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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.81K+ 102.89% |
$88.8K - $142K
|
5.54K
$766K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
318New |
$10.1K - $16K
|
318
$44K
|
|
|
Aug 18, 2020
Q2 2020
|
Gwm Asset Management LTD
St.Julians, O1 |
SELL
|
CALL |
-2KClosed |
$63.2K - $101K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-451Closed |
$14.3K - $22.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.27KClosed |
$40.1K - $64K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Point State Capital LP
New York, NY |
SELL
|
- |
-42.4KClosed |
$1.34M - $2.14M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-234KClosed |
$7.39M - $11.8M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
PUT |
50KNew |
$1.58M - $2.52M
|
50K
$6.92M
|
|
|
Aug 14, 2020
Q2 2020
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-295KClosed |
$9.32M - $14.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-464KClosed |
$14.7M - $23.4M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Voss Capital, LLC
Houston, TX |
SELL
|
- |
-20KClosed |
$632K - $1.01M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-45.9KClosed |
$1.45M - $2.31M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
955New |
$30.2K - $48.1K
|
955
$132K
|
|
|
Aug 11, 2020
Q2 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
CALL |
-17KClosed |
$538K - $857K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-29Closed |
$917 - $1.46K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-7.6KClosed |
$240K - $383K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
SELL
|
- |
-54.7KClosed |
$1.73M - $2.76M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-324Closed |
$10.2K - $16.3K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-28.6KClosed |
$903K - $1.44M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-150Closed |
$4.74K - $7.56K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-5.4K- 30.0% |
$171K - $272K
|
12.6K
$1.74M
|
|
|
Jul 29, 2020
Q2 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-730Closed |
$23.1K - $36.8K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$6.32K - $10.1K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-631Closed |
$20K - $31.8K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$94.9K - $151K
|
3K
$415K
|
|
|
Jul 16, 2020
Q2 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-111KClosed |
$3.51M - $5.6M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Sterling Investment Management, LLC
|
SELL
|
- |
-19.1KClosed |
$605K - $965K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
PUT |
-4.5KClosed |
$142K - $227K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-8MClosed |
$253M - $403M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-3.38KClosed |
$107K - $170K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-18.7KClosed |
$590K - $941K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-435Closed |
$12.1K - $25K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Factorial Partners, LLC
|
SELL
|
- |
-26.4KClosed |
$734K - $1.52M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-27.2KClosed |
$756K - $1.56M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-491K- 36.03% |
$13.7M - $28.3M
|
872K
$121M
|
|
|
May 15, 2020
Q1 2020
|
Tegean Capital Management, LLC
New York, NY |
SELL
|
- |
-150KClosed |
$4.17M - $8.63M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-32.9KClosed |
$916K - $1.89M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4KClosed |
$111K - $230K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-435Closed |
$12.1K - $25K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-293Closed |
$8.15K - $16.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.74KClosed |
$215K - $445K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-4.3KClosed |
$120K - $247K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Mitsubishi Ufj Financial Group Inc
|
SELL
|
- |
-5.47M- 1.43% |
$152M - $315M
|
377M
$52.2B
|
|
|
May 08, 2020
Q1 2020
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-100KClosed |
$2.78M - $5.75M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.61KClosed |
$128K - $265K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-62Closed |
$1.72K - $3.57K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Jennison Associates LLC
|
SELL
|
- |
-136KClosed |
$3.79M - $7.84M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Ar Asset Management Inc
|
BUY
|
- |
11.4KNew |
$317K - $656K
|
11.4K
$1.58M
|
|
|
May 06, 2020
Q1 2020
|
Compton Capital Management Inc
|
SELL
|
- |
-43.9KClosed |
$1.22M - $2.52M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-6.57KClosed |
$183K - $378K
|
0
$0
|
|