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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
142KNew |
$3.1M - $12.8M
|
142K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.4KNew |
$74.3K - $307K
|
3.4K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.9K - $235K
|
2.61K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.66K- 15.85% |
$102K - $420K
|
24.7K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-783- 18.6% |
$17.1K - $70.6K
|
3.43K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-215- 6.41% |
$4.7K - $19.4K
|
3.14K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.07K+ 33.57% |
$23.4K - $96.7K
|
4.27K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
658New |
$14.4K - $59.3K
|
658
$92.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.76KClosed |
$82.1K - $339K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
400K+ 3719.89% |
$8.74M - $36.1M
|
411K
$57.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
35+ 1.23% |
$764 - $3.16K
|
2.89K
$404K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.04K- 1.03% |
$22.7K - $93.8K
|
99.6K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
89.3K+ 239.18% |
$1.95M - $8.05M
|
127K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
24.4KNew |
$533K - $2.2M
|
24.4K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
170+ 3.49% |
$3.71K - $15.3K
|
5.04K
$705K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-356- 9.39% |
$7.78K - $32.1K
|
3.43K
$481K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.6KClosed |
$34.9K - $144K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.31K+ 590.5% |
$28.5K - $118K
|
1.53K
$214K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26- 17.11% |
$568 - $2.34K
|
126
$17.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-224- 0.21% |
$4.89K - $20.2K
|
107K
$15M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-349- 11.08% |
$7.62K - $31.5K
|
2.8K
$392K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
45KNew |
$982K - $4.05M
|
45K
$6.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
629New |
$13.7K - $56.7K
|
629
$88K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.13% |
$109 - $451
|
3.94K
$551K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.18KNew |
$69.5K - $287K
|
3.18K
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$32.8K - $135K
|
1.5K
$210K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
413+ 0.43% |
$9.02K - $37.2K
|
96.4K
$13.5M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-452- 12.96% |
$9.87K - $40.7K
|
3.04K
$425K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.15% |
$721 - $2.97K
|
2.9K
$406K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-28.3K- 84.73% |
$618K - $2.55M
|
5.1K
$714K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$78.6K - $325K
|
3.6K
$504K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-517- 0.41% |
$11.3K - $46.6K
|
125K
$17.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.1K- 1.93% |
$351K - $1.45M
|
816K
$114M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.8KNew |
$388K - $1.6M
|
17.8K
$2.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 0.29% |
$306 - $1.26K
|
4.89K
$685K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-153- 0.65% |
$3.34K - $13.8K
|
23.5K
$3.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-890- 8.04% |
$19.4K - $80.2K
|
10.2K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 16.68% |
$67.4K - $278K
|
21.6K
$3.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
11.3KNew |
$247K - $1.02M
|
11.3K
$1.58M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-61- 67.03% |
$1.33K - $5.5K
|
30
$4.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$207K - $856K
|
9.5K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.62KNew |
$101K - $417K
|
4.62K
$647K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
2.21K+ 75.5% |
$48.3K - $199K
|
5.14K
$719K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
167New |
$3.65K - $15.1K
|
167
$23.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-269- 6.71% |
$5.87K - $24.3K
|
3.74K
$523K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.06K- 7.09% |
$44.9K - $185K
|
26.9K
$3.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-420- 3.22% |
$9.17K - $37.9K
|
12.6K
$1.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$218 - $902
|
10
$1.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-2.93K- 27.52% |
$64K - $264K
|
7.72K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
5KNew |
$109K - $451K
|
5K
$700K
|