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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
451+ 16.51% |
$47.1K - $60.9K
|
3.18K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
450+ 5.46% |
$47K - $60.7K
|
8.69K
$948K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
436+ 2.54% |
$45.5K - $58.9K
|
17.6K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
432+ 11.51% |
$45.1K - $58.3K
|
4.19K
$457K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
424+ 6.39% |
$44.3K - $57.2K
|
7.06K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
419+ 6.38% |
$43.8K - $56.6K
|
6.99K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
412+ 72.54% |
$43K - $55.6K
|
980
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
409+ 8.32% |
$42.7K - $55.2K
|
5.33K
$581K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
407+ 3.36% |
$42.5K - $54.9K
|
12.5K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
407+ 12.11% |
$42.5K - $54.9K
|
3.77K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$44.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
398+ 13.27% |
$41.6K - $53.7K
|
3.4K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
398+ 6.65% |
$41.6K - $53.7K
|
6.39K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
396New |
$41.4K - $53.5K
|
396
$43.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
395+ 4.7% |
$41.2K - $53.3K
|
8.8K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
393+ 18.28% |
$41K - $53.1K
|
2.54K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 54.67% |
$40.9K - $52.9K
|
1.11K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
388+ 2.37% |
$40.5K - $52.4K
|
16.8K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
379+ 6.34% |
$39.6K - $51.2K
|
6.36K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
373+ 3.67% |
$38.9K - $50.4K
|
10.5K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
370+ 18.05% |
$38.6K - $49.9K
|
2.42K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
365+ 9.32% |
$38.1K - $49.3K
|
4.28K
$467K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
363New |
$37.9K - $49K
|
363
$39.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
361+ 5.49% |
$37.7K - $48.7K
|
6.94K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
360New |
$37.6K - $48.6K
|
360
$39.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
357+ 1.32% |
$37.3K - $48.2K
|
27.4K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
356+ 9.27% |
$37.2K - $48.1K
|
4.2K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
352+ 2.49% |
$36.8K - $47.5K
|
14.5K
$1.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 7.06% |
$36.1K - $46.7K
|
5.24K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
343+ 2.01% |
$35.8K - $46.3K
|
17.4K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
340New |
$35.5K - $45.9K
|
340
$37.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
338+ 2.49% |
$35.3K - $45.6K
|
13.9K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 0.85% |
$35.2K - $45.5K
|
39.8K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
334+ 2.46% |
$34.9K - $45.1K
|
13.9K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 4.76% |
$33.6K - $43.5K
|
7.09K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
317+ 0.13% |
$33.1K - $42.8K
|
240K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
313+ 1841.18% |
$32.7K - $42.3K
|
330
$36K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 11.0% |
$32.4K - $41.8K
|
3.13K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
305+ 3.03% |
$31.8K - $41.2K
|
10.4K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.34% |
$31.6K - $40.9K
|
90.2K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
302New |
$31.5K - $40.8K
|
302
$33K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
301+ 1.67% |
$31.4K - $40.6K
|
18.4K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
300+ 3.8% |
$31.3K - $40.5K
|
8.19K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
293New |
$30.6K - $39.6K
|
293
$32K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
292+ 0.43% |
$30.5K - $39.4K
|
67.5K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
290+ 12.09% |
$30.3K - $39.1K
|
2.69K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
289New |
$30.2K - $39K
|
289
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287+ 7.2% |
$30K - $38.7K
|
4.27K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285+ 2.58% |
$29.8K - $38.5K
|
11.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
281New |
$29.3K - $37.9K
|
281
$30.7K
|