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 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 18.76% |
$34.9K - $49.3K
|
1.52K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
2K
$318K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.01% |
$200 - $282
|
23.1K
$3.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3New |
$299 - $423
|
3
$478
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$699 - $986
|
7
$1.12K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
115+ 2.76% |
$11.5K - $16.2K
|
4.28K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.55KNew |
$254K - $359K
|
2.55K
$406K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.45KNew |
$145K - $205K
|
1.45K
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
434+ 0.97% |
$43.3K - $61.1K
|
45.1K
$7.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
525+ 26250.0% |
$52.4K - $74K
|
527
$84K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-281K- 99.61% |
$28M - $39.6M
|
1.09K
$173K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-571- 13.42% |
$57K - $80.4K
|
3.69K
$588K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 92.58% |
$23.7K - $33.4K
|
493
$78.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-105K- 15.17% |
$10.5M - $14.8M
|
588K
$93.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
116New |
$11.6K - $16.3K
|
116
$18.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
139New |
$13.9K - $19.6K
|
139
$22.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 5.07% |
$9.98K - $14.1K
|
1.87K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$9.18K - $13K
|
92
$14.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-131- 5.43% |
$13.1K - $18.5K
|
2.28K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$150K - $211K
|
1.5K
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-120- 2.74% |
$12K - $16.9K
|
4.27K
$680K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
47New |
$4.69K - $6.62K
|
47
$7.49K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
2.01KNew |
$200K - $283K
|
2.01K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.56KNew |
$156K - $220K
|
1.56K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$299 - $423
|
2K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12- 0.62% |
$1.2K - $1.69K
|
1.91K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$142K - $200K
|
1.42K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
42+ 0.18% |
$4.19K - $5.92K
|
23.6K
$3.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
17K+ 2.67% |
$1.7M - $2.39M
|
654K
$104M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.6KNew |
$159K - $225K
|
1.6K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
230+ 4.2% |
$23K - $32.4K
|
5.71K
$910K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
155+ 645.83% |
$15.5K - $21.8K
|
179
$28.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-7.55K- 88.28% |
$753K - $1.06M
|
1K
$160K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-114- 4.91% |
$11.4K - $16.1K
|
2.21K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-453- 10.85% |
$45.2K - $63.8K
|
3.72K
$593K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
700+ 10.1% |
$69.9K - $98.6K
|
7.63K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
415+ 13.51% |
$41.4K - $58.5K
|
3.49K
$556K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 2.59% |
$15K - $21.1K
|
5.65K
$900K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-6- 0.13% |
$599 - $845
|
4.79K
$764K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.3K - $1.83K
|
2.7K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.6KNew |
$160K - $225K
|
1.6K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
103KNew |
$10.3M - $14.6M
|
103K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
93+ 4.25% |
$9.28K - $13.1K
|
2.28K
$364K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.7K- 60.24% |
$2.57M - $3.62M
|
17K
$2.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14- 0.52% |
$1.4K - $1.97K
|
2.69K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-239- 13.74% |
$23.9K - $33.7K
|
1.5K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-149- 3.43% |
$14.9K - $21K
|
4.2K
$669K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$1.8K - $2.54K
|
2.31K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 1.75% |
$3.69K - $5.21K
|
2.15K
$343K
|
|