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 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-200- 12.94% |
$27.8K - $32.2K
|
1.35K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$278 - $322
|
2.19K
$349K
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-854- 15.54% |
$119K - $138K
|
4.64K
$740K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17- 0.3% |
$2.36K - $2.74K
|
5.75K
$916K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28.2K+ 58.39% |
$3.92M - $4.54M
|
76.4K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 0.01% |
$139 - $161
|
13.5K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-164- 8.22% |
$22.8K - $26.4K
|
1.83K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
714+ 2.24% |
$99.3K - $115K
|
32.5K
$5.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-93- 6.44% |
$12.9K - $15K
|
1.35K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
244+ 36.58% |
$33.9K - $39.3K
|
911
$145K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-300- 1.3% |
$41.7K - $48.3K
|
22.7K
$3.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.22% |
$6.95K - $8.06K
|
4.05K
$646K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-533- 4.14% |
$74.1K - $85.9K
|
12.3K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-72.1K- 25.74% |
$10M - $11.6M
|
208K
$33.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
38+ 0.09% |
$5.29K - $6.12K
|
42.8K
$6.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-435- 2.71% |
$60.5K - $70.1K
|
15.6K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
259KNew |
$36.1M - $41.8M
|
259K
$41.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.43K+ 2.56% |
$199K - $231K
|
57.4K
$9.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
92+ 5.76% |
$12.8K - $14.8K
|
1.69K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.85K- 3.35% |
$397K - $460K
|
82.3K
$13.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.6K+ 15.76% |
$1.47M - $1.7M
|
77.6K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 3.67% |
$556 - $645
|
113
$18K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-49.9K- 1.76% |
$6.94M - $8.04M
|
2.79M
$445M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
793+ 2.04% |
$110K - $128K
|
39.6K
$6.31M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.33K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 8.57% |
$835 - $967
|
76
$12.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.17K- 2.8% |
$441K - $511K
|
110K
$17.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 4.33% |
$1.97M - $2.28M
|
313K
$50M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
105+ 0.1% |
$14.6K - $16.9K
|
103K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
114+ 2.26% |
$15.9K - $18.4K
|
5.17K
$824K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
434+ 11.11% |
$60.4K - $69.9K
|
4.34K
$692K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-14.6K- 1.6% |
$2.03M - $2.35M
|
898K
$143M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
107+ 0.79% |
$14.9K - $17.2K
|
13.7K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 2.72% |
$3.62K - $4.19K
|
981
$156K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-122- 4.22% |
$17K - $19.7K
|
2.77K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
114+ 20.07% |
$15.9K - $18.4K
|
682
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
3.95KNew |
$549K - $637K
|
3.95K
$630K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
1.7KNew |
$236K - $274K
|
1.7K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
27+ 7.58% |
$3.76K - $4.35K
|
383
$61.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11K- 28.76% |
$1.53M - $1.77M
|
27.2K
$4.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.63K- 23.25% |
$1.34M - $1.55M
|
31.8K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.01KNew |
$419K - $486K
|
3.01K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.19K- 3.31% |
$304K - $353K
|
64K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.27K+ 54.04% |
$316K - $366K
|
6.48K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.59% |
$556 - $645
|
677
$108K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
324+ 8.89% |
$45.1K - $52.2K
|
3.97K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
690+ 27.49% |
$96K - $111K
|
3.2K
$510K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-70- 4.07% |
$9.74K - $11.3K
|
1.65K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-37- 1.32% |
$5.15K - $5.96K
|
2.76K
$440K
|
|