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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$240K - $302K
|
3.58K
$390K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$109K
|
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.32KClosed |
$222K - $280K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-16.6KClosed |
$1.11M - $1.4M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Weil Company, Inc.
|
SELL
|
- |
-5.47KClosed |
$367K - $461K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167New |
$11.2K - $14.1K
|
167
$18.2K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.3KClosed |
$87.2K - $110K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.94KClosed |
$197K - $248K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-25KClosed |
$1.68M - $2.11M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-32Closed |
$2.15K - $2.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-137Closed |
$9.19K - $11.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-5.3KClosed |
$355K - $447K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3.36KClosed |
$225K - $283K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-11KClosed |
$738K - $928K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-64Closed |
$4.29K - $5.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-19Closed |
$1.27K - $1.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-12.5KClosed |
$838K - $1.05M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.85KClosed |
$459K - $578K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
12.9K+ 12900.0% |
$865K - $1.09M
|
13K
$1.42M
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-5KClosed |
$335K - $422K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$1.01K - $1.27K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$419K - $527K
|
6.24K
$682K
|
|
|
Apr 23, 2021
Q1 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.72KNew |
$182K - $229K
|
2.72K
$297K
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$8.52K - $10.7K
|
127
$13.9K
|
|
|
Apr 20, 2021
Q1 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4KClosed |
$268K - $337K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-884Closed |
$59.3K - $74.6K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.57KClosed |
$105K - $132K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
269New |
$18K - $22.7K
|
269
$29.4K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-794Closed |
$53.2K - $67K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
452+ 12.32% |
$21.4K - $31K
|
4.12K
$450K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-314Closed |
$14.8K - $21.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-85Closed |
$4.02K - $5.83K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$9.45K - $13.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Inherent Group, LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.36M - $3.43M
|
50K
$5.46M
|
|
|
Feb 16, 2021
Q4 2020
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-162K- 30.51% |
$7.66M - $11.1M
|
369K
$40.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-52.8K- 93.35% |
$2.5M - $3.62M
|
3.76K
$411K
|
|
|
Feb 16, 2021
Q4 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-250KClosed |
$11.8M - $17.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-27.5KClosed |
$1.3M - $1.88M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
PUT |
1New |
$47.3 - $68.5
|
1
$109
|
|
|
Feb 11, 2021
Q4 2020
|
Artal Group S.A.
Luxembourg, N4 |
SELL
|
CALL |
-500KClosed |
$23.6M - $34.3M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-7KClosed |
$331K - $480K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$94.5 - $137
|
2
$218
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
6.61KNew |
$312K - $453K
|
6.61K
$721K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-98Closed |
$4.63K - $6.72K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
2K+ 2.22% |
$94.5K - $137K
|
92K
$10M
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-138Closed |
$6.52K - $9.46K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-93Closed |
$4.4K - $6.37K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
58+ 223.08% |
$2.74K - $3.97K
|
84
$9.17K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
324New |
$15.3K - $22.2K
|
324
$35.4K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$4.16K - $6.03K
|
0
$0
|
|