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 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
56+ 1.86% |
$5.16K - $5.99K
|
3.07K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
275+ 3.06% |
$25.3K - $29.4K
|
9.25K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 6.81% |
$35.7K - $41.5K
|
6.08K
$851K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 10.68% |
$230K - $267K
|
20.9K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
71+ 3.02% |
$6.54K - $7.59K
|
2.42K
$339K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.31K- 1.32% |
$305K - $354K
|
248K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.29K+ 55.64% |
$671K - $780K
|
20.4K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
405+ 6.21% |
$37.3K - $43.3K
|
6.92K
$969K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
585+ 2.08% |
$53.9K - $62.6K
|
28.8K
$4.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
309+ 10.47% |
$28.4K - $33.1K
|
3.26K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.77K- 5.04% |
$163K - $189K
|
33.3K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$19.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-470- 5.53% |
$43.3K - $50.3K
|
8.03K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.3K- 0.91% |
$212K - $246K
|
251K
$35.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 2.69% |
$10.4K - $12.1K
|
4.09K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.05KNew |
$465K - $540K
|
5.05K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-248- 5.16% |
$22.8K - $26.5K
|
4.56K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
191+ 1.27% |
$17.6K - $20.4K
|
15.3K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 16.69% |
$1.66M - $1.93M
|
126K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.86K- 31.81% |
$539K - $626K
|
12.6K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.64K+ 193.48% |
$795K - $924K
|
13.1K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
915+ 1.38% |
$84.2K - $97.9K
|
67K
$9.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.37% |
$7K - $8.13K
|
2.33K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
36.1K+ 0.77% |
$3.33M - $3.86M
|
4.71M
$659M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21- 0.15% |
$1.93K - $2.25K
|
14.2K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 103.32% |
$48.7K - $56.6K
|
1.04K
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 1.46% |
$3.31K - $3.85K
|
2.5K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.14K- 4.12% |
$381K - $443K
|
96.3K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.16% |
$3.68K - $4.28K
|
25.3K
$3.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.29% |
$368 - $428
|
1.4K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.7K- 4.2% |
$1.08M - $1.25M
|
267K
$37.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
288+ 1.41% |
$26.5K - $30.8K
|
20.7K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.43% |
$921 - $1.07K
|
2.32K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.97K- 2.24% |
$550K - $639K
|
261K
$36.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.71K- 9.2% |
$341K - $396K
|
36.6K
$5.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93K+ 1.24% |
$178K - $206K
|
158K
$22.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.57K- 3.04% |
$697K - $809K
|
241K
$33.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-392- 7.35% |
$36.1K - $41.9K
|
4.94K
$692K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 10.92% |
$158K - $184K
|
17.4K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 9.28% |
$5.34K - $6.2K
|
683
$95.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.84K- 3.55% |
$814K - $946K
|
240K
$33.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
346+ 2.73% |
$31.9K - $37K
|
13K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.35M
|
12.6K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-348- 4.6% |
$32K - $37.2K
|
7.22K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.79K- 0.84% |
$165K - $192K
|
212K
$29.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.98% |
$92.1 - $107
|
103
$14.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-3.6K- 51.43% |
$331K - $385K
|
3.4K
$476K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-41- 1.24% |
$3.77K - $4.39K
|
3.26K
$456K
|