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 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.64% |
$835 - $967
|
938
$150K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.81K- 4.19% |
$390K - $452K
|
64.1K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.29KNew |
$179K - $208K
|
1.29K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-192- 1.23% |
$26.7K - $30.9K
|
15.4K
$2.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
398+ 1.62% |
$55.4K - $64.1K
|
24.9K
$3.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$3.2K - $3.71K
|
23
$3.67K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-28- 1.61% |
$3.89K - $4.51K
|
1.72K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
251+ 10.4% |
$34.9K - $40.5K
|
2.66K
$425K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-260- 88.44% |
$36.2K - $41.9K
|
34
$5.42K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-17.6K- 5.54% |
$2.44M - $2.83M
|
300K
$47.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
126+ 4.17% |
$17.5K - $20.3K
|
3.15K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
688+ 969.01% |
$95.7K - $111K
|
759
$121K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.15K+ 32.09% |
$160K - $185K
|
4.73K
$754K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 1.11% |
$139 - $161
|
91
$14.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-511- 2.57% |
$71.1K - $82.4K
|
19.4K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
569+ 2.31% |
$79.1K - $91.7K
|
25.2K
$4.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
66+ 3.72% |
$9.18K - $10.6K
|
1.84K
$294K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.63K- 7.33% |
$644K - $746K
|
58.5K
$9.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-38- 0.81% |
$5.29K - $6.12K
|
4.63K
$738K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 21.49% |
$45.1K - $52.2K
|
1.83K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
481+ 6.19% |
$66.9K - $77.5K
|
8.26K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-413- 0.5% |
$57.4K - $66.6K
|
81.9K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
127+ 5.73% |
$17.7K - $20.5K
|
2.34K
$373K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
56+ 2.0% |
$7.79K - $9.02K
|
2.86K
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.9K- 39.52% |
$1.65M - $1.91M
|
18.1K
$2.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
176+ 9.5% |
$24.5K - $28.4K
|
2.03K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-135K- 43.1% |
$18.8M - $21.8M
|
178K
$28.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
294+ 8.69% |
$40.9K - $47.4K
|
3.68K
$586K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.25K- 9.02% |
$173K - $201K
|
12.6K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-775- 0.09% |
$108K - $125K
|
889K
$142M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
66+ 8.14% |
$9.18K - $10.6K
|
877
$140K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
703+ 6.8% |
$97.8K - $113K
|
11K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41+ 2.39% |
$5.7K - $6.61K
|
1.76K
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
205+ 2.3% |
$28.5K - $33K
|
9.1K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-363- 4.55% |
$50.5K - $58.5K
|
7.62K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.36K- 12.01% |
$189K - $219K
|
9.96K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.14% |
$417 - $483
|
2.2K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-210- 1.0% |
$29.2K - $33.8K
|
20.9K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
95+ 2.5% |
$13.2K - $15.3K
|
3.9K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
551+ 2.44% |
$76.6K - $88.8K
|
23.1K
$3.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4.44K- 3.4% |
$617K - $715K
|
126K
$20.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
372+ 2.76% |
$51.7K - $60K
|
13.8K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
682+ 2.74% |
$94.9K - $110K
|
25.6K
$4.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-56- 30.94% |
$7.79K - $9.02K
|
125
$19.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.03K- 28.92% |
$143K - $166K
|
2.53K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-105- 1.65% |
$14.6K - $16.9K
|
6.26K
$998K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
89+ 57.05% |
$12.4K - $14.3K
|
245
$39.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 4.4% |
$34.8K - $40.3K
|
5.43K
$865K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5- 0.19% |
$695 - $806
|
2.68K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.05% |
$139 - $161
|
1.9K
$302K
|
|