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 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$6.26K - $7.25K
|
45
$7.18K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-243- 0.76% |
$33.8K - $39.2K
|
31.7K
$5.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.4KNew |
$195K - $226K
|
1.4K
$224K
|
|
|
Oct 08, 2025
Q3 2025
|
Nat West Group PLC
|
BUY
|
- |
195+ 0.39% |
$27.1K - $31.4K
|
50.5K
$8.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.68K- 3.74% |
$512K - $594K
|
94.8K
$15.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
31+ 1.78% |
$4.31K - $5K
|
1.77K
$283K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.08% |
$556 - $645
|
4.81K
$767K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-67- 4.2% |
$9.32K - $10.8K
|
1.53K
$243K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-641- 32.46% |
$89.2K - $103K
|
1.33K
$213K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.61K- 32.92% |
$224K - $259K
|
3.28K
$522K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
82New |
$11.4K - $13.2K
|
82
$13.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
324+ 0.7% |
$45.1K - $52.2K
|
46.6K
$7.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
307+ 1.01% |
$42.7K - $49.5K
|
30.6K
$4.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 5.32% |
$10.8K - $12.6K
|
1.39K
$221K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-552- 0.91% |
$76.8K - $89K
|
60.2K
$9.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-302- 1.27% |
$42K - $48.7K
|
23.5K
$3.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.43% |
$1.95K - $2.26K
|
3.28K
$523K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.89KNew |
$263K - $305K
|
1.89K
$302K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.18% |
$974 - $1.13K
|
3.83K
$611K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.45K- 86.96% |
$340K - $394K
|
367
$58.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
102+ 91.89% |
$14.2K - $16.4K
|
213
$34K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.47KNew |
$204K - $237K
|
1.47K
$234K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.1K+ 11.29% |
$292K - $338K
|
20.7K
$3.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
SELL
|
- |
-15- 0.78% |
$2.09K - $2.42K
|
1.9K
$302K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.06% |
$139 - $161
|
1.61K
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.76KNew |
$384K - $445K
|
2.76K
$441K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 1.53% |
$6.4K - $7.41K
|
3.05K
$487K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-834- 28.16% |
$116K - $134K
|
2.13K
$339K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
280+ 5.55% |
$38.9K - $45.1K
|
5.33K
$850K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.21% |
$695 - $806
|
2.4K
$382K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-103- 1.8% |
$14.3K - $16.6K
|
5.61K
$894K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-25- 0.77% |
$3.48K - $4.03K
|
3.23K
$514K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3K- 66.73% |
$417K - $483K
|
1.49K
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-190- 4.67% |
$26.4K - $30.6K
|
3.88K
$619K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
591+ 6.16% |
$82.2K - $95.2K
|
10.2K
$1.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.89K+ 2.98% |
$263K - $305K
|
65.3K
$10.4M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-244- 1.57% |
$33.9K - $39.3K
|
15.3K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 5.52% |
$17.2K - $20K
|
2.37K
$378K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.87K+ 1.77% |
$817K - $946K
|
337K
$53.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
125New |
$17.4K - $20.1K
|
125
$19.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 4.69% |
$9.46K - $11K
|
1.52K
$242K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
981+ 3.2% |
$136K - $158K
|
31.6K
$5.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$417 - $483
|
2.51K
$400K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
930+ 49.63% |
$129K - $150K
|
2.8K
$447K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
444+ 4.65% |
$61.8K - $71.6K
|
9.98K
$1.59M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.97K+ 94.78% |
$1.25M - $1.44M
|
18.4K
$2.94M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.47K+ 4.34% |
$205K - $237K
|
35.4K
$5.64M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-2.92K- 4.62% |
$405K - $470K
|
60.1K
$9.59M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
570+ 1.92% |
$79.3K - $91.9K
|
30.3K
$4.82M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 24.24% |
$1.11K - $1.29K
|
41
$6.54K
|
|