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 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 10.2% |
$127K - $148K
|
12.2K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.77K- 32.8% |
$347K - $404K
|
7.73K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-55- 7.3% |
$5.06K - $5.88K
|
698
$97.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-245- 1.98% |
$22.6K - $26.2K
|
12.1K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.79% |
$2.03K - $2.35K
|
2.82K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
18+ 0.6% |
$1.66K - $1.93K
|
3.02K
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
11.8K+ 13.0% |
$1.09M - $1.27M
|
103K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-118K- 90.34% |
$10.9M - $12.7M
|
12.7K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7.4K+ 7.23% |
$681K - $792K
|
110K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
83.4K+ 222.06% |
$7.68M - $8.92M
|
121K
$16.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 1.09% |
$1.01K - $1.18K
|
1K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
344+ 5.92% |
$31.7K - $36.8K
|
6.15K
$861K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-343- 2.0% |
$31.6K - $36.7K
|
16.8K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 4.45% |
$245K - $285K
|
62.4K
$8.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 0.85% |
$9.48K - $11K
|
12.3K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 0.7% |
$12.3K - $14.3K
|
19.2K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 2.89% |
$460 - $535
|
178
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.76% |
$552 - $642
|
791
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
246+ 8.49% |
$22.6K - $26.3K
|
3.14K
$440K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
5.19K+ 7.09% |
$478K - $555K
|
78.4K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
115+ 2.05% |
$10.6K - $12.3K
|
5.71K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
297K+ 14.29% |
$27.3M - $31.7M
|
2.37M
$332M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 3.67% |
$796K - $925K
|
244K
$34.2M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-103K- 6.44% |
$9.49M - $11M
|
1.5M
$210M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.44K+ 24.51% |
$132K - $154K
|
7.31K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 9.84% |
$1.2M - $1.39M
|
145K
$20.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.9K- 2.3% |
$1.65M - $1.92M
|
761K
$106M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2- 0.07% |
$184 - $214
|
3.04K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-165- 0.4% |
$15.2K - $17.6K
|
40.9K
$5.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
30+ 0.45% |
$2.76K - $3.21K
|
6.76K
$946K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.2K- 12.85% |
$1.21M - $1.41M
|
89.2K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-198- 1.46% |
$18.2K - $21.2K
|
13.4K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-718- 2.58% |
$66.1K - $76.8K
|
27.1K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-160- 5.04% |
$14.7K - $17.1K
|
3.01K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.23% |
$92.1 - $107
|
434
$60.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
562+ 1.27% |
$51.7K - $60.1K
|
44.9K
$6.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$118K - $137K
|
1.28K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.66KNew |
$245K - $285K
|
2.66K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-294- 4.12% |
$27.1K - $31.4K
|
6.84K
$958K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-780- 0.73% |
$71.8K - $83.4K
|
107K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 6.07% |
$10.6K - $12.3K
|
2.01K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 8.97% |
$124K - $144K
|
13.6K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-86- 3.22% |
$7.92K - $9.2K
|
2.59K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
108+ 830.77% |
$9.94K - $11.6K
|
121
$16.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-1.4K- 16.09% |
$129K - $150K
|
7.3K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15New |
$1.38K - $1.6K
|
15
$2.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.39K- 21.54% |
$312K - $362K
|
12.3K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-114- 4.02% |
$10.5K - $12.2K
|
2.72K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
120+ 0.44% |
$11K - $12.8K
|
27.1K
$3.8M
|