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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
103New |
$10.3K - $14.5K
|
103
$16.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
1.32M+ 273.58% |
$132M - $186M
|
1.8M
$287M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
101+ 4.66% |
$10.1K - $14.2K
|
2.27K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
32KNew |
$3.2M - $4.51M
|
32K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
21+ 0.4% |
$2.1K - $2.96K
|
5.22K
$832K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
16KNew |
$1.6M - $2.25M
|
16K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.44KNew |
$144K - $203K
|
1.44K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-340- 31.54% |
$33.9K - $47.9K
|
738
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-38- 0.48% |
$3.79K - $5.35K
|
7.81K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.11% |
$99.8 - $141
|
921
$147K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.65KNew |
$165K - $233K
|
1.65K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$143K - $202K
|
1.44K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-5.06K- 8.72% |
$505K - $712K
|
53K
$8.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 2.19% |
$242K - $341K
|
113K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.4K+ 7.21% |
$639K - $902K
|
95.2K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-565- 8.88% |
$56.4K - $79.6K
|
5.8K
$924K
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
SELL
|
- |
-99.2K- 23.06% |
$9.91M - $14M
|
331K
$52.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-196- 3.5% |
$19.6K - $27.6K
|
5.41K
$862K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-90- 2.23% |
$8.98K - $12.7K
|
3.94K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.48K+ 0.44% |
$148K - $209K
|
341K
$54.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22+ 3.06% |
$2.2K - $3.1K
|
740
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-77.3K- 19.02% |
$7.72M - $10.9M
|
329K
$52.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.81KNew |
$280K - $395K
|
2.81K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 32.84% |
$2.2K - $3.1K
|
89
$14.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-27- 1.23% |
$2.7K - $3.8K
|
2.17K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 2.58% |
$998 - $1.41K
|
398
$63.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
7.6K+ 21.9% |
$759K - $1.07M
|
42.3K
$6.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-9- 0.3% |
$898 - $1.27K
|
2.99K
$476K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-740- 7.66% |
$73.9K - $104K
|
8.92K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
25.5K+ 58.79% |
$2.55M - $3.59M
|
68.9K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
344+ 6.19% |
$34.3K - $48.5K
|
5.9K
$940K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.57KNew |
$157K - $222K
|
1.57K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
29New |
$2.9K - $4.08K
|
29
$4.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.5K- 10.78% |
$250K - $352K
|
20.7K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.38KNew |
$437K - $617K
|
4.38K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.8KNew |
$280K - $394K
|
2.8K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
5.15K+ 3.22% |
$514K - $725K
|
165K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-112- 58.95% |
$11.2K - $15.8K
|
78
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$99.8 - $141
|
4.07K
$648K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-350K- 77.78% |
$34.9M - $49.3M
|
100K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 28.13% |
$20K - $28.2K
|
911
$145K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
303New |
$30.2K - $42.7K
|
303
$48.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.37% |
$5.39K - $7.61K
|
14.6K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
521+ 119.22% |
$52K - $73.4K
|
958
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
77+ 0.72% |
$7.69K - $10.8K
|
10.7K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
5.1KNew |
$509K - $718K
|
5.1K
$813K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1New |
$99.8 - $141
|
1
$159
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.3KNew |
$529K - $746K
|
5.3K
$845K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 5.04% |
$31.2K - $44.1K
|
5.9K
$940K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.51KNew |
$150K - $212K
|
1.51K
$240K
|
|