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 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.19KNew |
$184K - $207K
|
2.19K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.54% |
$83.9 - $94.2
|
186
$26K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
621New |
$52.1K - $58.5K
|
621
$86.9K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
53New |
$4.45K - $4.99K
|
53
$7.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24+ 0.66% |
$2.01K - $2.26K
|
3.68K
$515K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$8.39K - $9.42K
|
100
$14K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.19K- 10.97% |
$99.8K - $112K
|
9.66K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.7MNew |
$142M - $160M
|
1.7M
$237M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.94K - $3.3K
|
35
$4.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 6.67% |
$3.36K - $3.77K
|
560
$78.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
470New |
$39.4K - $44.3K
|
470
$65.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
15New |
$1.26K - $1.41K
|
15
$2.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.03KNew |
$254K - $285K
|
3.03K
$424K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-112K- 95.82% |
$9.42M - $10.6M
|
4.9K
$686K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
115KNew |
$9.63M - $10.8M
|
115K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$11.9K - $13.4K
|
142
$19.9K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.01% |
$83.9 - $94.2
|
8.71K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.86KNew |
$323K - $363K
|
3.86K
$539K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
4.27KNew |
$358K - $402K
|
4.27K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$209K - $235K
|
2.5K
$349K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-26- 1.15% |
$2.18K - $2.45K
|
2.24K
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.08K+ 32.86% |
$174K - $196K
|
8.4K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-412- 11.82% |
$34.6K - $38.8K
|
3.08K
$430K
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 7.41% |
$83.9K - $94.2K
|
12.5K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-250- 35.87% |
$21K - $23.5K
|
447
$62.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
419New |
$35.2K - $39.5K
|
419
$58.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24- 58.54% |
$2.01K - $2.26K
|
17
$2.38K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.21% |
$755 - $847
|
4.37K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.91K+ 9.61% |
$161K - $180K
|
21.8K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.4K- 93.91% |
$4.82M - $5.41M
|
3.73K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $206K
|
2.19K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
47New |
$3.94K - $4.43K
|
47
$6.58K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
202+ 20.68% |
$16.9K - $19K
|
1.18K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$1.23M - $1.38M
|
14.7K
$2.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 11.11% |
$587 - $659
|
70
$9.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 5.49% |
$90.6K - $102K
|
20.8K
$2.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.1K+ 202.03% |
$850K - $954K
|
15.2K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.75K+ 134.62% |
$147K - $165K
|
3.05K
$427K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
9+ 0.94% |
$755 - $847
|
962
$135K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-475- 0.39% |
$39.9K - $44.7K
|
121K
$16.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.55% |
$1.01K - $1.13K
|
2.21K
$309K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.16K- 10.69% |
$97.5K - $109K
|
9.71K
$1.36M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
990+ 846.15% |
$83.1K - $93.2K
|
1.11K
$155K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
28.7KNew |
$2.02M - $2.69M
|
28.7K
$4.02M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 0.86% |
$634 - $843
|
1.05K
$147K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 31.58% |
$422 - $562
|
13
$1.82K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$224K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
89+ 12.48% |
$6.27K - $8.34K
|
802
$112K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-153- 5.54% |
$10.8K - $14.3K
|
2.61K
$365K
|
|