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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-745- 1.76% |
$56.1K - $69.3K
|
41.6K
$5.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$828 - $1.02K
|
11
$1.54K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$226 - $279
|
887
$124K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
22New |
$1.66K - $2.05K
|
22
$3.08K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.34K- 26.22% |
$101K - $125K
|
3.77K
$527K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.05% |
$9.79K - $12.1K
|
4.13K
$578K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.66K+ 59.73% |
$125K - $155K
|
4.45K
$623K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-166K- 86.15% |
$12.5M - $15.5M
|
26.7K
$3.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.54K+ 43.57% |
$191K - $237K
|
8.38K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
29New |
$2.18K - $2.7K
|
29
$4.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$70K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
15+ 0.54% |
$1.13K - $1.4K
|
2.78K
$388K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.27KNew |
$95.8K - $118K
|
1.27K
$178K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.44K+ 25.27% |
$184K - $227K
|
12.1K
$1.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-379- 13.72% |
$28.5K - $35.3K
|
2.38K
$333K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$42K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
357New |
$26.9K - $33.2K
|
357
$50K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 1.47% |
$10.2K - $12.7K
|
9.11K
$1.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
95New |
$7.15K - $8.84K
|
95
$13.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$1.36K - $1.67K
|
18
$2.52K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
112New |
$8.43K - $10.4K
|
112
$15.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
16+ 0.53% |
$1.2K - $1.49K
|
3.03K
$424K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$6.55K - $27K
|
0
$0
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
23.5KNew |
$512K - $2.11M
|
23.5K
$3.28M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.06K+ 6.12% |
$23.2K - $95.7K
|
18.4K
$2.58M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-521Closed |
$11.4K - $47K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 1.87% |
$5.35K - $22.1K
|
12.8K
$1.8M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$1.9K - $7.84K
|
87
$12.2K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
820+ 26.95% |
$17.9K - $73.9K
|
3.86K
$541K
|
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-17.6K- 14.36% |
$385K - $1.59M
|
105K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 27.77% |
$37.1K - $153K
|
4.42K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42New |
$917 - $3.79K
|
42
$5.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.1K+ 1.3% |
$220K - $909K
|
783K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
111+ 37.0% |
$2.42K - $10K
|
411
$57.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.03KClosed |
$88K - $363K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
57New |
$1.24K - $5.14K
|
57
$7.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-28.5K- 74.03% |
$622K - $2.57M
|
10K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
624K+ 132.99% |
$13.6M - $56.3M
|
1.09M
$153M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.88K- 2.68% |
$84.8K - $350K
|
141K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
7.63K+ 12.43% |
$167K - $688K
|
69K
$9.65M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.4K+ 312.99% |
$381K - $1.57M
|
23K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
80New |
$1.75K - $7.21K
|
80
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
70KNew |
$1.53M - $6.31M
|
70K
$9.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.86KNew |
$84.2K - $348K
|
3.86K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9.3K- 71.0% |
$203K - $838K
|
3.8K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
700New |
$15.3K - $63.1K
|
700
$98K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-319K- 15.74% |
$6.98M - $28.8M
|
1.71M
$239M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10- 6.58% |
$218 - $902
|
142
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-179KClosed |
$3.91M - $16.1M
|
0
$0
|
|