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 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
28.6KNew |
$2.51M - $3.02M
|
28.6K
$3.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.47KClosed |
$479K - $577K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
613New |
$53.7K - $64.6K
|
613
$84.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-16.7KClosed |
$1.47M - $1.76M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.35KClosed |
$294K - $353K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$8.76M - $10.5M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-179Closed |
$15.7K - $18.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-660Closed |
$51K - $62K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-43KClosed |
$3.33M - $4.04M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-55KClosed |
$4.25M - $5.17M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
PUT |
-17.5KClosed |
$1.35M - $1.64M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
59.2K+ 7400.0% |
$4.58M - $5.56M
|
60K
$8.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100Closed |
$7.73K - $9.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-600Closed |
$46.4K - $56.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
30.4KNew |
$2.35M - $2.85M
|
30.4K
$4.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-2.24MClosed |
$173M - $211M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-104KClosed |
$8.07M - $9.82M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-25KClosed |
$1.93M - $2.35M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-37.3K- 74.6% |
$2.88M - $3.5M
|
12.7K
$1.76M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-145KClosed |
$11.2M - $13.6M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-745Closed |
$57.6K - $70K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-18.3KClosed |
$1.41M - $1.72M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-500Closed |
$38.6K - $47K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-79.1KClosed |
$6.12M - $7.44M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-874Closed |
$67.6K - $82.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Kirkoswald Asset Management LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$915K - $1.11M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100Closed |
$7.73K - $9.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-2.86KClosed |
$221K - $269K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-207Closed |
$16K - $19.4K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.5KClosed |
$891K - $1.08M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-11.5KClosed |
$891K - $1.08M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-1.78K- 39.66% |
$137K - $167K
|
2.7K
$374K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
625New |
$48.3K - $58.7K
|
625
$86.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Security Asset Management
|
SELL
|
- |
-3.53KClosed |
$273K - $332K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-6.39KClosed |
$494K - $600K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.58K - $11.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Consolidated Investment Group LLC
|
BUY
|
- |
12K+ 30.3% |
$927K - $1.13M
|
51.6K
$7.14M
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-469Closed |
$36.2K - $44.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.96KNew |
$461K - $560K
|
5.96K
$825K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.42K- 16.46% |
$109K - $133K
|
7.18K
$994K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.24KClosed |
$95.8K - $116K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$415K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$78.5K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-361- 38.9% |
$27.9K - $33.9K
|
567
$78.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$83.2K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.84KClosed |
$374K - $454K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.23KNew |
$217K - $273K
|
3.23K
$448K
|
|
|
Jul 16, 2021
Q1 2021
|
Soviero Asset Management, LP
New York, NY |
SELL
|
- |
-170KClosed |
$11.4M - $14.3M
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-23Closed |
$1.54K - $1.94K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1074.22% |
$92.2K - $116K
|
1.5K
$208K
|
|