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
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
379+ 15.79% |
$34.9K - $40.5K
|
2.78K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
378+ 9.82% |
$34.8K - $40.4K
|
4.23K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
375+ 11.05% |
$34.5K - $40.1K
|
3.77K
$513K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
375+ 0.72% |
$34.5K - $40.1K
|
52.2K
$7.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
371+ 3.97% |
$34.2K - $39.7K
|
9.71K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
368+ 5.86% |
$33.9K - $39.4K
|
6.65K
$904K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
367+ 1.52% |
$33.8K - $39.3K
|
24.5K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
367+ 5.1% |
$33.8K - $39.3K
|
7.56K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
365+ 0.05% |
$33.6K - $39K
|
750K
$102M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
363+ 98.91% |
$33.4K - $38.8K
|
730
$99.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
355+ 4.9% |
$32.7K - $38K
|
7.59K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
350+ 4.17% |
$32.2K - $37.4K
|
8.74K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
348New |
$32K - $37.2K
|
348
$47.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
346+ 2.73% |
$31.9K - $37K
|
13K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
346+ 16.21% |
$31.9K - $37K
|
2.48K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
345+ 0.12% |
$31.8K - $36.9K
|
286K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
344+ 12.85% |
$31.7K - $36.8K
|
3.02K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
344+ 5.92% |
$31.7K - $36.8K
|
6.15K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
327+ 4.34% |
$30.1K - $35K
|
7.85K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
315+ 1.88% |
$29K - $33.7K
|
17.1K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
312+ 385.19% |
$28.7K - $33.4K
|
393
$53.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
309+ 10.47% |
$28.4K - $33.1K
|
3.26K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
300+ 4.75% |
$27.6K - $32.1K
|
6.61K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
295+ 7.14% |
$27.2K - $31.6K
|
4.42K
$602K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
289+ 5.15% |
$26.6K - $30.9K
|
5.9K
$803K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
288+ 1.41% |
$26.5K - $30.8K
|
20.7K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
281+ 2.12% |
$25.9K - $30.1K
|
13.5K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
275+ 3.06% |
$25.3K - $29.4K
|
9.25K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
274+ 5.31% |
$25.2K - $29.3K
|
5.43K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
273+ 3.79% |
$25.1K - $29.2K
|
7.48K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
270+ 2.87% |
$24.9K - $28.9K
|
9.69K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
264+ 4.77% |
$24.3K - $28.2K
|
5.8K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
258New |
$23.8K - $27.6K
|
258
$35.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
257+ 0.91% |
$23.7K - $27.5K
|
28.5K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
253+ 6.44% |
$23.3K - $27.1K
|
4.18K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
251+ 1.54% |
$23.1K - $26.8K
|
16.6K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
250+ 0.85% |
$23K - $26.7K
|
29.7K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
246+ 8.49% |
$22.6K - $26.3K
|
3.14K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
245New |
$22.6K - $26.2K
|
245
$33.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
242+ 2.19% |
$22.3K - $25.9K
|
11.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
241+ 6.61% |
$22.2K - $25.8K
|
3.89K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
236+ 4.78% |
$21.7K - $25.2K
|
5.18K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
234+ 1.71% |
$21.5K - $25K
|
13.9K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
233+ 6.48% |
$21.5K - $24.9K
|
3.83K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
225+ 2.96% |
$20.7K - $24.1K
|
7.82K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
223+ 4.35% |
$20.5K - $23.9K
|
5.35K
$727K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
222+ 321.74% |
$20.4K - $23.7K
|
291
$39.6K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
222+ 9.08% |
$20.4K - $23.7K
|
2.67K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
219+ 1.64% |
$20.2K - $23.4K
|
13.6K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219+ 210.58% |
$20.2K - $23.4K
|
323
$43.9K
|