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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
349+ 1125.81% |
$53K - $59.3K
|
380
$60.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
314+ 1.03% |
$47.7K - $53.4K
|
30.9K
$4.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
224+ 8.84% |
$34K - $38.1K
|
2.76K
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
215+ 1.84% |
$32.6K - $36.5K
|
11.9K
$1.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
212+ 4.57% |
$32.2K - $36K
|
4.86K
$774K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
196+ 1.19% |
$29.8K - $33.3K
|
16.7K
$2.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
185+ 4.07% |
$28.1K - $31.4K
|
4.73K
$753K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
184+ 6.32% |
$27.9K - $31.3K
|
3.1K
$494K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
176+ 6.95% |
$26.7K - $29.9K
|
2.71K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
174+ 11.65% |
$26.4K - $29.6K
|
1.67K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
169+ 2.91% |
$25.7K - $28.7K
|
5.97K
$951K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
154New |
$23.4K - $26.2K
|
154
$24.6K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
148+ 1.48% |
$22.5K - $25.1K
|
10.1K
$1.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
114+ 0.82% |
$17.3K - $19.4K
|
14K
$2.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
86+ 5.21% |
$13.1K - $14.6K
|
1.74K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
79+ 2.88% |
$12K - $13.4K
|
2.82K
$450K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70+ 2.05% |
$10.6K - $11.9K
|
3.49K
$556K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 2.35% |
$10.6K - $11.9K
|
3.05K
$486K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
66+ 0.57% |
$10K - $11.2K
|
11.6K
$1.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 2.7% |
$9.72K - $10.9K
|
2.43K
$388K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 3.72% |
$9.42K - $10.5K
|
1.73K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
58+ 1.65% |
$8.81K - $9.86K
|
3.58K
$571K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
58+ 3.39% |
$8.81K - $9.86K
|
1.77K
$282K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53+ 0.14% |
$8.05K - $9.01K
|
37.3K
$5.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 2.34% |
$7.44K - $8.33K
|
2.14K
$342K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
49+ 3.67% |
$7.44K - $8.33K
|
1.38K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 1.55% |
$7.14K - $7.99K
|
3.07K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 47.06% |
$6.07K - $6.8K
|
125
$19.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 29.6% |
$5.62K - $6.29K
|
162
$25.8K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
28+ 1.32% |
$4.25K - $4.76K
|
2.16K
$344K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
28+ 1.12% |
$4.25K - $4.76K
|
2.53K
$404K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 10.83% |
$3.95K - $4.42K
|
266
$42.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26+ 14.77% |
$3.95K - $4.42K
|
202
$32.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
25+ 1.03% |
$3.8K - $4.25K
|
2.46K
$392K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 1.35% |
$2.89K - $3.23K
|
1.42K
$227K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19+ 46.34% |
$2.89K - $3.23K
|
60
$9.57K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 0.23% |
$2.73K - $3.06K
|
7.95K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
17+ 32.08% |
$2.58K - $2.89K
|
70
$11.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
14+ 0.65% |
$2.13K - $2.38K
|
2.18K
$347K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
12+ 0.05% |
$1.82K - $2.04K
|
24.8K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.43% |
$1.06K - $1.19K
|
1.65K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4+ 0.12% |
$607 - $680
|
3.35K
$534K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 13.33% |
$607 - $680
|
34
$5.42K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.59% |
$607 - $680
|
681
$109K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$304 - $340
|
375
$59.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.0% |
$152 - $170
|
33.9K
$5.41M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.01M+ 589.29% |
$419M - $485M
|
3.52M
$562M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1.42M+ 141.29% |
$198M - $229M
|
2.43M
$388M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.15M+ 37.42% |
$160M - $185M
|
4.22M
$673M
|
|
|
Nov 14, 2025
Q3 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.07MNew |
$149M - $172M
|
1.07M
$171M
|
|