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, 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
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
214+ 0.14% |
$29.8K - $34.5K
|
149K
$23.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
212+ 623.53% |
$29.5K - $34.2K
|
246
$39.2K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
211+ 3.07% |
$29.3K - $34K
|
7.09K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
209+ 3.07% |
$29.1K - $33.7K
|
7.02K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
206+ 11.5% |
$28.7K - $33.2K
|
2K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
205+ 1.0% |
$28.5K - $33K
|
20.8K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
205+ 6.77% |
$28.5K - $33K
|
3.23K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
204+ 2.8% |
$28.4K - $32.9K
|
7.49K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
204+ 1.17% |
$28.4K - $32.9K
|
17.7K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
203+ 1.53% |
$28.2K - $32.7K
|
13.5K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
202+ 6.64% |
$28.1K - $32.6K
|
3.25K
$518K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
201+ 7.69% |
$28K - $32.4K
|
2.81K
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
200+ 13.6% |
$27.8K - $32.2K
|
1.67K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
200+ 3.59% |
$27.8K - $32.2K
|
5.78K
$921K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200+ 17.87% |
$27.8K - $32.2K
|
1.32K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 0.87% |
$27.7K - $32.1K
|
23.2K
$3.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
196+ 96.08% |
$27.3K - $31.6K
|
400
$63.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
194+ 12.27% |
$27K - $31.3K
|
1.78K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
191+ 2.46% |
$26.6K - $30.8K
|
7.94K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
190+ 41.58% |
$26.4K - $30.6K
|
647
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
189+ 5.85% |
$26.3K - $30.5K
|
3.42K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
188+ 3.61% |
$26.1K - $30.3K
|
5.39K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
176+ 57.14% |
$24.5K - $28.4K
|
484
$77.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
175+ 9.05% |
$24.3K - $28.2K
|
2.11K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
173+ 0.37% |
$24.1K - $27.9K
|
46.7K
$7.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
169+ 3.33% |
$23.5K - $27.2K
|
5.25K
$837K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
166+ 10.33% |
$23.1K - $26.8K
|
1.77K
$283K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
165+ 0.8% |
$22.9K - $26.6K
|
20.8K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
165+ 220.0% |
$22.9K - $26.6K
|
240
$38.3K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
163+ 0.77% |
$22.7K - $26.3K
|
21.3K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
160+ 5.44% |
$22.3K - $25.8K
|
3.1K
$495K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
159+ 0.88% |
$22.1K - $25.6K
|
18.1K
$2.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159+ 5.23% |
$22.1K - $25.6K
|
3.2K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
158+ 8.71% |
$22K - $25.5K
|
1.97K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
154+ 1.64% |
$21.4K - $24.8K
|
9.53K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
154+ 0.65% |
$21.4K - $24.8K
|
23.8K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
154+ 3.2% |
$21.4K - $24.8K
|
4.97K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
150+ 6.17% |
$20.9K - $24.2K
|
2.58K
$412K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
150+ 3.68% |
$20.9K - $24.2K
|
4.23K
$674K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 13.91% |
$20.9K - $24.2K
|
1.23K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
148New |
$20.6K - $23.9K
|
148
$23.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
147+ 6.41% |
$20.4K - $23.7K
|
2.44K
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
142New |
$19.8K - $22.9K
|
142
$22.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
142+ 5.4% |
$19.8K - $22.9K
|
2.77K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
141+ 3.69% |
$19.6K - $22.7K
|
3.97K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
138+ 5.48% |
$19.2K - $22.2K
|
2.66K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
136+ 3.36% |
$18.9K - $21.9K
|
4.18K
$667K
|
|