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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$10.4K - $13.5K
|
100
$15.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.16K- 64.48% |
$539K - $696K
|
2.84K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$7.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.74K- 3.92% |
$704K - $910K
|
165K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
589New |
$61.5K - $79.5K
|
589
$93.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$990K - $1.28M
|
9.48K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.66K- 4.46% |
$173K - $223K
|
35.4K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51New |
$5.33K - $6.88K
|
51
$8.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$446K - $577K
|
4.27K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.94KNew |
$829K - $1.07M
|
7.94K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
119New |
$12.4K - $16.1K
|
119
$19K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53+ 3.95% |
$5.53K - $7.15K
|
1.39K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
200+ 8.05% |
$20.9K - $27K
|
2.69K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
31.5KNew |
$3.29M - $4.25M
|
31.5K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.4K- 5.81% |
$147K - $189K
|
22.7K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$22.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
557+ 0.71% |
$58.2K - $75.2K
|
79.2K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-43- 2.17% |
$4.49K - $5.8K
|
1.94K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 4.59% |
$10.7K - $13.8K
|
2.32K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.74KNew |
$182K - $235K
|
1.74K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
180New |
$18.8K - $24.3K
|
180
$28.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-535- 5.23% |
$55.9K - $72.2K
|
9.69K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.59% |
$2.09K - $2.7K
|
3.42K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
340New |
$35.5K - $45.9K
|
340
$54.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-97- 4.35% |
$10.1K - $13.1K
|
2.13K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 28.85% |
$1.57K - $2.02K
|
37
$5.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-112- 52.83% |
$11.7K - $15.1K
|
100
$15.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$188K - $243K
|
1.8K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
77+ 1.78% |
$8.04K - $10.4K
|
4.41K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-9.5K- 6.94% |
$992K - $1.28M
|
127K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.39K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.32KNew |
$137K - $178K
|
1.32K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$1.16M - $1.5M
|
11.1K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$159K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$7.33K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
419+ 6.38% |
$43.8K - $56.6K
|
6.99K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
35.4KNew |
$3.69M - $4.77M
|
35.4K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.39% |
$835 - $1.08K
|
2.05K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$13.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.07KNew |
$112K - $145K
|
1.07K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$92.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$64.9K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.14K+ 227.17% |
$327K - $423K
|
4.52K
$720K
|
|