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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
129+ 1.01% |
$17.9K - $20.8K
|
12.9K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
38New |
$5.29K - $6.12K
|
38
$6.06K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 1.45% |
$3.48K - $4.03K
|
1.75K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
13+ 0.15% |
$1.81K - $2.1K
|
8.89K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 1.0% |
$69.5K - $80.6K
|
50.7K
$8.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
482+ 16.16% |
$67K - $77.7K
|
3.47K
$552K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-35- 0.19% |
$4.87K - $5.64K
|
18K
$2.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 2.76% |
$147K - $171K
|
37.3K
$5.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 5.95% |
$260K - $301K
|
33.3K
$5.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8KNew |
$251K - $290K
|
1.8K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 2.63% |
$16.6K - $19.2K
|
4.64K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.62K+ 45.3% |
$1.34M - $1.55M
|
30.9K
$4.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-330- 9.71% |
$45.9K - $53.2K
|
3.07K
$490K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 3.32% |
$11.1K - $12.9K
|
2.49K
$397K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.32KNew |
$184K - $213K
|
1.32K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.33KNew |
$185K - $215K
|
1.33K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-9- 0.31% |
$1.25K - $1.45K
|
2.91K
$464K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-259- 1.51% |
$36K - $41.7K
|
16.8K
$2.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
37+ 78.72% |
$5.15K - $5.96K
|
84
$13.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.5% |
$556 - $645
|
810
$129K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.24K+ 0.67% |
$172K - $199K
|
186K
$29.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-92- 0.29% |
$12.8K - $14.8K
|
31.4K
$5M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
15K+ 4.86% |
$2.08M - $2.41M
|
323K
$51.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20- 0.29% |
$2.78K - $3.22K
|
6.99K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
31+ 0.03% |
$4.31K - $5K
|
117K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.96K+ 185.0% |
$412K - $477K
|
4.56K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-7.77K- 4.64% |
$1.08M - $1.25M
|
160K
$25.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
30.8K+ 20.75% |
$4.28M - $4.96M
|
179K
$28.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.23K- 1.7% |
$727K - $842K
|
303K
$48.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.79K- 2.13% |
$389K - $450K
|
128K
$20.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 13.91% |
$20.9K - $24.2K
|
1.23K
$196K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-132- 4.4% |
$18.4K - $21.3K
|
2.87K
$457K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1K+ 200.0% |
$139K - $161K
|
1.5K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 2.27% |
$2.36K - $2.74K
|
732
$117K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
372+ 10.98% |
$51.7K - $60K
|
3.76K
$600K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
353+ 17.52% |
$49.1K - $56.9K
|
2.37K
$378K
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
51.7K+ 106.6% |
$7.19M - $8.33M
|
100K
$16M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.54K+ 7.92% |
$909K - $1.05M
|
89K
$14.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 0.47% |
$9.88K - $11.4K
|
15.2K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.28KNew |
$177K - $206K
|
1.28K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
415+ 1.52% |
$57.7K - $66.9K
|
27.7K
$4.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.89K- 25.98% |
$262K - $304K
|
5.38K
$857K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$232K - $269K
|
1.67K
$266K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
236+ 0.94% |
$32.8K - $38K
|
25.3K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 69.52% |
$162K - $188K
|
2.85K
$454K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-350- 0.96% |
$48.7K - $56.4K
|
36K
$5.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
525+ 6.24% |
$73K - $84.6K
|
8.94K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
937+ 4.38% |
$130K - $151K
|
22.3K
$3.56M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 3.36% |
$13.9K - $16.1K
|
2.88K
$459K
|
|