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 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25+ 4.82% |
$2.61K - $3.37K
|
544
$86.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.31KNew |
$241K - $312K
|
2.31K
$368K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
655New |
$68.4K - $88.4K
|
655
$104K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
275New |
$28.7K - $37.1K
|
275
$43.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$3.35K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
90New |
$9.4K - $12.1K
|
90
$14.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
44.6K+ 128.22% |
$4.66M - $6.03M
|
79.5K
$12.7M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
80New |
$8.35K - $10.8K
|
80
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-323K- 5.57% |
$33.7M - $43.6M
|
5.48M
$874M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
435K+ 5707.86% |
$45.4M - $58.7M
|
443K
$70.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.71K- 41.84% |
$179K - $231K
|
2.38K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5K+ 21.74% |
$157K - $202K
|
8.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.01KNew |
$314K - $406K
|
3.01K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.4K - $13.5K
|
55.4K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
666+ 5.67% |
$69.5K - $89.9K
|
12.4K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38KNew |
$771K - $997K
|
7.38K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.4% |
$1.25K - $1.62K
|
3K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-165- 7.63% |
$17.2K - $22.3K
|
2K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-34.3K- 93.21% |
$3.58M - $4.63M
|
2.5K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-803- 0.47% |
$83.8K - $108K
|
169K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177K- 86.02% |
$18.5M - $23.9M
|
28.8K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$973K - $1.26M
|
9.32K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
3KNew |
$313K - $405K
|
3K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
300KNew |
$31.3M - $40.5M
|
300K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.79KNew |
$395K - $511K
|
3.79K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
200New |
$20.9K - $27K
|
200
$31.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.38K- 31.14% |
$458K - $592K
|
9.69K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-23.3K- 46.72% |
$2.43M - $3.15M
|
26.6K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
20KNew |
$2.08M - $2.69M
|
20K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
PUT |
-18.8K- 56.97% |
$1.96M - $2.54M
|
14.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-900K- 46.15% |
$94M - $121M
|
1.05M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.78KNew |
$500K - $646K
|
4.78K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.96KNew |
$205K - $265K
|
1.96K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.95KNew |
$204K - $264K
|
1.95K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-906- 5.06% |
$94.6K - $122K
|
17K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.6KNew |
$3.3M - $4.27M
|
31.6K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 22.04% |
$4.28K - $5.53K
|
227
$36.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.77KNew |
$185K - $239K
|
1.77K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.73% |
$104 - $135
|
138
$22K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.77KNew |
$184K - $238K
|
1.77K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$131K - $170K
|
1.26K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.63KNew |
$170K - $220K
|
1.63K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.64KNew |
$171K - $222K
|
1.64K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.1K+ 112.0% |
$2.2M - $2.85M
|
39.9K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.4K+ 2670.72% |
$5.37M - $6.94M
|
53.4K
$8.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Robotti Robert
New York, NY |
SELL
|
- |
-500- 6.93% |
$52.2K - $67.5K
|
6.72K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 1.29% |
$3.45K - $4.45K
|
2.52K
$402K
|
|