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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.11K+ 5.99% |
$562K - $653K
|
108K
$15M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.07KNew |
$559K - $649K
|
6.07K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05K+ 154.97% |
$557K - $647K
|
9.95K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.05KNew |
$557K - $647K
|
6.05K
$837K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.01K+ 39.49% |
$553K - $642K
|
21.2K
$2.94M
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6K+ 20.48% |
$552K - $642K
|
35.3K
$4.89M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.88K+ 32.26% |
$542K - $629K
|
24.1K
$3.34M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.8K+ 5.21% |
$534K - $620K
|
117K
$16.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 1.36% |
$532K - $618K
|
431K
$59.6M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.76K+ 2.77% |
$530K - $616K
|
213K
$29.5M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.74K+ 8.0% |
$528K - $614K
|
77.4K
$10.7M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.55KNew |
$511K - $594K
|
5.55K
$768K
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
5.5KNew |
$506K - $588K
|
5.5K
$761K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 4.88% |
$497K - $577K
|
116K
$16.1M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.37K+ 3.28% |
$494K - $574K
|
169K
$23.4M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.26K+ 28.63% |
$484K - $563K
|
23.6K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.21K+ 2.46% |
$480K - $558K
|
217K
$30.1M
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
5.19K+ 7.09% |
$478K - $555K
|
78.4K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.16K+ 31.65% |
$475K - $551K
|
21.4K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.14K+ 6.39% |
$473K - $549K
|
85.4K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.12K+ 29.31% |
$472K - $548K
|
22.6K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.08K+ 1.52% |
$467K - $543K
|
340K
$47M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.05KNew |
$465K - $540K
|
5.05K
$699K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.02K+ 9.18% |
$463K - $537K
|
59.8K
$8.27M
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
5KNew |
$460K - $535K
|
5K
$692K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.99K+ 134.91% |
$459K - $534K
|
8.69K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$458K - $533K
|
4.98K
$689K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.92KNew |
$453K - $527K
|
4.92K
$682K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.62KNew |
$425K - $494K
|
4.62K
$639K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.62K+ 14.26% |
$425K - $494K
|
37K
$5.12M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.57K+ 26.05% |
$421K - $489K
|
22.1K
$3.06M
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.45KNew |
$410K - $476K
|
4.45K
$616K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.43K+ 18.0% |
$408K - $474K
|
29.1K
$4.02M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.29K+ 12.86% |
$395K - $459K
|
37.6K
$5.21M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.27KNew |
$394K - $457K
|
4.27K
$592K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.25K+ 184.3% |
$391K - $454K
|
6.55K
$907K
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
4.09KNew |
$376K - $437K
|
4.09K
$566K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4K+ 4.72% |
$368K - $428K
|
88.8K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.82K+ 3.62% |
$352K - $409K
|
109K
$15.1M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 5.74% |
$346K - $402K
|
69.2K
$9.59M
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.71K+ 11.23% |
$341K - $397K
|
36.7K
$5.09M
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.65K+ 8.14% |
$336K - $391K
|
48.5K
$6.71M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$505K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$505K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.62K+ 3.95% |
$333K - $387K
|
95.1K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.52K+ 2.4% |
$324K - $376K
|
150K
$20.8M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.45K+ 23.31% |
$317K - $369K
|
18.2K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42K+ 30.58% |
$315K - $366K
|
14.6K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.41K+ 30.55% |
$314K - $365K
|
14.6K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41K+ 3.26% |
$314K - $364K
|
108K
$15M
|