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 |
---|---|---|---|---|---|---|---|
Aug 14, 2018
Q2 2018
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-32.3KClosed |
$1.52M - $1.78M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.26KClosed |
$201K - $235K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-50KClosed |
$2.36M - $2.76M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.82KClosed |
$85.9K - $101K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-16.1KClosed |
$759K - $888K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
CALL |
300KNew |
$14.2M - $16.6M
|
300K
$41.1M
|
|
Aug 10, 2018
Q2 2018
|
Bandera Partners LLC
New York, NY |
SELL
|
- |
-28KClosed |
$1.32M - $1.55M
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
22 Nw, LP
Seattle, WA |
SELL
|
- |
-32.3KClosed |
$1.52M - $1.78M
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-118Closed |
$5.57K - $6.52K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.63KClosed |
$407K - $476K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Cadinha & CO LLC
|
SELL
|
- |
-4.2KClosed |
$198K - $232K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.9KClosed |
$1.08M - $1.27M
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Sather Financial Group Inc
|
SELL
|
- |
-4KClosed |
$189K - $221K
|
0
$0
|
|
Jul 30, 2018
Q2 2018
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-246KClosed |
$11.6M - $13.6M
|
0
$0
|
|
Jul 20, 2018
Q2 2018
|
Jag Capital Management, LLC
|
SELL
|
- |
-299KClosed |
$14.1M - $16.5M
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
6KNew |
$311K - $353K
|
6K
$823K
|
|
May 15, 2018
Q1 2018
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-9.4KClosed |
$487K - $554K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-143KClosed |
$7.38M - $8.39M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-9.56KClosed |
$495K - $563K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-74.7KClosed |
$3.87M - $4.4M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
PUT |
-8.1KClosed |
$419K - $477K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-165Closed |
$8.55K - $9.72K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-36KClosed |
$1.87M - $2.12M
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-118Closed |
$6.11K - $6.95K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
30KNew |
$1.55M - $1.77M
|
30K
$4.11M
|
|
May 07, 2018
Q1 2018
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-156Closed |
$8.08K - $9.19K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Newfound Research LLC
|
SELL
|
- |
-24Closed |
$1.24K - $1.41K
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-29.4KClosed |
$1.52M - $1.73M
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
Tilden Park Management I LLC
New York, NY |
SELL
|
PUT |
-500KClosed |
$25.9M - $29.5M
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1KClosed |
$51.8K - $58.9K
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-4.04KClosed |
$209K - $238K
|
0
$0
|
|
Apr 20, 2018
Q1 2018
|
Pelham Global Financials LTD
London, X0 |
SELL
|
- |
-170KClosed |
$8.8M - $10M
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-431Closed |
$22.3K - $25.4K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
PUT |
700+ 46.67% |
$33.7K - $37.7K
|
2.2K
$302K
|
|
Feb 13, 2018
Q4 2017
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-420Closed |
$20.2K - $22.6K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-54KClosed |
$2.6M - $2.91M
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-920KClosed |
$44.2M - $49.5M
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-210Closed |
$10.1K - $11.3K
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-20KClosed |
$963K - $1.08M
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-50- 11.11% |
$2.41K - $2.69K
|
400
$54.9K
|
|
Feb 06, 2018
Q4 2017
|
Fusion Family Wealth LLC
|
SELL
|
- |
-156Closed |
$7.5K - $8.4K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
North Star Asset Management Inc
|
SELL
|
- |
-5KClosed |
$241K - $269K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-489KClosed |
$23.5M - $26.3M
|
0
$0
|
|
Jan 26, 2018
Q4 2017
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-348KClosed |
$16.8M - $18.8M
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
100KNew |
$4.4M - $4.83M
|
100K
$13.7M
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
624New |
$27.5K - $30.1K
|
624
$85.6K
|
|
Oct 25, 2017
Q3 2017
|
Goodwin Daniel L
|
BUY
|
- |
22KNew |
$968K - $1.06M
|
22K
$3.02M
|
|
Oct 18, 2017
Q3 2017
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-3.24KClosed |
$143K - $157K
|
0
$0
|
|
Oct 13, 2017
Q3 2017
|
First Premier Bank
|
BUY
|
- |
156New |
$6.87K - $7.54K
|
156
$21.4K
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
583New |
$25.7K - $28.2K
|
583
$80K
|