M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 1.14% |
$139 - $161
|
87
$13.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.59KNew |
$220K - $255K
|
1.59K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.61K+ 7.88% |
$363K - $421K
|
35.8K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.31K- 16.68% |
$182K - $211K
|
6.55K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-45.5K- 28.3% |
$6.33M - $7.33M
|
115K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
189+ 5.85% |
$26.3K - $30.5K
|
3.42K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
945+ 5.35% |
$131K - $152K
|
18.6K
$2.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-854- 0.54% |
$119K - $138K
|
157K
$25.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-322- 3.66% |
$44.8K - $51.9K
|
8.47K
$1.35M
|
|