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 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 0.68% |
$4.17K - $4.83K
|
4.4K
$702K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 1.12% |
$4.87K - $5.64K
|
3.17K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 25.71% |
$1.25K - $1.45K
|
26
$4.15K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.54K+ 3.14% |
$353K - $409K
|
83.3K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.67K - $1.93K
|
1.75K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-140- 1.68% |
$19.5K - $22.6K
|
8.19K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.2K+ 6.39% |
$2.11M - $2.45M
|
253K
$40.3M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
19New |
$2.64K - $3.06K
|
19
$3.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
647+ 9.21% |
$90K - $104K
|
7.67K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 3.7% |
$139 - $161
|
28
$4.46K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
22+ 1.16% |
$3.06K - $3.55K
|
1.92K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-175- 1.05% |
$24.3K - $28.2K
|
16.5K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.11K- 2.42% |
$294K - $341K
|
85.2K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.71K+ 3.16% |
$515K - $597K
|
121K
$19.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-504- 6.66% |
$70.1K - $81.2K
|
7.06K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
98+ 55.06% |
$13.6K - $15.8K
|
276
$44K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.05K- 7.96% |
$147K - $170K
|
12.2K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.86K+ 580.0% |
$1.09M - $1.27M
|
9.21K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
204+ 1.17% |
$28.4K - $32.9K
|
17.7K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 31.99% |
$176K - $203K
|
2.68K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-259- 15.76% |
$36K - $41.7K
|
1.38K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.48KNew |
$205K - $238K
|
1.48K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.05K- 10.46% |
$147K - $170K
|
9.02K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
89.7K+ 20.75% |
$12.5M - $14.5M
|
522K
$83.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.5K+ 115.35% |
$3.96M - $4.59M
|
53.1K
$8.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$278 - $322
|
996
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-33- 1.94% |
$4.59K - $5.32K
|
1.67K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
2.55KNew |
$355K - $412K
|
2.55K
$407K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
212+ 623.53% |
$29.5K - $34.2K
|
246
$39.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.84K+ 88.17% |
$395K - $458K
|
6.06K
$966K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 19.99% |
$150K - $174K
|
6.48K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.08% |
$695 - $806
|
6.55K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
532+ 31.0% |
$74K - $85.7K
|
2.25K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
364+ 1.35% |
$50.6K - $58.7K
|
27.3K
$4.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-58- 1.7% |
$8.07K - $9.35K
|
3.35K
$534K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.39KNew |
$193K - $224K
|
1.39K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
515New |
$71.6K - $83K
|
515
$82.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.08K- 10.73% |
$568K - $658K
|
34K
$5.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-6.12K- 21.4% |
$852K - $987K
|
22.5K
$3.59M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-907- 27.99% |
$126K - $146K
|
2.33K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.58K+ 0.91% |
$637K - $738K
|
508K
$81M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.15K- 13.13% |
$160K - $186K
|
7.62K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
14+ 5.69% |
$1.95K - $2.26K
|
260
$41.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 7.75% |
$255K - $295K
|
25.5K
$4.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.32K- 0.75% |
$462K - $535K
|
438K
$69.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-428- 0.53% |
$59.5K - $69K
|
80.8K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-130- 0.77% |
$18.1K - $21K
|
16.8K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
252+ 1.92% |
$35.1K - $40.6K
|
13.4K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.55% |
$1.67K - $1.93K
|
2.2K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 4.51% |
$214K - $248K
|
35.7K
$5.7M
|
|