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, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 1.9% |
$141 - $187
|
107
$17.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
22.9KNew |
$1.62M - $2.15M
|
22.9K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
65.9KNew |
$4.64M - $6.17M
|
65.9K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.01K- 98.34% |
$70.9K - $94.3K
|
17
$2.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$443K - $590K
|
6.3K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550- 72.37% |
$38.7K - $51.5K
|
210
$33.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.49KNew |
$316K - $421K
|
4.49K
$717K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700New |
$49.3K - $65.6K
|
700
$112K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.6K- 22.54% |
$113K - $150K
|
5.5K
$877K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
857+ 7.36% |
$60.3K - $80.3K
|
12.5K
$1.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.1% |
$14.1K - $18.7K
|
6.26K
$998K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-366- 35.16% |
$25.8K - $34.3K
|
675
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 33.54% |
$94.3K - $126K
|
2.66K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-205- 70.69% |
$14.4K - $19.2K
|
85
$13.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 21.67% |
$95.3K - $127K
|
4.89K
$780K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
336+ 4.57% |
$23.7K - $31.5K
|
7.69K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 12.05% |
$704 - $937
|
73
$11.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-47- 0.58% |
$3.31K - $4.4K
|
8.1K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$5.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$154K - $204K
|
2.18K
$348K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$7.97K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-21.8K- 19.17% |
$1.78M - $2.06M
|
91.7K
$14.6M
|
|
|
Feb 07, 2025
Q3 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-100K- 40.0% |
$8.17M - $9.47M
|
150K
$23.9M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-299- 9.18% |
$24.4K - $28.3K
|
2.96K
$472K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.2KNew |
$2.88M - $3.34M
|
35.2K
$5.62M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-294Closed |
$24K - $27.8K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 11.76% |
$653 - $757
|
60
$9.57K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
738+ 581.1% |
$60.3K - $69.9K
|
865
$138K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.95% |
$4.08K - $4.73K
|
960
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 50.0% |
$81.7 - $94.7
|
1
$159
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$541K - $627K
|
6.62K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.25K- 27.35% |
$102K - $118K
|
3.31K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.97K- 50.02% |
$406K - $471K
|
4.97K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 50.61% |
$278K - $323K
|
3.33K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.68KNew |
$300K - $348K
|
3.68K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 7.6% |
$105K - $122K
|
18.2K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
27.9KNew |
$2.28M - $2.64M
|
27.9K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-508- 7.23% |
$41.5K - $48.1K
|
6.52K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-251- 15.84% |
$20.5K - $23.8K
|
1.33K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 7.41% |
$16.3K - $18.9K
|
2.9K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.68K- 94.17% |
$791K - $917K
|
600
$95.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
14.8K+ 38.4% |
$1.21M - $1.4M
|
53.3K
$8.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-453- 13.8% |
$37K - $42.9K
|
2.83K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.05K+ 42.76% |
$86.1K - $99.8K
|
3.52K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 4.0% |
$8.17K - $9.47K
|
2.6K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-290- 8.35% |
$23.7K - $27.5K
|
3.19K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99KClosed |
$244K - $283K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.11% |
$4.9K - $5.68K
|
2.9K
$463K
|
|