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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
192New |
$13.5K - $18K
|
192
$26.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-10K- 51.19% |
$707K - $941K
|
9.58K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-154K- 54.1% |
$10.9M - $14.5M
|
131K
$18.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 0.42% |
$774 - $1.03K
|
2.61K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
139New |
$9.79K - $13K
|
139
$19.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.91K- 11.24% |
$205K - $272K
|
23K
$3.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.41KNew |
$170K - $226K
|
2.41K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
40+ 1.75% |
$2.82K - $3.75K
|
2.33K
$326K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 1.9% |
$141 - $187
|
107
$15K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
22.9KNew |
$1.62M - $2.15M
|
22.9K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
65.9KNew |
$4.64M - $6.17M
|
65.9K
$9.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.01K- 98.34% |
$70.9K - $94.3K
|
17
$2.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$443K - $590K
|
6.3K
$881K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.42KNew |
$171K - $227K
|
2.42K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.32K- 15.47% |
$374K - $498K
|
29K
$4.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$954K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550- 72.37% |
$38.7K - $51.5K
|
210
$29.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
77New |
$5.42K - $7.21K
|
77
$10.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.49KNew |
$316K - $421K
|
4.49K
$629K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700New |
$49.3K - $65.6K
|
700
$98K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.6K- 22.54% |
$113K - $150K
|
5.5K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.08KNew |
$217K - $288K
|
3.08K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
857+ 7.36% |
$60.3K - $80.3K
|
12.5K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.1% |
$14.1K - $18.7K
|
6.26K
$876K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-366- 35.16% |
$25.8K - $34.3K
|
675
$94.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.81KNew |
$480K - $638K
|
6.81K
$953K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 33.54% |
$94.3K - $126K
|
2.66K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.21KNew |
$155K - $207K
|
2.21K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-133- 1.75% |
$9.36K - $12.5K
|
7.48K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-205- 70.69% |
$14.4K - $19.2K
|
85
$11.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 21.67% |
$95.3K - $127K
|
4.89K
$685K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
336+ 4.57% |
$23.7K - $31.5K
|
7.69K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 12.05% |
$704 - $937
|
73
$10.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
162+ 5.87% |
$11.4K - $15.2K
|
2.92K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-47- 0.58% |
$3.31K - $4.4K
|
8.1K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$4.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$154K - $204K
|
2.18K
$305K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$7K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-299- 9.18% |
$24.4K - $28.3K
|
2.96K
$414K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10MNew |
$818M - $949M
|
10M
$1.4B
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.2KNew |
$2.88M - $3.34M
|
35.2K
$4.93M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-294Closed |
$24K - $27.8K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.7K- 42.45% |
$2.91M - $3.38M
|
48.4K
$6.77M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 11.76% |
$653 - $757
|
60
$8.4K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
46+ 1.09% |
$3.76K - $4.35K
|
4.25K
$595K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
738+ 581.1% |
$60.3K - $69.9K
|
865
$121K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.95% |
$4.08K - $4.73K
|
960
$134K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 50.0% |
$81.7 - $94.7
|
1
$140
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$541K - $627K
|
6.62K
$926K
|
|