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 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-61- 2.98% |
$8.48K - $9.83K
|
1.99K
$317K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.07K- 20.38% |
$288K - $334K
|
8.09K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.86K- 42.25% |
$258K - $299K
|
2.54K
$405K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
52+ 0.21% |
$7.23K - $8.38K
|
24.8K
$3.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-48K- 5.36% |
$6.68M - $7.74M
|
848K
$135M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-887- 64.28% |
$123K - $143K
|
493
$78.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-325K- 88.35% |
$45.2M - $52.3M
|
42.8K
$6.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
84+ 1.09% |
$11.7K - $13.5K
|
7.81K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-424- 4.58% |
$59K - $68.3K
|
8.84K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
10+ 0.7% |
$1.39K - $1.61K
|
1.45K
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
755+ 5.47% |
$105K - $122K
|
14.5K
$2.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.8KNew |
$528K - $612K
|
3.8K
$605K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
119+ 3.82% |
$16.6K - $19.2K
|
3.24K
$516K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38+ 2.56% |
$5.29K - $6.12K
|
1.52K
$243K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.13K- 60.17% |
$992K - $1.15M
|
4.72K
$752K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-260- 28.11% |
$36.2K - $41.9K
|
665
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 9.08% |
$155K - $180K
|
11.2K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-269- 6.49% |
$37.4K - $43.4K
|
3.88K
$618K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
41+ 11.23% |
$5.7K - $6.61K
|
406
$64.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
63+ 233.33% |
$8.76K - $10.2K
|
90
$14.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
4+ 0.01% |
$556 - $645
|
37.7K
$6.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
148+ 0.44% |
$20.6K - $23.9K
|
33.9K
$5.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
268+ 25.55% |
$37.3K - $43.2K
|
1.32K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-110- 2.14% |
$15.3K - $17.7K
|
5.03K
$802K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-43- 2.47% |
$5.98K - $6.93K
|
1.7K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 25.0% |
$1.53K - $1.77K
|
55
$8.77K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.16K- 31.49% |
$161K - $187K
|
2.52K
$402K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.9K- 0.6% |
$2.91M - $3.38M
|
3.45M
$550M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$2.49M - $2.88M
|
17.9K
$2.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
826+ 27.27% |
$115K - $133K
|
3.86K
$615K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.56KNew |
$356K - $413K
|
2.56K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 7.89% |
$144K - $167K
|
12.1K
$1.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.75K+ 0.9% |
$243K - $282K
|
197K
$31.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-90- 2.93% |
$12.5K - $14.5K
|
2.99K
$476K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.04% |
$695 - $806
|
14.1K
$2.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6+ 0.23% |
$835 - $967
|
2.57K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
73+ 4.52% |
$10.2K - $11.8K
|
1.69K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21- 1.24% |
$2.92K - $3.38K
|
1.67K
$266K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-17- 0.91% |
$2.36K - $2.74K
|
1.85K
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-111- 2.13% |
$15.4K - $17.9K
|
5.11K
$815K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$974 - $1.13K
|
2.53K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
1.49KNew |
$208K - $240K
|
1.49K
$238K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-416- 3.54% |
$57.9K - $67K
|
11.3K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 9.98% |
$345K - $400K
|
22.4K
$3.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-320- 8.63% |
$44.5K - $51.6K
|
3.39K
$541K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 31.44% |
$193K - $224K
|
3.02K
$482K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-1.44K- 7.42% |
$200K - $232K
|
17.9K
$2.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.18K+ 2.04% |
$859K - $995K
|
308K
$49.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
714+ 5.28% |
$99.3K - $115K
|
14.2K
$2.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200+ 17.87% |
$27.8K - $32.2K
|
1.32K
$210K
|
|