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 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 91.69% |
$317K - $381K
|
7.89K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.62K+ 107.08% |
$220K - $264K
|
5.06K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 5.22% |
$4.45K - $5.34K
|
963
$135K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
648New |
$54.4K - $65.3K
|
648
$90.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.68K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
40K+ 67.95% |
$3.35M - $4.03M
|
98.8K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-111- 61.33% |
$9.32K - $11.2K
|
70
$9.8K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
113New |
$9.49K - $11.4K
|
113
$15.8K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47KNew |
$291K - $350K
|
3.47K
$485K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.68K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
556New |
$46.7K - $56.1K
|
556
$77.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 9.36% |
$5.88K - $7.06K
|
818
$114K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-19- 11.11% |
$1.6K - $1.92K
|
152
$21.3K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140New |
$11.8K - $14.1K
|
140
$19.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.06K- 27.2% |
$173K - $207K
|
5.5K
$770K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-359- 11.6% |
$30.1K - $36.2K
|
2.74K
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
450+ 2.05% |
$37.8K - $45.4K
|
22.4K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
70New |
$5.88K - $7.06K
|
70
$9.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
48New |
$4.03K - $4.84K
|
48
$6.72K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 7.95% |
$35.7K - $42.9K
|
4.92K
$689K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.16KNew |
$97K - $117K
|
1.16K
$162K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
190New |
$16K - $19.2K
|
190
$26.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
50+ 100.0% |
$4.2K - $5.04K
|
100
$14K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.51KNew |
$211K - $253K
|
2.51K
$352K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.9K+ 38.14% |
$244K - $293K
|
10.5K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3+ 0.77% |
$252 - $302
|
391
$54.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 23.6% |
$4.95K - $5.95K
|
309
$43.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-369- 4.59% |
$31K - $37.2K
|
7.67K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
417New |
$35K - $42K
|
417
$58.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-902- 11.83% |
$75.7K - $90.9K
|
6.73K
$941K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
4.87KNew |
$409K - $491K
|
4.87K
$681K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-158- 4.5% |
$13.3K - $15.9K
|
3.35K
$469K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-388- 97.0% |
$32.6K - $39.1K
|
12
$1.68K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-9.24KClosed |
$696K - $860K
|
0
$0
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-500Closed |
$37.7K - $46.5K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
180K+ 163.64% |
$13.6M - $16.7M
|
290K
$40.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$42K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$56K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
70New |
$5.27K - $6.51K
|
70
$9.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-16.5K- 8.06% |
$1.24M - $1.54M
|
188K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robotti Robert
New York, NY |
SELL
|
- |
-2K- 21.7% |
$151K - $186K
|
7.22K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-46K- 73.51% |
$3.47M - $4.28M
|
16.6K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 30.45% |
$231K - $286K
|
7.01K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.32K+ 413.95% |
$250K - $309K
|
4.13K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$979 - $1.21K
|
8.96K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 98.41% |
$23.3K - $28.8K
|
5
$700
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-306- 5.68% |
$23K - $28.5K
|
5.08K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
109+ 320.59% |
$8.21K - $10.1K
|
143
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.5KNew |
$188K - $233K
|
2.5K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.35KNew |
$704K - $870K
|
9.35K
$1.31M
|
|