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 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
167K+ 0.62% |
$23.3M - $27M
|
27.3M
$4.36B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
14.8K+ 0.26% |
$2.06M - $2.39M
|
5.66M
$902M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-353- 1.2% |
$49.1K - $56.9K
|
29.1K
$4.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.86K+ 5.42% |
$398K - $461K
|
55.7K
$8.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-135K- 0.7% |
$18.8M - $21.8M
|
19.2M
$3.07B
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$1.39K - $1.61K
|
8.75K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
231K+ 17.13% |
$32.2M - $37.3M
|
1.58M
$252M
|
|
|
Nov 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-21K- 8.57% |
$2.92M - $3.38M
|
224K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-142- 4.37% |
$19.8K - $22.9K
|
3.11K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
69.3K+ 7.45% |
$9.64M - $11.2M
|
1M
$159M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
91+ 2.28% |
$12.7K - $14.7K
|
4.09K
$652K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
3.02KNew |
$420K - $487K
|
3.02K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
5.5KNew |
$765K - $886K
|
5.5K
$877K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.43% |
$2.09K - $2.42K
|
3.48K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-534K- 5.55% |
$74.3M - $86.1M
|
9.09M
$1.45B
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.21K- 1.95% |
$169K - $195K
|
60.9K
$9.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-450- 1.29% |
$62.6K - $72.5K
|
34.5K
$5.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-83K- 13.42% |
$11.5M - $13.4M
|
535K
$85.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.69K- 8.83% |
$235K - $272K
|
17.5K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-355- 0.04% |
$49.4K - $57.2K
|
894K
$143M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23.6K+ 9.47% |
$3.29M - $3.81M
|
273K
$43.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-106K- 27.42% |
$14.7M - $17M
|
279K
$44.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-183K- 40.46% |
$25.5M - $29.5M
|
270K
$43M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.5K+ 1.49% |
$1.32M - $1.53M
|
648K
$103M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
3KNew |
$417K - $483K
|
3K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-530- 0.98% |
$73.7K - $85.4K
|
53.4K
$8.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.4K- 20.63% |
$2.14M - $2.47M
|
59.1K
$9.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
224+ 2.73% |
$31.2K - $36.1K
|
8.43K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 116.13% |
$5.01K - $5.8K
|
67
$10.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.36K+ 3.54% |
$189K - $219K
|
39.8K
$6.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
899New |
$125K - $145K
|
899
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.61K+ 9.02% |
$502K - $581K
|
43.6K
$6.95M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-1.44K- 1.63% |
$201K - $232K
|
87K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25.8K- 16.58% |
$3.59M - $4.16M
|
130K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-119- 1.79% |
$16.6K - $19.2K
|
6.54K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 5.45% |
$2.92K - $3.38K
|
406
$64.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
738+ 7.72% |
$103K - $119K
|
10.3K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.56K- 27.42% |
$635K - $736K
|
12.1K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-680- 0.22% |
$94.6K - $110K
|
307K
$48.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.07K- 3.5% |
$565K - $655K
|
112K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-43- 30.94% |
$5.98K - $6.93K
|
96
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.32K+ 6.0% |
$183K - $212K
|
23.3K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-22.5K- 5.85% |
$3.13M - $3.63M
|
363K
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-81.1K- 3.77% |
$11.3M - $13.1M
|
2.07M
$330M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.56K+ 0.16% |
$495K - $573K
|
2.3M
$367M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
184+ 10.84% |
$25.6K - $29.7K
|
1.88K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-5.92K- 50.0% |
$823K - $953K
|
5.92K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
458K+ 42.38% |
$63.8M - $73.9M
|
1.54M
$246M
|
|
|
Nov 13, 2025
Q3 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
4.14KNew |
$576K - $667K
|
4.14K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.92K- 4.01% |
$407K - $471K
|
70K
$11.2M
|
|