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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.9K+ 1.03% |
$264K - $306K
|
186K
$29.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.89K+ 2.98% |
$263K - $305K
|
65.3K
$10.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.89K+ 116.74% |
$263K - $305K
|
3.51K
$560K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.87K+ 70.67% |
$260K - $301K
|
4.52K
$720K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 5.95% |
$260K - $301K
|
33.3K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.86K+ 0.65% |
$259K - $300K
|
290K
$46.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 7.75% |
$255K - $295K
|
25.5K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8KNew |
$251K - $290K
|
1.8K
$287K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.8K+ 2.31% |
$250K - $290K
|
79.7K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.8K+ 60.95% |
$250K - $290K
|
4.75K
$758K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.8KNew |
$250K - $289K
|
1.8K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 19.14% |
$249K - $289K
|
11.2K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.74K+ 5.28% |
$241K - $280K
|
34.6K
$5.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$241K - $280K
|
1.74K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.73K+ 74.05% |
$241K - $279K
|
4.07K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
1.7KNew |
$236K - $274K
|
1.7K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
1.69KNew |
$235K - $273K
|
1.69K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.69K+ 4.46% |
$235K - $272K
|
39.5K
$6.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.68KNew |
$234K - $271K
|
1.68K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.66KNew |
$231K - $268K
|
1.66K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.65K+ 2.45% |
$230K - $266K
|
69K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.65KNew |
$229K - $266K
|
1.65K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.63KNew |
$227K - $263K
|
1.63K
$260K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.63K+ 5.4% |
$227K - $263K
|
31.8K
$5.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.63K+ 3.37% |
$227K - $263K
|
50K
$7.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.61K+ 7.8% |
$224K - $259K
|
22.2K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.59KNew |
$220K - $255K
|
1.59K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.54KNew |
$214K - $247K
|
1.54K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.52K+ 15.25% |
$212K - $246K
|
11.5K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 9.03% |
$209K - $243K
|
18.2K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.5KNew |
$208K - $241K
|
1.5K
$239K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
1.49KNew |
$208K - $240K
|
1.49K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.48KNew |
$206K - $239K
|
1.48K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.48KNew |
$205K - $238K
|
1.48K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.47K+ 45.42% |
$205K - $237K
|
4.72K
$752K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.47K+ 4.34% |
$205K - $237K
|
35.4K
$5.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.47KNew |
$204K - $237K
|
1.47K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 32.61% |
$204K - $236K
|
5.97K
$951K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.46K+ 1.0% |
$203K - $235K
|
147K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.44KNew |
$201K - $233K
|
1.44K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.44K+ 8.97% |
$200K - $232K
|
17.5K
$2.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.43K+ 2.56% |
$199K - $231K
|
57.4K
$9.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$198K - $230K
|
1.43K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.42KNew |
$198K - $229K
|
1.42K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.42KNew |
$198K - $229K
|
1.42K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.42KNew |
$197K - $228K
|
1.42K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
1.41K+ 25.12% |
$197K - $228K
|
7.04K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 2.76% |
$197K - $228K
|
52.6K
$8.38M
|
|