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 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
120+ 0.44% |
$11K - $12.8K
|
27.1K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
117New |
$10.8K - $12.5K
|
117
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
117+ 3.14% |
$10.8K - $12.5K
|
3.84K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
115+ 2.05% |
$10.6K - $12.3K
|
5.71K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 6.07% |
$10.6K - $12.3K
|
2.01K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
114+ 4.6% |
$10.5K - $12.2K
|
2.59K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.92% |
$9.94K - $11.6K
|
11.9K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
108+ 830.77% |
$9.94K - $11.6K
|
121
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
105+ 0.16% |
$9.67K - $11.2K
|
66K
$9.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 0.85% |
$9.48K - $11K
|
12.3K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
100+ 0.38% |
$9.21K - $10.7K
|
26.5K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$9.21K - $10.7K
|
100
$13.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
97+ 3.27% |
$8.93K - $10.4K
|
3.06K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97New |
$8.93K - $10.4K
|
97
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
90+ 3.35% |
$8.29K - $9.63K
|
2.78K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
87+ 3.29% |
$8.01K - $9.31K
|
2.73K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
87New |
$8.01K - $9.31K
|
87
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.65% |
$7.92K - $9.2K
|
13.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
82+ 0.23% |
$7.55K - $8.77K
|
35.5K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.37% |
$7K - $8.13K
|
2.33K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
72+ 0.61% |
$6.63K - $7.7K
|
11.9K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
66+ 1.5% |
$6.08K - $7.06K
|
4.46K
$618K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
65+ 1.64% |
$5.98K - $6.95K
|
4.03K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.13% |
$5.98K - $6.95K
|
5.84K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
61+ 12.6% |
$5.62K - $6.52K
|
545
$75.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
60+ 1.19% |
$5.52K - $6.42K
|
5.09K
$704K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 9.28% |
$5.34K - $6.2K
|
683
$94.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58New |
$5.34K - $6.2K
|
58
$8.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
56+ 1.86% |
$5.16K - $5.99K
|
3.07K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
56+ 0.81% |
$5.16K - $5.99K
|
6.94K
$961K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55+ 2.22% |
$5.06K - $5.88K
|
2.54K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
55+ 1.91% |
$5.06K - $5.88K
|
2.94K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
53+ 1.64% |
$4.88K - $5.67K
|
3.29K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 0.84% |
$4.6K - $5.35K
|
6.02K
$833K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 0.98% |
$4.6K - $5.35K
|
5.14K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
49+ 7.83% |
$4.51K - $5.24K
|
675
$93.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.0% |
$4.33K - $5.03K
|
4.77K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
47+ 1.94% |
$4.33K - $5.03K
|
2.47K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 1.03% |
$4.24K - $4.92K
|
4.52K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.21% |
$4.24K - $4.92K
|
3.85K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.46% |
$4.14K - $4.81K
|
9.91K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
43+ 0.07% |
$3.96K - $4.6K
|
58.6K
$8.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 1.25% |
$3.77K - $4.39K
|
3.33K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
40+ 1.17% |
$3.68K - $4.28K
|
3.46K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
39+ 0.83% |
$3.59K - $4.17K
|
4.77K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
39New |
$3.59K - $4.17K
|
39
$5.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 1.46% |
$3.31K - $3.85K
|
2.5K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.47% |
$3.22K - $3.74K
|
2.41K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
35New |
$3.22K - $3.74K
|
35
$4.85K
|