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 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
36.1K+ 15.2% |
$5.48M - $6.13M
|
273K
$43.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
30.2K+ 30.14% |
$4.59M - $5.13M
|
130K
$20.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
20.2KNew |
$3.07M - $3.43M
|
20.2K
$3.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
19K+ 37.58% |
$2.88M - $3.23M
|
69.5K
$11.1M
|
|
|
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 15, 2026
Q4 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
16KNew |
$2.43M - $2.72M
|
16K
$2.55M
|
|
|
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 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 3.36% |
$1.57M - $1.76M
|
318K
$50.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.2K+ 72.83% |
$1.56M - $1.74M
|
24.3K
$3.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
10K+ 14.19% |
$1.52M - $1.7M
|
80.6K
$12.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.73K+ 207.04% |
$871K - $974K
|
8.5K
$1.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.14K+ 1.7% |
$781K - $874K
|
308K
$49.1M
|
|
|
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 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.19KNew |
$637K - $712K
|
4.19K
$669K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$568K - $635K
|
3.74K
$596K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.66KNew |
$555K - $621K
|
3.66K
$583K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.55K+ 3946.67% |
$539K - $604K
|
3.64K
$581K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.01K+ 156.51% |
$456K - $511K
|
4.93K
$785K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.93K+ 86.46% |
$445K - $498K
|
6.32K
$1.01M
|
|
|
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 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.37KNew |
$360K - $403K
|
2.37K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.02K+ 6.81% |
$306K - $343K
|
31.6K
$5.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.92K+ 8.37% |
$291K - $326K
|
24.8K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.75K+ 7.79% |
$266K - $298K
|
24.2K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.7K+ 83.54% |
$257K - $288K
|
3.72K
$594K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.66K+ 7.15% |
$251K - $281K
|
24.8K
$3.95M
|
|
|
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 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.45K+ 20.34% |
$220K - $246K
|
8.58K
$1.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$220K - $246K
|
1.45K
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 15.49% |
$215K - $241K
|
10.6K
$1.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$214K - $240K
|
1.41K
$225K
|
|
|
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 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.19KNew |
$181K - $203K
|
1.19K
$190K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.17KNew |
$177K - $198K
|
1.17K
$186K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.12K+ 0.82% |
$169K - $190K
|
137K
$21.8M
|
|
|
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
|
|