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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
600+ 7.01% |
$67K - $84.6K
|
9.16K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
612+ 5.09% |
$68.3K - $86.3K
|
12.6K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
976+ 2.61% |
$109K - $138K
|
38.4K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.8KNew |
$424K - $536K
|
3.8K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
272+ 8.99% |
$30.4K - $38.4K
|
3.3K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 33.5% |
$334K - $422K
|
11.9K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 2.0% |
$4.91K - $6.21K
|
2.16K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 57.26% |
$1.82M - $2.3M
|
44.7K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 17.86% |
$90.6K - $114K
|
5.35K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.97K- 10.59% |
$332K - $419K
|
25.1K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$130K - $165K
|
170K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-161- 9.47% |
$18K - $22.7K
|
1.54K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-821- 24.13% |
$91.7K - $116K
|
2.58K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 373.57% |
$1.27M - $1.6M
|
14.4K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.73M- 99.14% |
$305M - $385M
|
23.6K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.36K- 4.23% |
$264K - $333K
|
53.4K
$5.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-318- 0.98% |
$35.5K - $44.9K
|
32.1K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.84K- 12.64% |
$205K - $259K
|
12.7K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.66K+ 3.43% |
$186K - $235K
|
50.2K
$5.48M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-755- 4.67% |
$84.3K - $107K
|
15.4K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
94+ 3.92% |
$10.5K - $13.3K
|
2.49K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.16K- 8.94% |
$130K - $164K
|
11.8K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 78.26% |
$201K - $254K
|
4.1K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-11- 0.19% |
$1.23K - $1.55K
|
5.91K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$26.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-3.18K- 41.95% |
$355K - $449K
|
4.4K
$481K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
56+ 7.75% |
$6.25K - $7.9K
|
779
$85.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 6.43% |
$116K - $147K
|
15.1K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-515- 16.01% |
$57.5K - $72.7K
|
2.7K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
70+ 0.55% |
$7.82K - $9.88K
|
12.7K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-100- 0.69% |
$11.2K - $14.1K
|
14.4K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-778- 1.12% |
$86.9K - $110K
|
68.5K
$7.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-111- 0.94% |
$12.4K - $15.7K
|
11.7K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.57K+ 0.81% |
$399K - $504K
|
444K
$48.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.1K- 18.95% |
$346K - $437K
|
13.3K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-117- 4.82% |
$13.1K - $16.5K
|
2.31K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
15.5KNew |
$1.73M - $2.18M
|
15.5K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.65% |
$670 - $846
|
925
$101K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.34K - $1.69K
|
12
$1.31K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
80+ 5.35% |
$8.93K - $11.3K
|
1.57K
$172K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
34+ 103.03% |
$3.8K - $4.8K
|
67
$7.32K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.89KNew |
$211K - $266K
|
1.89K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-22- 0.99% |
$2.46K - $3.1K
|
2.19K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-174- 6.33% |
$19.4K - $24.5K
|
2.57K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$3.06K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-254- 21.54% |
$28.4K - $35.8K
|
925
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-343- 3.63% |
$38.3K - $48.4K
|
9.1K
$993K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.34K- 24.64% |
$373K - $471K
|
10.2K
$1.11M
|