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 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.39KNew |
$193K - $224K
|
1.39K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.39KNew |
$193K - $224K
|
1.39K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.39KNew |
$193K - $223K
|
1.39K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.38K+ 85.75% |
$192K - $222K
|
2.99K
$476K
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
BUY
|
- |
1.37KNew |
$191K - $221K
|
1.37K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$190K - $220K
|
1.37K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.36K+ 0.07% |
$190K - $220K
|
1.86M
$296M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36K+ 18.26% |
$189K - $219K
|
8.82K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.36K+ 4.33% |
$189K - $219K
|
32.8K
$5.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.36K+ 3.54% |
$189K - $219K
|
39.8K
$6.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.36KNew |
$189K - $219K
|
1.36K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36KNew |
$188K - $218K
|
1.36K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.35KNew |
$187K - $217K
|
1.35K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.34KNew |
$187K - $217K
|
1.34K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.34KNew |
$187K - $216K
|
1.34K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.34K+ 11.65% |
$186K - $216K
|
12.8K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.33KNew |
$185K - $215K
|
1.33K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.33KNew |
$184K - $214K
|
1.33K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33K+ 12.35% |
$184K - $214K
|
12.1K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.32KNew |
$184K - $213K
|
1.32K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.32KNew |
$183K - $213K
|
1.32K
$210K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.32KNew |
$183K - $212K
|
1.32K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.32K+ 6.0% |
$183K - $212K
|
23.3K
$3.71M
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$183K - $212K
|
1.31K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$183K - $212K
|
1.31K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.31K+ 43.67% |
$182K - $211K
|
4.31K
$687K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.31KNew |
$182K - $210K
|
1.31K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.3KNew |
$181K - $210K
|
1.3K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
CALL |
1.3KNew |
$181K - $210K
|
1.3K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.3K+ 1109.4% |
$181K - $209K
|
1.42K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.3KNew |
$180K - $209K
|
1.3K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.28KNew |
$179K - $207K
|
1.28K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.28KNew |
$178K - $207K
|
1.28K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.28K+ 16.02% |
$178K - $206K
|
9.25K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.28KNew |
$177K - $206K
|
1.28K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.28KNew |
$177K - $205K
|
1.28K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.27K+ 28.99% |
$177K - $205K
|
5.66K
$903K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.27KNew |
$177K - $205K
|
1.27K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.27KNew |
$176K - $204K
|
1.27K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.26KNew |
$176K - $204K
|
1.26K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.26K+ 59.05% |
$175K - $203K
|
3.39K
$541K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$175K - $203K
|
1.26K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.25KNew |
$174K - $202K
|
1.25K
$200K
|
|