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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
134+ 4.15% |
$18.6K - $21.6K
|
3.36K
$536K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
131+ 0.59% |
$18.2K - $21.1K
|
22.2K
$3.54M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
130+ 0.88% |
$18.1K - $21K
|
15K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
130+ 6.3% |
$18.1K - $21K
|
2.19K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
129+ 3.99% |
$17.9K - $20.8K
|
3.36K
$536K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
126+ 4.17% |
$17.5K - $20.3K
|
3.15K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 40.98% |
$17.4K - $20.1K
|
430
$68.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
125New |
$17.4K - $20.1K
|
125
$19.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
124+ 5.98% |
$17.2K - $20K
|
2.2K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
123+ 1.25% |
$17.1K - $19.8K
|
9.98K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
120+ 1.31% |
$16.7K - $19.3K
|
9.31K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
119+ 4.41% |
$16.6K - $19.2K
|
2.82K
$449K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
119+ 3.82% |
$16.6K - $19.2K
|
3.24K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
118+ 1.46% |
$16.4K - $19K
|
8.18K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 7.1% |
$16.3K - $18.9K
|
1.76K
$281K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
115+ 1.77% |
$16K - $18.5K
|
6.6K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
115+ 1.79% |
$16K - $18.5K
|
6.56K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
114+ 20.07% |
$15.9K - $18.4K
|
682
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
114+ 4.28% |
$15.9K - $18.4K
|
2.78K
$443K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
113+ 13.23% |
$15.7K - $18.2K
|
967
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
111New |
$15.4K - $17.9K
|
111
$17.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
111+ 3.19% |
$15.4K - $17.9K
|
3.59K
$572K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
108+ 0.73% |
$15K - $17.4K
|
14.9K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
107New |
$14.9K - $17.2K
|
107
$17.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
107+ 0.79% |
$14.9K - $17.2K
|
13.7K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
105+ 0.1% |
$14.6K - $16.9K
|
103K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
104+ 2.77% |
$14.5K - $16.8K
|
3.86K
$615K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
103+ 6.45% |
$14.3K - $16.6K
|
1.7K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
103+ 1.96% |
$14.3K - $16.6K
|
5.36K
$855K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
102+ 0.49% |
$14.2K - $16.4K
|
20.9K
$3.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
102+ 91.89% |
$14.2K - $16.4K
|
213
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
100+ 2.74% |
$13.9K - $16.1K
|
3.75K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
CALL |
100New |
$13.9K - $16.1K
|
100
$15.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$15.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.04% |
$13.9K - $16.1K
|
260K
$41.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
100+ 4.8% |
$13.9K - $16.1K
|
2.18K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.4% |
$13.9K - $16.1K
|
25.2K
$4.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
99+ 0.76% |
$13.8K - $16K
|
13.2K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
99+ 5.99% |
$13.8K - $16K
|
1.75K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 5.9% |
$13.5K - $15.6K
|
1.74K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
97+ 5.7% |
$13.5K - $15.6K
|
1.8K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
96+ 3.98% |
$13.4K - $15.5K
|
2.51K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
95+ 0.63% |
$13.2K - $15.3K
|
15.2K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
95+ 2.5% |
$13.2K - $15.3K
|
3.9K
$621K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
92+ 1.76% |
$12.8K - $14.8K
|
5.32K
$848K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
92+ 5.76% |
$12.8K - $14.8K
|
1.69K
$269K
|
|