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 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
65+ 0.49% |
$9.04K - $10.5K
|
13.2K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-225- 1.86% |
$31.3K - $36.3K
|
11.9K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.41% |
$1.25K - $1.45K
|
2.22K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.69% |
$5.7K - $6.61K
|
5.87K
$936K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
18.8K+ 63.85% |
$2.61M - $3.03M
|
48.2K
$7.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-650- 3.7% |
$90.4K - $105K
|
16.9K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
50+ 1.31% |
$6.95K - $8.06K
|
3.87K
$616K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-62- 1.02% |
$8.62K - $9.99K
|
6.03K
$962K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-88- 0.66% |
$12.2K - $14.2K
|
13.3K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
16+ 0.28% |
$2.23K - $2.58K
|
5.77K
$921K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-317- 0.49% |
$44.1K - $51.1K
|
64.9K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-4.83K- 0.99% |
$672K - $778K
|
483K
$77M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.35K+ 12.0% |
$1.3M - $1.51M
|
87.2K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.38K+ 20.47% |
$609K - $705K
|
25.7K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 1.77% |
$189K - $219K
|
75.4K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
8K+ 77.05% |
$1.11M - $1.29M
|
18.4K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
607+ 14.85% |
$84.4K - $97.8K
|
4.69K
$748K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
840+ 19.91% |
$117K - $135K
|
5.06K
$807K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 0.96% |
$6.95K - $8.06K
|
5.27K
$840K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
92+ 5.0% |
$12.8K - $14.8K
|
1.93K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
71+ 2.77% |
$9.88K - $11.4K
|
2.64K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.26KNew |
$315K - $365K
|
2.26K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.4KNew |
$195K - $226K
|
1.4K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22+ 1.3% |
$3.06K - $3.55K
|
1.72K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
19+ 0.59% |
$2.64K - $3.06K
|
3.26K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-939- 1.38% |
$131K - $151K
|
67.1K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8.7K+ 3.44% |
$1.21M - $1.4M
|
262K
$41.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.63K+ 3.37% |
$227K - $263K
|
50K
$7.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-687- 9.95% |
$95.6K - $111K
|
6.22K
$992K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.1K+ 4.45% |
$292K - $338K
|
49.3K
$7.86M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-40- 1.0% |
$5.56K - $6.45K
|
3.95K
$629K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 2.92% |
$695 - $806
|
166
$26.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-528- 2.89% |
$73.4K - $85.1K
|
17.8K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.5K+ 14.79% |
$2.43M - $2.82M
|
136K
$21.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-2.81K- 3.75% |
$391K - $453K
|
72.2K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
30+ 1.62% |
$4.17K - $4.83K
|
1.89K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.33KNew |
$185K - $215K
|
1.33K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
786+ 23.85% |
$109K - $127K
|
4.08K
$651K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.33% |
$835 - $967
|
1.79K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33K+ 12.35% |
$184K - $214K
|
12.1K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.34KNew |
$187K - $217K
|
1.34K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-539- 6.19% |
$75K - $86.9K
|
8.17K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
28+ 0.83% |
$3.89K - $4.51K
|
3.42K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
206+ 11.5% |
$28.7K - $33.2K
|
2K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
65New |
$9.04K - $10.5K
|
65
$10.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-37- 27.41% |
$5.15K - $5.96K
|
98
$15.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.09K- 9.66% |
$1.26M - $1.46M
|
85K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
99+ 5.99% |
$13.8K - $16K
|
1.75K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.97K+ 110.82% |
$273K - $317K
|
3.74K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39+ 8.21% |
$5.42K - $6.29K
|
514
$82K
|
|