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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
91+ 2.28% |
$12.7K - $14.7K
|
4.09K
$652K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
90+ 0.05% |
$12.5K - $14.5K
|
192K
$30.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
89+ 1.11% |
$12.4K - $14.3K
|
8.09K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
89+ 4.33% |
$12.4K - $14.3K
|
2.14K
$342K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
89+ 57.05% |
$12.4K - $14.3K
|
245
$39.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
87New |
$12.1K - $14K
|
87
$13.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
82New |
$11.4K - $13.2K
|
82
$13.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
81New |
$11.3K - $13.1K
|
81
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
80+ 1.5% |
$11.1K - $12.9K
|
5.43K
$865K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 3.32% |
$11.1K - $12.9K
|
2.49K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
78+ 114.71% |
$10.8K - $12.6K
|
146
$23.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
76New |
$10.6K - $12.2K
|
76
$12.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 0.93% |
$10.4K - $12.1K
|
8.14K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
75New |
$10.4K - $12.1K
|
75
$12K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
73+ 65.18% |
$10.2K - $11.8K
|
185
$29.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
73+ 3.56% |
$10.2K - $11.8K
|
2.12K
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
73+ 4.52% |
$10.2K - $11.8K
|
1.69K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
71+ 7.29% |
$9.88K - $11.4K
|
1.05K
$167K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
71+ 1.9% |
$9.88K - $11.4K
|
3.8K
$606K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
71+ 2.77% |
$9.88K - $11.4K
|
2.64K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
70+ 4.1% |
$9.74K - $11.3K
|
1.78K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
69+ 101.47% |
$9.6K - $11.1K
|
137
$21.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69+ 36.13% |
$9.6K - $11.1K
|
260
$41.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
68+ 3.81% |
$9.46K - $11K
|
1.85K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
68+ 0.68% |
$9.46K - $11K
|
10K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 3.55% |
$9.46K - $11K
|
1.98K
$316K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 4.69% |
$9.46K - $11K
|
1.52K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
66+ 8.14% |
$9.18K - $10.6K
|
877
$140K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
65New |
$9.04K - $10.5K
|
65
$10.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
65New |
$9.04K - $10.5K
|
65
$10.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
65+ 1.05% |
$9.04K - $10.5K
|
6.28K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
65+ 0.18% |
$9.04K - $10.5K
|
36.1K
$5.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
65+ 0.49% |
$9.04K - $10.5K
|
13.2K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
65New |
$9.04K - $10.5K
|
65
$10.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
64+ 3.02% |
$8.9K - $10.3K
|
2.18K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64+ 2.51% |
$8.9K - $10.3K
|
2.62K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
63+ 2.06% |
$8.76K - $10.2K
|
3.12K
$497K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
61+ 2.71% |
$8.48K - $9.83K
|
2.31K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
61+ 1.05% |
$8.48K - $9.83K
|
5.84K
$932K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
60+ 3.98% |
$8.35K - $9.67K
|
1.57K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
58+ 3.56% |
$8.07K - $9.35K
|
1.69K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
56+ 2.0% |
$7.79K - $9.02K
|
2.86K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54+ 0.63% |
$7.51K - $8.7K
|
8.69K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
54+ 0.63% |
$7.51K - $8.7K
|
8.59K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
54+ 2.25% |
$7.51K - $8.7K
|
2.46K
$392K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
53+ 3.24% |
$7.37K - $8.54K
|
1.69K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
52+ 19.85% |
$7.23K - $8.38K
|
314
$50.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
52+ 0.32% |
$7.23K - $8.38K
|
16.1K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
51+ 0.69% |
$7.09K - $8.22K
|
7.48K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
51+ 3.17% |
$7.09K - $8.22K
|
1.66K
$265K
|
|