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 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30+ 0.55% |
$4.17K - $4.83K
|
5.46K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.45K+ 2.05% |
$341K - $395K
|
122K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
346+ 6.07% |
$48.1K - $55.8K
|
6.05K
$964K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
228+ 2.92% |
$31.7K - $36.7K
|
8.04K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.2K+ 7.76% |
$1.28M - $1.48M
|
128K
$20.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
120+ 1.31% |
$16.7K - $19.3K
|
9.31K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-521- 15.36% |
$72.5K - $84K
|
2.87K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
13.8K+ 48.5% |
$1.92M - $2.22M
|
42.2K
$6.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-149- 7.2% |
$20.7K - $24K
|
1.92K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
547+ 4.5% |
$76.1K - $88.2K
|
12.7K
$2.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36- 1.3% |
$5.01K - $5.8K
|
2.74K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 1.14% |
$2.64K - $3.06K
|
1.68K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
161+ 0.99% |
$22.4K - $25.9K
|
16.5K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-23- 1.13% |
$3.2K - $3.71K
|
2.01K
$320K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.3K+ 97.37% |
$1.57M - $1.82M
|
22.9K
$3.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-30.6K- 7.27% |
$4.26M - $4.94M
|
391K
$62.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.42K+ 32.41% |
$337K - $390K
|
9.9K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.09K- 0.4% |
$151K - $175K
|
268K
$42.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
83+ 0.05% |
$11.5K - $13.4K
|
164K
$26.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6- 0.1% |
$835 - $967
|
5.96K
$950K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 0.37% |
$2.09K - $2.42K
|
4.01K
$640K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
85New |
$11.8K - $13.7K
|
85
$13.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-77- 4.45% |
$10.7K - $12.4K
|
1.65K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-368- 4.2% |
$51.2K - $59.3K
|
8.39K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.11K+ 1.16% |
$155K - $180K
|
96.8K
$15.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-92- 10.55% |
$12.8K - $14.8K
|
780
$124K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
643+ 6.48% |
$89.4K - $104K
|
10.6K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 24.88% |
$588K - $682K
|
21.2K
$3.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-53- 2.36% |
$7.37K - $8.54K
|
2.2K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-262- 1.83% |
$36.4K - $42.2K
|
14K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.1K- 6.66% |
$1.55M - $1.79M
|
156K
$24.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.15K- 7.07% |
$160K - $185K
|
15.1K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-770- 9.22% |
$107K - $124K
|
7.58K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.2K- 5.37% |
$167K - $194K
|
21.2K
$3.38M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-3.06K- 5.46% |
$425K - $493K
|
53K
$8.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- 0.06% |
$139 - $161
|
1.82K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-32- 1.06% |
$4.45K - $5.16K
|
2.98K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-884- 1.39% |
$123K - $142K
|
62.7K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69+ 36.13% |
$9.6K - $11.1K
|
260
$41.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.65K- 0.69% |
$229K - $266K
|
236K
$37.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-602- 6.04% |
$83.7K - $97K
|
9.37K
$1.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.12K- 23.0% |
$434K - $502K
|
10.4K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
210K+ 3945.61% |
$29.3M - $33.9M
|
216K
$34.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-301- 10.09% |
$41.9K - $48.5K
|
2.68K
$427K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.26KNew |
$176K - $204K
|
1.26K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.22K- 3.35% |
$447K - $518K
|
92.8K
$14.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 4.76% |
$1.67K - $1.93K
|
240
$38.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
169+ 3.33% |
$23.5K - $27.2K
|
5.25K
$837K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-350- 2.22% |
$48.7K - $56.4K
|
15.4K
$2.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.8K+ 9.56% |
$945K - $1.1M
|
77.9K
$12.4M
|
|