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 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.16K+ 4.73% |
$161K - $187K
|
25.6K
$4.08M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-125- 1.3% |
$17.4K - $20.1K
|
9.46K
$1.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.12K+ 7.5% |
$295K - $342K
|
30.4K
$4.85M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-433- 13.52% |
$60.2K - $69.8K
|
2.77K
$442K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-320- 0.9% |
$44.5K - $51.6K
|
35.1K
$5.59M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
34New |
$4.73K - $5.48K
|
34
$5.42K
|
|
|
Oct 01, 2025
Q3 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 5.0% |
$139K - $161K
|
19K
$3.03M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.81% |
$417 - $483
|
373
$59.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-432- 10.45% |
$60.1K - $69.6K
|
3.7K
$590K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
45.3K+ 7.91% |
$4.52M - $6.38M
|
618K
$98.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.7K- 0.5% |
$4.66M - $6.58M
|
9.34M
$1.49B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-874K- 75.6% |
$87.2M - $123M
|
282K
$44.9M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-1.51K- 9.4% |
$151K - $212K
|
14.5K
$2.32M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.69K- 14.94% |
$368K - $519K
|
21K
$3.35M
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
320+ 17.94% |
$31.9K - $45.1K
|
2.1K
$335K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-216- 10.76% |
$21.6K - $30.4K
|
1.79K
$286K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40+ 0.5% |
$3.99K - $5.63K
|
8.01K
$1.28M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-213- 2.45% |
$21.3K - $30K
|
8.49K
$1.35M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
884New |
$88.2K - $125K
|
884
$141K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-45.9K- 30.4% |
$4.58M - $6.47M
|
105K
$16.8M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
68+ 2.25% |
$6.79K - $9.58K
|
3.09K
$493K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
64New |
$6.39K - $9.02K
|
64
$10.2K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-519- 21.42% |
$51.8K - $73.1K
|
1.9K
$304K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
11.7KNew |
$1.17M - $1.65M
|
11.7K
$1.87M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
531New |
$53K - $74.8K
|
531
$84.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.54K- 36.58% |
$154K - $217K
|
2.67K
$426K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.65% |
$124K - $174K
|
32.7K
$5.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
35New |
$3.49K - $4.93K
|
35
$5.58K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 18.18% |
$200 - $282
|
13
$2.07K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
44.7K+ 147.52% |
$4.46M - $6.3M
|
75K
$12M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.28K+ 17.33% |
$527K - $744K
|
35.8K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-678K- 96.18% |
$67.7M - $95.5M
|
26.9K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
138+ 2.53% |
$13.8K - $19.4K
|
5.6K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-32.1K- 99.29% |
$3.2M - $4.52M
|
230
$36.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
50KNew |
$4.99M - $7.04M
|
50K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-12.6K- 60.88% |
$1.25M - $1.77M
|
8.07K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
810KNew |
$80.9M - $114M
|
810K
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
254+ 12.11% |
$25.4K - $35.8K
|
2.35K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-478- 97.75% |
$47.7K - $67.3K
|
11
$1.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.56K+ 9.33% |
$155K - $219K
|
18.2K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
11.9KNew |
$1.19M - $1.68M
|
11.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
600+ 4.03% |
$59.9K - $84.5K
|
15.5K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
69New |
$6.89K - $9.72K
|
69
$11K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$170K - $239K
|
1.7K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-253K- 70.79% |
$25.3M - $35.7M
|
104K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
1.17K+ 1.03% |
$117K - $165K
|
115K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
9.78KNew |
$976K - $1.38M
|
9.78K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-46- 1.11% |
$4.59K - $6.48K
|
4.09K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
365+ 6.36% |
$36.4K - $51.4K
|
6.1K
$973K
|
|