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 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
695New |
$64K - $74.3K
|
695
$94.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
677+ 0.89% |
$62.3K - $72.4K
|
77K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
673+ 11.32% |
$62K - $72K
|
6.62K
$900K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
673+ 0.7% |
$62K - $72K
|
96.7K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
657+ 35.25% |
$60.5K - $70.3K
|
2.52K
$343K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
655+ 1.91% |
$60.3K - $70.1K
|
35K
$4.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
655+ 17.62% |
$60.3K - $70.1K
|
4.37K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
643+ 6.31% |
$59.2K - $68.8K
|
10.8K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
621+ 10.15% |
$57.2K - $66.4K
|
6.74K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
619+ 9.44% |
$57K - $66.2K
|
7.18K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
617+ 1.09% |
$56.8K - $66K
|
57.2K
$7.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$56.4K - $65.6K
|
613
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
602+ 12.86% |
$55.4K - $64.4K
|
5.28K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
592+ 78.2% |
$54.5K - $63.3K
|
1.35K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
585+ 2.08% |
$53.9K - $62.6K
|
28.8K
$3.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
584+ 0.13% |
$53.8K - $62.5K
|
440K
$59.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
573+ 1.18% |
$52.8K - $61.3K
|
49.1K
$6.68M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
570+ 5.3% |
$52.5K - $61K
|
11.3K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
568+ 24.66% |
$52.3K - $60.8K
|
2.87K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
562+ 1.27% |
$51.7K - $60.1K
|
44.9K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
547+ 12.15% |
$50.4K - $58.5K
|
5.05K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
533+ 0.26% |
$49.1K - $57K
|
202K
$27.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 103.32% |
$48.7K - $56.6K
|
1.04K
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
505+ 7.85% |
$46.5K - $54K
|
6.94K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
499+ 7.26% |
$45.9K - $53.4K
|
7.38K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
499+ 23.26% |
$45.9K - $53.4K
|
2.64K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
497+ 0.75% |
$45.8K - $53.2K
|
66.9K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
494+ 9.94% |
$45.5K - $52.8K
|
5.46K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
493+ 0.61% |
$45.4K - $52.7K
|
81.8K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
475+ 6.51% |
$43.7K - $50.8K
|
7.77K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
472+ 28.13% |
$43.5K - $50.5K
|
2.15K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
465+ 94.51% |
$42.8K - $49.7K
|
957
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
465+ 15.96% |
$42.8K - $49.7K
|
3.38K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
458New |
$42.2K - $49K
|
458
$62.3K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
456+ 2.1% |
$42K - $48.8K
|
22.1K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
451+ 3.53% |
$41.5K - $48.2K
|
13.2K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
446+ 9.96% |
$41.1K - $47.7K
|
4.92K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
429+ 55.57% |
$39.5K - $45.9K
|
1.2K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
428+ 1.29% |
$39.4K - $45.8K
|
33.5K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
424+ 16.35% |
$39K - $45.4K
|
3.02K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
410+ 0.07% |
$37.7K - $43.9K
|
621K
$84.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
410+ 4.61% |
$37.7K - $43.9K
|
9.31K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
407+ 0.09% |
$37.5K - $43.5K
|
443K
$60.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
405+ 6.21% |
$37.3K - $43.3K
|
6.92K
$942K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
396+ 0.25% |
$36.5K - $42.4K
|
158K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
390+ 12.34% |
$35.9K - $41.7K
|
3.55K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 6.81% |
$35.7K - $41.5K
|
6.08K
$827K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
388+ 3.79% |
$35.7K - $41.5K
|
10.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
382+ 2.39% |
$35.2K - $40.9K
|
16.4K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
379+ 15.79% |
$34.9K - $40.5K
|
2.78K
$378K
|