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 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-364- 4.21% |
$50.6K - $58.7K
|
8.28K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-977- 2.37% |
$136K - $157K
|
40.3K
$6.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-319- 10.21% |
$44.4K - $51.4K
|
2.8K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.21% |
$695 - $806
|
2.43K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.54KNew |
$214K - $247K
|
1.54K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-6.32K- 15.62% |
$879K - $1.02M
|
34.2K
$5.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.89K+ 69.46% |
$402K - $466K
|
7.06K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-809- 2.78% |
$113K - $130K
|
28.3K
$4.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
461+ 4.67% |
$64.1K - $74.3K
|
10.3K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-54- 3.28% |
$7.51K - $8.7K
|
1.59K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-47.4K- 17.72% |
$6.59M - $7.64M
|
220K
$35.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-554- 68.73% |
$77.1K - $89.3K
|
252
$40.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.95K- 57.84% |
$410K - $475K
|
2.15K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.47KNew |
$344K - $399K
|
2.47K
$394K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
93+ 0.81% |
$12.9K - $15K
|
11.5K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.42% |
$974 - $1.13K
|
1.69K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-130- 3.3% |
$18.1K - $21K
|
3.81K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
382+ 0.22% |
$53.1K - $61.6K
|
172K
$27.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
230+ 5.56% |
$32K - $37.1K
|
4.36K
$696K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.9K+ 8.17% |
$264K - $306K
|
25.1K
$4.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
114+ 4.28% |
$15.9K - $18.4K
|
2.78K
$443K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.72KNew |
$239K - $277K
|
1.72K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.34KNew |
$187K - $216K
|
1.34K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.66KNew |
$231K - $268K
|
1.66K
$265K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
9+ 0.58% |
$1.25K - $1.45K
|
1.57K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.27KNew |
$176K - $204K
|
1.27K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 10.05% |
$2.78K - $3.22K
|
219
$34.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100+ 23.98% |
$13.9K - $16.1K
|
517
$82.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 0.57% |
$1.95K - $2.26K
|
2.49K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
927+ 123.11% |
$129K - $149K
|
1.68K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
147+ 6.41% |
$20.4K - $23.7K
|
2.44K
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05K+ 6.62% |
$286K - $331K
|
33.1K
$5.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-672- 2.4% |
$93.5K - $108K
|
27.3K
$4.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.4% |
$13.9K - $16.1K
|
25.2K
$4.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-61- 2.37% |
$8.48K - $9.83K
|
2.51K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-272- 9.87% |
$37.8K - $43.8K
|
2.49K
$396K
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.39K+ 4.56% |
$471K - $546K
|
77.5K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
213+ 13.17% |
$29.6K - $34.3K
|
1.83K
$292K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
113+ 13.23% |
$15.7K - $18.2K
|
967
$154K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-708- 4.06% |
$98.5K - $114K
|
16.7K
$2.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-294- 3.9% |
$40.9K - $47.4K
|
7.24K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.37% |
$1.11K - $1.29K
|
2.15K
$342K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 40.98% |
$17.4K - $20.1K
|
430
$68.6K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-42.5K- 3.99% |
$5.91M - $6.85M
|
1.02M
$163M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-66- 2.06% |
$9.18K - $10.6K
|
3.15K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
21.8KNew |
$3.04M - $3.52M
|
21.8K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
118New |
$16.4K - $19K
|
118
$18.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-785- 3.71% |
$109K - $127K
|
20.4K
$3.25M
|
|