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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.2KNew |
$1M - $1.16M
|
7.2K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
69+ 101.47% |
$9.6K - $11.1K
|
137
$21.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.69K+ 5.95% |
$1.21M - $1.4M
|
155K
$24.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5.87K- 2.18% |
$816K - $946K
|
263K
$41.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
148New |
$20.6K - $23.9K
|
148
$23.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
CALL |
100New |
$13.9K - $16.1K
|
100
$15.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.41K+ 2.94% |
$613K - $711K
|
154K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 26.08% |
$174K - $201K
|
6.03K
$962K
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
23.3KNew |
$3.25M - $3.76M
|
23.3K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-64.1K- 18.25% |
$8.92M - $10.3M
|
287K
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
13.7K+ 17.95% |
$1.91M - $2.21M
|
90.2K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
129+ 3.99% |
$17.9K - $20.8K
|
3.36K
$536K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
13New |
$1.81K - $2.1K
|
13
$2.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-9.78K- 97.84% |
$1.36M - $1.58M
|
216
$34.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
734+ 26.07% |
$102K - $118K
|
3.55K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-406- 2.68% |
$56.5K - $65.4K
|
14.8K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 4.22% |
$27.7K - $32.1K
|
4.52K
$721K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.73K+ 74.05% |
$241K - $279K
|
4.07K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.81K+ 1.04% |
$1.09M - $1.26M
|
758K
$121M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-510- 13.29% |
$70.9K - $82.2K
|
3.33K
$531K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
SELL
|
- |
-5.92K- 8.25% |
$824K - $954K
|
65.8K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.45K- 7.24% |
$1.18M - $1.36M
|
108K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.58K- 13.85% |
$220K - $255K
|
9.85K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-30.7K- 25.2% |
$4.27M - $4.94M
|
91K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-156K- 16.51% |
$21.7M - $25.2M
|
790K
$126M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.07K+ 1.19% |
$1.26M - $1.46M
|
772K
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.77K+ 74.32% |
$1.22M - $1.41M
|
20.6K
$3.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
24.7KNew |
$3.43M - $3.97M
|
24.7K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.3K- 11.13% |
$1.43M - $1.66M
|
82.1K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
103+ 1.96% |
$14.3K - $16.6K
|
5.36K
$855K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.09K- 4.37% |
$152K - $176K
|
23.9K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
275K+ 3.38% |
$38.2M - $44.3M
|
8.41M
$1.34B
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-411K- 12.19% |
$57.2M - $66.2M
|
2.96M
$472M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
15K+ 6.25% |
$2.09M - $2.42M
|
255K
$40.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.78K+ 0.15% |
$1.36M - $1.58M
|
6.41M
$1.02B
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.88K+ 149.86% |
$540K - $625K
|
6.47K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
4.36K+ 214.67% |
$606K - $703K
|
6.39K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.36K- 3.16% |
$328K - $380K
|
72.2K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.45K+ 140.79% |
$480K - $556K
|
5.9K
$940K
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.82K- 4.54% |
$809K - $937K
|
122K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$582K - $674K
|
4.18K
$667K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
17.1K+ 37.89% |
$2.38M - $2.76M
|
62.2K
$9.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
84.1K+ 59.13% |
$11.7M - $13.6M
|
226K
$36.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-20.2K- 3.75% |
$2.81M - $3.25M
|
518K
$82.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
4.19K+ 11.25% |
$583K - $675K
|
41.5K
$6.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
248+ 0.66% |
$34.5K - $40K
|
38K
$6.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-949- 0.23% |
$132K - $153K
|
415K
$66.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-75- 2.94% |
$10.4K - $12.1K
|
2.48K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-139K- 79.85% |
$19.4M - $22.5M
|
35.2K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
57.4K+ 27.28% |
$7.98M - $9.25M
|
268K
$42.7M
|
|