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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-183- 17.12% |
$18.3K - $25.8K
|
886
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
91+ 5.15% |
$9.08K - $12.8K
|
1.86K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
248New |
$24.8K - $34.9K
|
248
$39.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-129- 6.91% |
$12.9K - $18.2K
|
1.74K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-198- 4.47% |
$19.8K - $27.9K
|
4.23K
$675K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
5KNew |
$499K - $704K
|
5K
$797K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-3K- 27.27% |
$299K - $423K
|
8K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$426K - $601K
|
4.27K
$681K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 35.28% |
$13.3K - $18.7K
|
244
$38.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.57% |
$99.8 - $141
|
175
$27.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 129.87% |
$20K - $28.2K
|
354
$56.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 2.63% |
$699 - $986
|
259
$41.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.58KNew |
$157K - $222K
|
1.58K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.61KNew |
$160K - $226K
|
1.61K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 10.87% |
$25K - $35.2K
|
2.05K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.83KNew |
$182K - $257K
|
1.83K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.37K- 66.68% |
$436K - $616K
|
2.18K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
34+ 0.89% |
$3.39K - $4.79K
|
3.86K
$615K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-234- 90.35% |
$23.4K - $33K
|
25
$3.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-700- 0.58% |
$69.9K - $98.6K
|
120K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54KNew |
$154K - $217K
|
1.54K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17KNew |
$1.7M - $2.39M
|
17K
$2.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$27.6K - $38.9K
|
276
$44K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
345+ 14.78% |
$34.4K - $48.6K
|
2.68K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.88KNew |
$287K - $405K
|
2.88K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 49.18% |
$8.98K - $12.7K
|
273
$43.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42- 0.52% |
$4.19K - $5.92K
|
8.01K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-469- 8.61% |
$46.8K - $66.1K
|
4.98K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
BUY
|
- |
3.29KNew |
$329K - $464K
|
3.29K
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-210- 16.67% |
$21K - $29.6K
|
1.05K
$167K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-443- 18.16% |
$44.2K - $62.4K
|
2K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139- 4.92% |
$13.9K - $19.6K
|
2.69K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.49KNew |
$149K - $210K
|
1.49K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
307+ 77.53% |
$30.6K - $43.2K
|
703
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
112K+ 594.59% |
$11.2M - $15.8M
|
131K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$23K - $32.4K
|
27.3K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.7KNew |
$170K - $239K
|
1.7K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$8.69K - $12.3K
|
87
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.4K - $1.97K
|
14
$2.23K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-79- 2.77% |
$7.89K - $11.1K
|
2.77K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.9KNew |
$189K - $267K
|
1.9K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.61KNew |
$260K - $367K
|
2.61K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.61K- 71.58% |
$560K - $790K
|
2.23K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
1.39KNew |
$138K - $195K
|
1.39K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.66KNew |
$166K - $234K
|
1.66K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$226K - $319K
|
2.27K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.02% |
$99.8 - $141
|
4.26K
$679K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
537+ 11.78% |
$53.6K - $75.6K
|
5.09K
$812K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-68- 22.15% |
$6.79K - $9.58K
|
239
$38.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.74KNew |
$273K - $385K
|
2.74K
$436K
|
|