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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
560+ 21.51% |
$77.9K - $90.2K
|
3.16K
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
558+ 0.35% |
$77.6K - $89.9K
|
162K
$25.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
554+ 19.62% |
$77.1K - $89.3K
|
3.38K
$539K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
551+ 6.8% |
$76.6K - $88.8K
|
8.65K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
547+ 4.5% |
$76.1K - $88.2K
|
12.7K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
543+ 0.27% |
$75.5K - $87.5K
|
204K
$32.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
532+ 31.0% |
$74K - $85.7K
|
2.25K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
530+ 1.33% |
$73.7K - $85.4K
|
40.5K
$6.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
529+ 3.27% |
$73.6K - $85.3K
|
16.7K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
526+ 17.86% |
$73.2K - $84.8K
|
3.47K
$553K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
525+ 6.24% |
$73K - $84.6K
|
8.94K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
521+ 26.25% |
$72.5K - $84K
|
2.51K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
520+ 0.78% |
$72.3K - $83.8K
|
67K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
518+ 0.48% |
$72K - $83.5K
|
109K
$17.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
518+ 6.61% |
$72K - $83.5K
|
8.35K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
509+ 17.98% |
$70.8K - $82K
|
3.34K
$533K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
508+ 10.74% |
$70.7K - $81.9K
|
5.24K
$835K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
505+ 1.93% |
$70.2K - $81.4K
|
26.6K
$4.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 0.68% |
$69.5K - $80.6K
|
73.9K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
482+ 16.16% |
$67K - $77.7K
|
3.47K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
479New |
$66.6K - $77.2K
|
479
$76.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
476+ 14.8% |
$66.2K - $76.7K
|
3.69K
$589K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
453+ 18.89% |
$63K - $73K
|
2.85K
$455K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
451+ 3.12% |
$62.7K - $72.7K
|
14.9K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
450+ 19.35% |
$62.6K - $72.5K
|
2.78K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
443+ 10.74% |
$61.6K - $71.4K
|
4.57K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
442+ 8.61% |
$61.5K - $71.2K
|
5.57K
$889K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
437+ 28.98% |
$60.8K - $70.4K
|
1.95K
$310K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
436+ 0.9% |
$60.6K - $70.3K
|
48.7K
$7.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
435+ 10.07% |
$60.5K - $70.1K
|
4.75K
$758K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
434+ 11.11% |
$60.4K - $69.9K
|
4.34K
$692K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433+ 9.79% |
$60.2K - $69.8K
|
4.86K
$774K
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
428+ 21.38% |
$59.5K - $69K
|
2.43K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
424+ 5.16% |
$59K - $68.3K
|
8.64K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
418+ 6.51% |
$58.1K - $67.4K
|
6.84K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
414+ 2.8% |
$57.6K - $66.7K
|
15.2K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
400New |
$55.6K - $64.5K
|
400
$63.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
400New |
$55.6K - $64.5K
|
400
$63.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
398+ 1.62% |
$55.4K - $64.1K
|
24.9K
$3.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
382+ 10.51% |
$53.1K - $61.6K
|
4.02K
$640K
|
|