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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.97% |
$65.5 - $270
|
155
$21.5K
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-332- 22.31% |
$7.25K - $29.9K
|
1.16K
$160K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$57.3K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.2K- 78.07% |
$331K - $1.37M
|
4.26K
$590K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.98% |
$72.9 - $90.6
|
103
$14.3K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.12K- 44.72% |
$81.9K - $102K
|
1.39K
$192K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-40K- 57.14% |
$2.92M - $3.62M
|
30K
$4.15M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-92Closed |
$6.71K - $8.34K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-6.61KClosed |
$482K - $599K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7Closed |
$510 - $634
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
150KNew |
$10.9M - $13.6M
|
150K
$20.8M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.84KClosed |
$134K - $167K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15Closed |
$1.09K - $1.36K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
500KNew |
$36.5M - $45.3M
|
500K
$69.2M
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
PUT |
-20.3KClosed |
$1.48M - $1.84M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.62KClosed |
$191K - $237K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
804New |
$58.6K - $72.9K
|
804
$111K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.16KClosed |
$84.4K - $105K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$226K - $281K
|
3.1K
$429K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.4KNew |
$904K - $1.12M
|
12.4K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
133KNew |
$9.67M - $12M
|
133K
$18.4M
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-330K- 86.84% |
$24.1M - $29.9M
|
50K
$6.92M
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
SELL
|
PUT |
-3KClosed |
$219K - $272K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-130K- 65.0% |
$9.48M - $11.8M
|
70K
$9.69M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.29KClosed |
$167K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Odey Holdings LTD
London, X0 |
SELL
|
- |
-10.3KClosed |
$754K - $937K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
10.1KNew |
$736K - $915K
|
10.1K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
43.4KNew |
$3.16M - $3.93M
|
43.4K
$6M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.05K+ 181.02% |
$587K - $729K
|
12.5K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.45K+ 280.08% |
$106K - $131K
|
1.97K
$272K
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17K+ 17.16% |
$1.24M - $1.54M
|
116K
$16M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150Closed |
$10.9K - $13.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-700- 5.38% |
$51K - $63.4K
|
12.3K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 10.17% |
$360K - $448K
|
53.5K
$7.41M
|
|
Aug 12, 2022
Q2 2022
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-491KClosed |
$35.8M - $44.5M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-227- 0.85% |
$16.5K - $20.6K
|
26.5K
$3.66M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-12.7KClosed |
$927K - $1.15M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.38KClosed |
$465K - $578K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-195KClosed |
$14.2M - $17.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-9.92K- 94.86% |
$723K - $899K
|
537
$74.3K
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-12KClosed |
$875K - $1.09M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.38KClosed |
$538K - $669K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.52KClosed |
$184K - $229K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300Closed |
$21.9K - $27.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
293New |
$21.4K - $26.5K
|
293
$40.6K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$146 - $181
|
2
$277
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-2.6KClosed |
$190K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
PUT |
-35KClosed |
$2.55M - $3.17M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-89KClosed |
$6.49M - $8.06M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.01KClosed |
$219K - $273K
|
0
$0
|