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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-118K- 7.74% |
$12.3M - $15.9M
|
1.41M
$224M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53New |
$5.53K - $7.15K
|
53
$8.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.16KNew |
$435K - $562K
|
4.16K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44+ 1.58% |
$4.59K - $5.94K
|
2.82K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
79New |
$8.25K - $10.7K
|
79
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.53% |
$4.8K - $6.21K
|
8.71K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-2.3K- 42.59% |
$240K - $310K
|
3.1K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.7K- 24.18% |
$386K - $499K
|
11.6K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-37- 1.41% |
$3.86K - $4.99K
|
2.59K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-47- 4.49% |
$4.91K - $6.34K
|
1K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
35.9KNew |
$3.75M - $4.85M
|
35.9K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
400KNew |
$41.8M - $54M
|
400K
$63.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-15.8K- 6.84% |
$1.65M - $2.13M
|
215K
$34.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
585New |
$61.1K - $79K
|
585
$93.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.08KNew |
$113K - $146K
|
1.08K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
300+ 3.8% |
$31.3K - $40.5K
|
8.19K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.2M - $1.55M
|
11.5K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.61K+ 50.06% |
$168K - $217K
|
4.82K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.01K+ 113.76% |
$627K - $811K
|
11.3K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
273New |
$28.5K - $36.9K
|
273
$43.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.15K- 9.91% |
$433K - $560K
|
37.7K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
219New |
$22.9K - $29.6K
|
219
$34.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
167KNew |
$17.4M - $22.5M
|
167K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
149New |
$15.6K - $20.1K
|
149
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.8K- 10.3% |
$2.18M - $2.81M
|
181K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$6.16K - $7.96K
|
59
$9.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
396New |
$41.4K - $53.5K
|
396
$63.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
2.95KNew |
$308K - $398K
|
2.95K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.88KNew |
$196K - $254K
|
1.88K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55.1KNew |
$5.76M - $7.44M
|
55.1K
$8.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
62New |
$6.47K - $8.37K
|
62
$9.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-103- 1.35% |
$10.8K - $13.9K
|
7.53K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$3.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
124New |
$12.9K - $16.7K
|
124
$19.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
45.3KNew |
$4.73M - $6.12M
|
45.3K
$7.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$65.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
189New |
$19.7K - $25.5K
|
189
$30.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$60.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-402- 18.31% |
$42K - $54.3K
|
1.79K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45.9K- 19.99% |
$4.79M - $6.2M
|
184K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.54K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.61KNew |
$168K - $217K
|
1.61K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-16- 13.68% |
$1.67K - $2.16K
|
101
$16.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.1K+ 52.4% |
$1.26M - $1.63M
|
35.2K
$5.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 67.82% |
$346K - $447K
|
8.2K
$1.31M
|
|