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 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.26K+ 17.67% |
$126K - $177K
|
8.39K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.93% |
$9.98K - $14.1K
|
5.08K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.57KNew |
$157K - $221K
|
1.57K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.15KNew |
$514K - $725K
|
5.15K
$821K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.6KNew |
$160K - $226K
|
1.6K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.43KNew |
$243K - $343K
|
2.43K
$388K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-71- 4.15% |
$7.09K - $10K
|
1.64K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
217+ 107.43% |
$21.7K - $30.6K
|
419
$66.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 7.37% |
$699K - $986K
|
102K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$152K
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
357K+ 61.03% |
$35.6M - $50.3M
|
942K
$150M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-112- 0.49% |
$11.2K - $15.8K
|
22.6K
$3.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
159+ 2.14% |
$15.9K - $22.4K
|
7.58K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.44MNew |
$243M - $343M
|
2.44M
$389M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-558- 24.61% |
$55.7K - $78.6K
|
1.71K
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 8.68% |
$50.9K - $71.8K
|
5.37K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.51KNew |
$150K - $212K
|
1.51K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
1.5KNew |
$150K - $211K
|
1.5K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-700- 3.37% |
$69.9K - $98.6K
|
20.1K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.68K+ 5.09% |
$168K - $237K
|
34.8K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-33- 1.5% |
$3.29K - $4.65K
|
2.16K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$61.2K - $86.3K
|
613
$97.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$23.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$3.03K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$227K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$81.5K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
539+ 14.8% |
$53.8K - $75.9K
|
4.18K
$667K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$606K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$307K
|
|
| Q1 2025 | |||||||
|
Dec 01, 2025
Q1 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-30- 1.32% |
$3.35K - $4.23K
|
2.25K
$358K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
836+ 17.49% |
$93.4K - $118K
|
5.62K
$896K
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
870New |
$97.2K - $123K
|
870
$139K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$119K - $151K
|
1.07K
$170K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
54New |
$6.03K - $7.62K
|
54
$8.61K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$65.1K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$302K - $381K
|
2.7K
$431K
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
22.8K+ 379933.34% |
$2.55M - $3.22M
|
22.8K
$3.64M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$112 - $141
|
1
$159
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
94New |
$10.5K - $13.3K
|
94
$15K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
395+ 13.14% |
$44.1K - $55.7K
|
3.4K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.8KNew |
$1.31M - $1.66M
|
11.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 8.22% |
$670 - $846
|
79
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
60.9KNew |
$6.8M - $8.59M
|
60.9K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
223KNew |
$25M - $31.5M
|
223K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
7.1KNew |
$793K - $1M
|
7.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 2.35% |
$232K - $293K
|
86.4K
$13.8M
|
|