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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.1KNew |
$346K - $437K
|
3.1K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.04KNew |
$227K - $287K
|
2.04K
$325K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.23K+ 219.11% |
$137K - $173K
|
1.79K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.74K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
92KNew |
$10.3M - $13M
|
92K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
60.4KNew |
$6.75M - $8.52M
|
60.4K
$9.63M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
206New |
$23K - $29.1K
|
206
$32.8K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$923K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 12.37% |
$24.5K - $30.9K
|
1.99K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.1K- 36.0% |
$905K - $1.14M
|
14.4K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$42.1K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
445+ 21.35% |
$49.7K - $62.8K
|
2.53K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$9.63M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.76KNew |
$643K - $813K
|
5.76K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 4.98% |
$145K - $183K
|
27.4K
$4.37M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.3KNew |
$1.26M - $1.59M
|
11.3K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.4KNew |
$603K - $762K
|
5.4K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.3K- 17.68% |
$704K - $889K
|
29.4K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 10.0% |
$112 - $141
|
9
$1.44K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$801K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$261K - $330K
|
2.34K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$9.57K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
322+ 18.27% |
$36K - $45.4K
|
2.08K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 0.69% |
$112 - $141
|
146
$23.3K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79+ 1.73% |
$8.82K - $11.1K
|
4.64K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$558 - $705
|
5
$797
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-209- 7.23% |
$23.3K - $29.5K
|
2.68K
$427K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-272- 13.47% |
$30.4K - $38.4K
|
1.75K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-500- 6.68% |
$55.8K - $70.5K
|
6.98K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.83K- 20.45% |
$316K - $399K
|
11K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
337+ 1123.33% |
$37.6K - $47.5K
|
367
$58.5K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
28.1KNew |
$3.13M - $3.96M
|
28.1K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.12K+ 87.6% |
$237K - $299K
|
4.54K
$724K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1K+ 53.7% |
$112K - $141K
|
2.87K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 3.26% |
$7.37K - $9.31K
|
2.09K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$55.8K - $70.5K
|
800
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
134KNew |
$15M - $19M
|
134K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17New |
$1.9K - $2.4K
|
17
$2.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 314.27% |
$2.05M - $2.59M
|
24.2K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
13.6K+ 27.15% |
$1.52M - $1.92M
|
63.7K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$230K - $291K
|
2.06K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
684New |
$76.4K - $96.5K
|
684
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$453K - $573K
|
4.06K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 3.37% |
$19K - $24K
|
5.22K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
14K+ 17.47% |
$1.56M - $1.97M
|
94K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
894+ 40.64% |
$99.8K - $126K
|
3.09K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
107+ 2.76% |
$11.9K - $15.1K
|
3.99K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.69K- 52.51% |
$635K - $803K
|
5.15K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.68K- 23.38% |
$299K - $377K
|
8.77K
$1.4M
|
|