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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.03K- 2.82% |
$463K - $538K
|
173K
$24.2M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
37.4K+ 826.28% |
$3.44M - $4M
|
41.9K
$5.86M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
191+ 115.06% |
$17.6K - $20.4K
|
357
$50K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
375+ 0.72% |
$34.5K - $40.1K
|
52.2K
$7.3M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.51K- 7.97% |
$692K - $804K
|
86.8K
$12.1M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.48K- 8.62% |
$320K - $372K
|
36.9K
$5.16M
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1- 0.04% |
$92.1 - $107
|
2.85K
$399K
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-1.05K- 11.75% |
$96.7K - $112K
|
7.89K
$1.1M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$942K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.28K- 19.94% |
$394K - $458K
|
17.2K
$2.4M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$31.1K - $36.2K
|
25.5K
$3.57M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-235- 0.53% |
$21.6K - $25.1K
|
44.5K
$6.22M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.28K- 0.57% |
$118K - $137K
|
223K
$31.1M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-551- 7.11% |
$50.7K - $58.9K
|
7.2K
$1.01M
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
SELL
|
- |
-31.5K- 1.91% |
$2.9M - $3.37M
|
1.62M
$226M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
225+ 2.96% |
$20.7K - $24.1K
|
7.82K
$1.09M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.86K- 3.73% |
$632K - $734K
|
177K
$24.8M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 19.47% |
$2.03K - $2.35K
|
135
$18.9K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$458K - $533K
|
4.98K
$697K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.64K+ 173.68% |
$151K - $176K
|
2.59K
$362K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
171+ 19.7% |
$15.7K - $18.3K
|
1.04K
$145K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.4K+ 1.44% |
$1.51M - $1.75M
|
1.15M
$161M
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
212+ 8.19% |
$19.5K - $22.7K
|
2.8K
$392K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 0.58% |
$1.33M - $1.55M
|
2.53M
$354M
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
82+ 0.94% |
$7.55K - $8.77K
|
8.82K
$1.23M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
174+ 138.1% |
$16K - $18.6K
|
300
$42K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-387- 1.09% |
$35.6K - $41.4K
|
35K
$4.89M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.92KNew |
$453K - $527K
|
4.92K
$689K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.65K+ 8.14% |
$336K - $391K
|
48.5K
$6.79M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 8.75% |
$252K - $292K
|
28.5K
$3.99M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 65.87% |
$143K - $166K
|
3.91K
$547K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-899- 3.55% |
$82.8K - $96.2K
|
24.4K
$3.42M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.4K- 27.73% |
$497K - $578K
|
14.1K
$1.97M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219+ 210.58% |
$20.2K - $23.4K
|
323
$45.2K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$308K - $358K
|
3.35K
$468K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 28.6% |
$144K - $167K
|
3.91K
$547K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-42- 1.2% |
$3.87K - $4.49K
|
3.47K
$486K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.29K- 6.99% |
$855K - $994K
|
124K
$17.3M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
740+ 0.21% |
$68.1K - $79.2K
|
353K
$49.4M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$288K
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-19- 0.92% |
$1.75K - $2.03K
|
2.04K
$285K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
707+ 15.35% |
$65.1K - $75.6K
|
5.31K
$744K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.11K+ 21.4% |
$194K - $226K
|
12K
$1.67M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.07KNew |
$559K - $649K
|
6.07K
$849K
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
264+ 4.77% |
$24.3K - $28.2K
|
5.8K
$812K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.38% |
$2.12K - $2.46K
|
6.11K
$855K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
174+ 0.58% |
$16K - $18.6K
|
30K
$4.2M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.4K+ 21.28% |
$2.43M - $2.82M
|
150K
$21M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-48.9K- 7.58% |
$4.5M - $5.23M
|
596K
$83.4M
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.04% |
$184 - $214
|
4.92K
$688K
|