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 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9+ 2.58% |
$829 - $963
|
358
$50.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
367+ 1.52% |
$33.8K - $39.3K
|
24.5K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-27.6K- 10.67% |
$2.54M - $2.95M
|
231K
$32.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.28K+ 4.91% |
$210K - $244K
|
48.7K
$6.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.82K+ 15.91% |
$628K - $729K
|
49.7K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 29.65% |
$26.1K - $30.4K
|
674
$94.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
19.2K+ 4.25% |
$1.77M - $2.06M
|
472K
$66M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-321- 10.19% |
$29.6K - $34.3K
|
2.83K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 1.5% |
$3.04K - $3.53K
|
2.23K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
410+ 4.61% |
$37.7K - $43.9K
|
9.31K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.78K+ 0.47% |
$256K - $297K
|
588K
$82.2M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.46KNew |
$227K - $264K
|
2.46K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.44K+ 7.35% |
$224K - $260K
|
35.6K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-15- 0.49% |
$1.38K - $1.6K
|
3.04K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.53% |
$1.01K - $1.18K
|
2.09K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.58K+ 21.07% |
$606K - $703K
|
37.8K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 18.86% |
$94.8K - $110K
|
6.49K
$908K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.05KNew |
$189K - $219K
|
2.05K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$185K - $215K
|
2.01K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 3.97% |
$13.9K - $16.2K
|
3.95K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
56+ 0.81% |
$5.16K - $5.99K
|
6.94K
$971K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
281+ 2.12% |
$25.9K - $30.1K
|
13.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.7K+ 14.51% |
$893K - $1.04M
|
76.5K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-18- 0.84% |
$1.66K - $1.93K
|
2.13K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-17- 14.17% |
$1.57K - $1.82K
|
103
$14.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
643+ 6.31% |
$59.2K - $68.8K
|
10.8K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
250+ 0.85% |
$23K - $26.7K
|
29.7K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.93KNew |
$177K - $206K
|
1.93K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-59- 1.19% |
$5.43K - $6.31K
|
4.89K
$684K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-330- 0.63% |
$30.4K - $35.3K
|
52.3K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.16K+ 1.51% |
$107K - $124K
|
78.1K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.13KNew |
$196K - $228K
|
2.13K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
136+ 3.0% |
$12.5K - $14.5K
|
4.67K
$654K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
223+ 4.35% |
$20.5K - $23.9K
|
5.35K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.77K+ 19.06% |
$163K - $189K
|
11.1K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.62K+ 3.95% |
$333K - $387K
|
95.1K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-391- 6.8% |
$36K - $41.8K
|
5.36K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.3K- 34.71% |
$1.13M - $1.31M
|
23.1K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-259- 1.25% |
$23.8K - $27.7K
|
20.5K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
367+ 5.1% |
$33.8K - $39.3K
|
7.56K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$92.1 - $107
|
4.07K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 0.53% |
$1.01K - $1.18K
|
2.1K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 1.96% |
$130K - $151K
|
73.4K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.1% |
$460 - $535
|
5.01K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-68- 1.87% |
$6.26K - $7.27K
|
3.58K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 10.89% |
$2.49K - $2.89K
|
221
$30.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.43K+ 18.0% |
$408K - $474K
|
29.1K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.76% |
$1.47K - $1.71K
|
2.09K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
16.7K+ 17.29% |
$1.54M - $1.79M
|
113K
$15.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-63- 1.53% |
$5.8K - $6.74K
|
4.05K
$567K
|