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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 26.08% |
$174K - $201K
|
6.03K
$962K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 3.0% |
$173K - $201K
|
42.8K
$6.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
1.24K+ 4.35% |
$172K - $200K
|
29.7K
$4.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 8.79% |
$172K - $200K
|
15.3K
$2.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.24K+ 0.67% |
$172K - $199K
|
186K
$29.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.23K+ 43.19% |
$171K - $198K
|
4.07K
$649K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.23K+ 22.03% |
$171K - $198K
|
6.8K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
1.2K+ 1.5% |
$167K - $193K
|
81.2K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.2KNew |
$167K - $193K
|
1.2K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.19K+ 7.73% |
$166K - $192K
|
16.6K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.19K+ 0.72% |
$165K - $191K
|
166K
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.18K+ 39.04% |
$164K - $190K
|
4.19K
$668K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.17K+ 4.41% |
$163K - $189K
|
27.8K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 69.52% |
$162K - $188K
|
2.85K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.17K+ 6.19% |
$162K - $188K
|
20K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.15K+ 32.09% |
$160K - $185K
|
4.73K
$754K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.15K+ 9.51% |
$160K - $185K
|
13.2K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.11K+ 1.16% |
$155K - $180K
|
96.8K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 0.23% |
$152K - $176K
|
479K
$76.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 29.87% |
$151K - $175K
|
4.72K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.09K+ 6.72% |
$151K - $175K
|
17.2K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 19.99% |
$150K - $174K
|
6.48K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.06K+ 3.12% |
$147K - $171K
|
35K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1.05K+ 5.65% |
$146K - $169K
|
19.7K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 2.99% |
$146K - $169K
|
36.2K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.04K+ 2.78% |
$145K - $168K
|
38.7K
$6.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 12.31% |
$142K - $165K
|
9.32K
$1.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.01K+ 38.84% |
$141K - $163K
|
3.63K
$578K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.01KNew |
$140K - $163K
|
1.01K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.01K+ 3.05% |
$140K - $162K
|
34K
$5.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1K+ 200.0% |
$139K - $161K
|
1.5K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
996+ 44.68% |
$139K - $161K
|
3.23K
$514K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
989+ 43.0% |
$138K - $159K
|
3.29K
$524K
|
|
|
Nov 17, 2025
Q3 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
985+ 18.83% |
$137K - $159K
|
6.22K
$991K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
979+ 11.35% |
$136K - $158K
|
9.6K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
968+ 18.06% |
$135K - $156K
|
6.33K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
967+ 9.04% |
$135K - $156K
|
11.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
966+ 0.51% |
$134K - $156K
|
190K
$30.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
961+ 19.86% |
$134K - $155K
|
5.8K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
950+ 6.58% |
$132K - $153K
|
15.4K
$2.45M
|
|