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 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
851+ 29.98% |
$118K - $137K
|
3.69K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
850+ 6.69% |
$118K - $137K
|
13.6K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
840+ 19.91% |
$117K - $135K
|
5.06K
$807K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
835+ 2.33% |
$116K - $135K
|
36.7K
$5.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
826+ 27.27% |
$115K - $133K
|
3.86K
$615K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
808+ 5.37% |
$112K - $130K
|
15.9K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
800+ 9.88% |
$111K - $129K
|
8.9K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
798+ 21.02% |
$111K - $129K
|
4.6K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
797+ 19.94% |
$111K - $128K
|
4.79K
$764K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
793+ 2.04% |
$110K - $128K
|
39.6K
$6.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
776+ 8.21% |
$108K - $125K
|
10.2K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
772+ 6.2% |
$107K - $124K
|
13.2K
$2.11M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
770+ 40.53% |
$107K - $124K
|
2.67K
$426K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
765+ 0.76% |
$106K - $123K
|
102K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
765+ 12.0% |
$106K - $123K
|
7.14K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
764+ 2.83% |
$106K - $123K
|
27.8K
$4.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
750+ 3.84% |
$104K - $121K
|
20.3K
$3.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
747+ 16.61% |
$104K - $120K
|
5.24K
$836K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
744+ 21.02% |
$103K - $120K
|
4.28K
$683K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
738+ 7.72% |
$103K - $119K
|
10.3K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
734+ 26.07% |
$102K - $118K
|
3.55K
$566K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
734+ 46.99% |
$102K - $118K
|
2.3K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
732+ 2.17% |
$102K - $118K
|
34.5K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
718+ 0.16% |
$99.9K - $116K
|
454K
$72.4M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
714+ 2.24% |
$99.3K - $115K
|
32.5K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
712New |
$99K - $115K
|
712
$114K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
704+ 1.1% |
$97.9K - $113K
|
64.7K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
703+ 6.8% |
$97.8K - $113K
|
11K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
699+ 9.91% |
$97.2K - $113K
|
7.75K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
690+ 27.49% |
$96K - $111K
|
3.2K
$510K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
688+ 969.01% |
$95.7K - $111K
|
759
$121K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
682+ 2.74% |
$94.9K - $110K
|
25.6K
$4.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
678+ 56.93% |
$94.3K - $109K
|
1.87K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
673+ 4.66% |
$93.6K - $108K
|
15.1K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
657+ 3.46% |
$91.4K - $106K
|
19.6K
$3.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
647+ 9.21% |
$90K - $104K
|
7.67K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
645+ 1.46% |
$89.7K - $104K
|
44.7K
$7.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
643+ 6.48% |
$89.4K - $104K
|
10.6K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
635+ 1.14% |
$88.3K - $102K
|
56.4K
$9M
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
627+ 0.91% |
$87.2K - $101K
|
69.2K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
625+ 1.56% |
$86.9K - $101K
|
40.6K
$6.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
602+ 2.47% |
$83.7K - $97K
|
25K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
589+ 0.3% |
$81.9K - $94.9K
|
198K
$31.6M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
588New |
$81.8K - $94.8K
|
588
$93.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
583+ 1.0% |
$81.1K - $94K
|
58.8K
$9.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
579+ 8.67% |
$80.5K - $93.3K
|
7.26K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
575+ 1.48% |
$80K - $92.7K
|
39.4K
$6.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
572+ 8.32% |
$79.6K - $92.2K
|
7.45K
$1.19M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
570+ 1.92% |
$79.3K - $91.9K
|
30.3K
$4.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
569+ 2.31% |
$79.1K - $91.7K
|
25.2K
$4.02M
|
|