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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 0.65% |
$49.7K - $57.5K
|
55K
$8.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
353+ 2.07% |
$49.1K - $56.9K
|
17.4K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
353+ 17.52% |
$49.1K - $56.9K
|
2.37K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
351New |
$48.8K - $56.6K
|
351
$56K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350+ 1.04% |
$48.7K - $56.4K
|
34.1K
$5.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
346+ 6.07% |
$48.1K - $55.8K
|
6.05K
$964K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
330+ 4.5% |
$45.9K - $53.2K
|
7.67K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
324+ 8.89% |
$45.1K - $52.2K
|
3.97K
$633K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 21.49% |
$45.1K - $52.2K
|
1.83K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
321+ 10.6% |
$44.6K - $51.7K
|
3.35K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
313New |
$43.5K - $50.4K
|
313
$49.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
310+ 11.02% |
$43.1K - $50K
|
3.12K
$498K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
309+ 16.62% |
$43K - $49.8K
|
2.17K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
309+ 4.01% |
$43K - $49.8K
|
8.02K
$1.28M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
305+ 17.75% |
$42.4K - $49.2K
|
2.02K
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
302+ 3.92% |
$42K - $48.7K
|
8.01K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
302+ 2.29% |
$42K - $48.7K
|
13.5K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
297+ 16.56% |
$41.3K - $47.9K
|
2.09K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
294+ 8.69% |
$40.9K - $47.4K
|
3.68K
$586K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
293+ 2.39% |
$40.8K - $47.2K
|
12.5K
$2M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
292+ 2.72% |
$40.6K - $47.1K
|
11K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
288+ 4.53% |
$40.1K - $46.4K
|
6.65K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
286+ 10.28% |
$39.8K - $46.1K
|
3.07K
$489K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
277+ 0.31% |
$38.5K - $44.6K
|
88.7K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
275+ 2.39% |
$38.2K - $44.3K
|
11.8K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
269+ 0.15% |
$37.4K - $43.4K
|
180K
$28.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
268+ 25.55% |
$37.3K - $43.2K
|
1.32K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
263+ 86.23% |
$36.6K - $42.4K
|
568
$90.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
262+ 0.14% |
$36.4K - $42.2K
|
182K
$29M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
260+ 2.38% |
$36.2K - $41.9K
|
11.2K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
256+ 3.44% |
$35.6K - $41.3K
|
7.69K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
252New |
$35.1K - $40.6K
|
252
$40.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
252+ 1.92% |
$35.1K - $40.6K
|
13.4K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
250+ 0.47% |
$34.8K - $40.3K
|
53.1K
$8.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250+ 242.72% |
$34.8K - $40.3K
|
353
$56.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
250+ 16.68% |
$34.8K - $40.3K
|
1.75K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
249+ 13.83% |
$34.6K - $40.1K
|
2.05K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
248+ 0.66% |
$34.5K - $40K
|
38K
$6.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
246+ 4.01% |
$34.2K - $39.6K
|
6.37K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
244+ 36.58% |
$33.9K - $39.3K
|
911
$145K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
238+ 6.76% |
$33.1K - $38.4K
|
3.76K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
236+ 3.66% |
$32.8K - $38K
|
6.69K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
236+ 0.94% |
$32.8K - $38K
|
25.3K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
233+ 4.6% |
$32.4K - $37.6K
|
5.3K
$844K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
233+ 4.26% |
$32.4K - $37.6K
|
5.7K
$910K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
230+ 5.56% |
$32K - $37.1K
|
4.36K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
228+ 2.92% |
$31.7K - $36.7K
|
8.04K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
224+ 2.73% |
$31.2K - $36.1K
|
8.43K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
219+ 0.78% |
$30.5K - $35.3K
|
28.3K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
219+ 12.83% |
$30.5K - $35.3K
|
1.93K
$307K
|
|