Latest Institutional Purchases of Morgan Stanley (MS)
This list provides information on the latest institutional transactions involving Morgan Stanley (MS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
69.1K+ 29.99% |
$10.5M - $11.7M
|
300K
$47.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
67.6K+ 7.53% |
$10.3M - $11.5M
|
965K
$154M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
43.4K+ 93.08% |
$6.59M - $7.37M
|
90K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
30.2K+ 30.14% |
$4.59M - $5.13M
|
130K
$20.8M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
16.2KNew |
$2.45M - $2.75M
|
16.2K
$2.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
15.9KNew |
$2.42M - $2.71M
|
15.9K
$2.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.6KNew |
$1.91M - $2.13M
|
12.6K
$2M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.73K+ 207.04% |
$871K - $974K
|
8.5K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
4.81K+ 11.24% |
$731K - $817K
|
47.6K
$7.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.32KNew |
$656K - $734K
|
4.32K
$688K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
4.28K+ 25.96% |
$650K - $727K
|
20.8K
$3.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$568K - $635K
|
3.74K
$596K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.65K+ 4.06% |
$403K - $450K
|
68K
$10.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.65K+ 8.7% |
$402K - $450K
|
33.1K
$5.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 5.45% |
$399K - $447K
|
50.9K
$8.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.54KNew |
$385K - $431K
|
2.54K
$404K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.75K+ 7.79% |
$266K - $298K
|
24.2K
$3.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57K+ 7.87% |
$238K - $267K
|
21.5K
$3.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
1.53KNew |
$233K - $260K
|
1.53K
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.48KNew |
$225K - $252K
|
1.48K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$223K - $249K
|
1.47K
$234K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 15.49% |
$215K - $241K
|
10.6K
$1.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$213K - $238K
|
1.4K
$224K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.28KNew |
$194K - $217K
|
1.28K
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.11K+ 15.89% |
$169K - $189K
|
8.1K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 10.84% |
$166K - $186K
|
11.2K
$1.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
879+ 16.49% |
$133K - $149K
|
6.21K
$990K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
812+ 1.9% |
$123K - $138K
|
43.6K
$6.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
736+ 0.79% |
$112K - $125K
|
93.6K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
724+ 2896.0% |
$110K - $123K
|
749
$119K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
712+ 7.75% |
$108K - $121K
|
9.89K
$1.58M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
522+ 12.49% |
$79.3K - $88.7K
|
4.7K
$750K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
458+ 5.09% |
$69.6K - $77.8K
|
9.46K
$1.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
349+ 1125.81% |
$53K - $59.3K
|
380
$60.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
314+ 1.03% |
$47.7K - $53.4K
|
30.9K
$4.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.57% |
$32.2K - $36K
|
4.86K
$774K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
196+ 1.19% |
$29.8K - $33.3K
|
16.7K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
184+ 6.32% |
$27.9K - $31.3K
|
3.1K
$494K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
176+ 6.95% |
$26.7K - $29.9K
|
2.71K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
169+ 2.91% |
$25.7K - $28.7K
|
5.97K
$951K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
148+ 1.48% |
$22.5K - $25.1K
|
10.1K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
86+ 5.21% |
$13.1K - $14.6K
|
1.74K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
79+ 2.88% |
$12K - $13.4K
|
2.82K
$450K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70+ 2.05% |
$10.6K - $11.9K
|
3.49K
$556K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 2.35% |
$10.6K - $11.9K
|
3.05K
$486K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
66+ 0.57% |
$10K - $11.2K
|
11.6K
$1.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 2.7% |
$9.72K - $10.9K
|
2.43K
$388K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 3.72% |
$9.42K - $10.5K
|
1.73K
$276K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
58+ 3.39% |
$8.81K - $9.86K
|
1.77K
$282K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
49+ 3.67% |
$7.44K - $8.33K
|
1.38K
$221K
|
|