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 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
31.9K+ 29.86% |
$4.44M - $5.14M
|
139K
$22.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
71+ 1.9% |
$9.88K - $11.4K
|
3.8K
$606K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.16K- 48.64% |
$857K - $993K
|
6.51K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.29% |
$695 - $806
|
1.74K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
509+ 17.98% |
$70.8K - $82K
|
3.34K
$533K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.64% |
$3.34K - $3.87K
|
3.76K
$599K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.5K+ 3.83% |
$2.98M - $3.46M
|
581K
$92.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
734+ 46.99% |
$102K - $118K
|
2.3K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-135- 4.4% |
$18.8K - $21.8K
|
2.93K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.5K- 4.42% |
$2.85M - $3.3M
|
443K
$70.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3- 0.05% |
$417 - $483
|
5.77K
$920K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
65+ 0.18% |
$9.04K - $10.5K
|
36.1K
$5.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
2.99K+ 12.29% |
$416K - $482K
|
27.3K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-240- 4.19% |
$33.4K - $38.7K
|
5.49K
$876K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
792+ 14.01% |
$110K - $128K
|
6.45K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.24K- 41.62% |
$173K - $200K
|
1.75K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 3.13% |
$139 - $161
|
31
$4.94K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$139 - $161
|
28
$4.46K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
625+ 1.56% |
$86.9K - $101K
|
40.6K
$6.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.32KNew |
$183K - $213K
|
1.32K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-735- 4.93% |
$102K - $118K
|
14.2K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-47- 1.58% |
$6.54K - $7.57K
|
2.94K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
163+ 0.77% |
$22.7K - $26.3K
|
21.3K
$3.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.39KNew |
$193K - $224K
|
1.39K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
126+ 1.83% |
$17.5K - $20.3K
|
6.99K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 2.71% |
$281K - $326K
|
72.5K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-14.5K- 14.94% |
$2.02M - $2.34M
|
82.7K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-446- 0.84% |
$62K - $71.9K
|
52.7K
$8.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-52.7K- 7.37% |
$7.33M - $8.49M
|
662K
$106M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
SELL
|
- |
-4.34K- 9.85% |
$604K - $699K
|
39.7K
$6.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-152- 5.91% |
$21.1K - $24.5K
|
2.42K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
43+ 2.2% |
$5.98K - $6.93K
|
2K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.8KNew |
$250K - $289K
|
1.8K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-799- 3.08% |
$111K - $129K
|
25.2K
$4.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
765+ 12.0% |
$106K - $123K
|
7.14K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.28KNew |
$317K - $367K
|
2.28K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-100- 2.15% |
$13.9K - $16.1K
|
4.55K
$725K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.68KNew |
$234K - $271K
|
1.68K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 2.83% |
$302K - $350K
|
74.6K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-290- 4.32% |
$40.3K - $46.7K
|
6.43K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-844- 2.94% |
$117K - $136K
|
27.9K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
221+ 4.28% |
$30.7K - $35.6K
|
5.38K
$858K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
124+ 5.98% |
$17.2K - $20K
|
2.2K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-67- 0.59% |
$9.32K - $10.8K
|
11.3K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-243- 3.47% |
$33.8K - $39.2K
|
6.76K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.67K+ 177.06% |
$371K - $430K
|
4.18K
$666K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 2.3% |
$209K - $242K
|
63.7K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.38K+ 23.98% |
$192K - $222K
|
7.13K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-601- 25.14% |
$83.6K - $96.9K
|
1.79K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.9K+ 1003.13% |
$3.74M - $4.34M
|
29.6K
$4.72M
|
|