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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
25+ 0.28% |
$2.79K - $3.53K
|
9.02K
$985K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-106- 1.96% |
$11.8K - $15K
|
5.32K
$580K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
86K+ 60.39% |
$9.6M - $12.1M
|
228K
$24.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 3.94% |
$218K - $275K
|
47.6K
$5.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10.6K- 76.37% |
$1.18M - $1.49M
|
3.27K
$357K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.31K+ 57.94% |
$147K - $185K
|
3.58K
$391K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$602K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1- 0.02% |
$112 - $141
|
4.09K
$447K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.26% |
$12.8K - $16.2K
|
3.64K
$398K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
897+ 1.13% |
$100K - $127K
|
80.5K
$8.79M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$662K - $856K
|
6.34K
$692K
|
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
494KNew |
$51.6M - $66.7M
|
494K
$53.9M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6New |
$627 - $810
|
6
$655
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.65KNew |
$172K - $222K
|
1.65K
$180K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.31KNew |
$241K - $312K
|
2.31K
$252K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
123KNew |
$12.9M - $16.6M
|
123K
$13.5M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
115New |
$12K - $15.5K
|
115
$12.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
655New |
$68.4K - $88.4K
|
655
$71.5K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-237- 7.72% |
$24.7K - $32K
|
2.83K
$309K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-373- 4.06% |
$38.9K - $50.4K
|
8.82K
$962K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.58K- 7.62% |
$270K - $348K
|
31.3K
$3.42M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
275New |
$28.7K - $37.1K
|
275
$30K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
33.8KNew |
$3.53M - $4.57M
|
33.8K
$3.69M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 1.77% |
$209 - $270
|
115
$12.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.03MNew |
$107M - $139M
|
1.03M
$112M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.29K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
363New |
$37.9K - $49K
|
363
$39.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-140- 99.29% |
$14.6K - $18.9K
|
1
$109
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
77+ 2.51% |
$8.04K - $10.4K
|
3.14K
$343K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.65KNew |
$172K - $223K
|
1.65K
$180K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
145New |
$15.1K - $19.6K
|
145
$15.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 0.94% |
$1.04K - $1.35K
|
1.06K
$116K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-390- 6.27% |
$40.7K - $52.6K
|
5.83K
$637K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.47K- 11.53% |
$362K - $468K
|
26.6K
$2.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$2.29K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-210- 2.93% |
$21.9K - $28.3K
|
6.97K
$761K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
90New |
$9.4K - $12.1K
|
90
$9.83K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
664+ 26.94% |
$69.3K - $89.6K
|
3.13K
$342K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
489+ 9.93% |
$51.1K - $66K
|
5.41K
$591K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.08KNew |
$217K - $280K
|
2.08K
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-694- 26.06% |
$72.5K - $93.7K
|
1.97K
$215K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-5.3K- 15.01% |
$553K - $715K
|
30K
$3.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$209 - $270
|
4.8K
$524K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 4.14% |
$8.35K - $10.8K
|
1.85K
$202K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
65New |
$6.79K - $8.77K
|
65
$7.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.53K+ 44.91% |
$995K - $1.29M
|
30.7K
$3.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.2K+ 156.81% |
$334K - $432K
|
5.24K
$572K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.84KNew |
$297K - $383K
|
2.84K
$310K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-592- 8.21% |
$61.8K - $79.9K
|
6.62K
$722K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-200- 9.07% |
$20.9K - $27K
|
2.01K
$219K
|
|