Latest Institutional Purchases of Morgan Stanley (MS)

MS Quotes by TradingView

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 27, 2025 Q4 2024
Brandywine Oak Private Wealth LLC

BUY
 -
81
+ 3.08%
$8.46K - $10.9K
2.71K $295K
Feb 18, 2025 Q4 2024
University Of Texas

BUY
 -
80
New
$8.35K - $10.8K
80 $8.73K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
80
+ 0.61%
$8.35K - $10.8K
13.3K $1.45M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
79
New
$8.25K - $10.7K
79 $8.62K
Jan 17, 2025 Q4 2024
Perfromance Wealth Partners, LLC

BUY
 -
78
+ 2.67%
$8.14K - $10.5K
3K $328K
Feb 27, 2025 Q4 2024
Omnia Family Wealth, LLC

BUY
 -
77
+ 2.51%
$8.04K - $10.4K
3.14K $343K
Jan 29, 2025 Q4 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
77
+ 0.08%
$8.04K - $10.4K
102K $11.2M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
77
+ 1.78%
$8.04K - $10.4K
4.41K $481K
Feb 07, 2025 Q4 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
76
+ 1.63%
$7.94K - $10.3K
4.73K $516K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
73
New
$7.62K - $9.85K
73 $7.97K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
73
+ 1.2%
$7.62K - $9.85K
6.16K $672K
Feb 14, 2025 Q4 2024
Dunhill Financial, LLC

London, X0
BUY
 -
71
+ 61.21%
$7.41K - $9.58K
187 $20.4K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
71
New
$7.41K - $9.58K
71 $7.75K
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
70
+ 2.48%
$7.31K - $9.45K
2.9K $316K
Feb 13, 2025 Q4 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
70
+ 2.78%
$7.31K - $9.45K
2.59K $283K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
70
+ 0.42%
$7.31K - $9.45K
16.7K $1.83M
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
68
+ 1.04%
$7.1K - $9.18K
6.6K $720K
Jan 30, 2025 Q4 2024
First Merchants Corp

BUY
 -
66
+ 0.8%
$6.89K - $8.91K
8.33K $909K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
66
+ 6.55%
$6.89K - $8.91K
1.07K $117K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
65
New
$6.79K - $8.77K
65 $7.09K
Jan 22, 2025 Q4 2024
Buffington Mohr Mc Neal

BUY
 -
65
+ 0.57%
$6.79K - $8.77K
11.4K $1.25M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
63
+ 7.06%
$6.58K - $8.5K
955 $104K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
62
New
$6.47K - $8.37K
62 $6.76K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
62
+ 15.38%
$6.47K - $8.37K
465 $50.7K
Jan 21, 2025 Q4 2024
Patton Albertson Miller Group, LLC

BUY
 -
60
+ 0.75%
$6.27K - $8.1K
8.02K $875K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
60
+ 1.42%
$6.27K - $8.1K
4.28K $467K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
59
New
$6.16K - $7.96K
59 $6.44K
Feb 03, 2025 Q4 2024
Bank Of Stockton

BUY
 -
59
+ 0.78%
$6.16K - $7.96K
7.62K $831K
Jan 27, 2025 Q4 2024
Ledyard National Bank

BUY
 -
57
+ 1.26%
$5.95K - $7.69K
4.59K $500K
Feb 11, 2025 Q4 2024
Lcnb Corp

Lebanon, OH
BUY
 -
55
+ 2.76%
$5.74K - $7.42K
2.05K $224K
Feb 13, 2025 Q4 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
54
+ 2.63%
$5.64K - $7.29K
2.11K $230K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
53
New
$5.53K - $7.15K
53 $5.78K
Jan 29, 2025 Q4 2024
Indiana Trust & Investment Management CO

BUY
 -
53
+ 3.95%
$5.53K - $7.15K
1.39K $152K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
52
+ 64.2%
$5.43K - $7.02K
133 $14.5K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
51
New
$5.33K - $6.88K
51 $5.56K
Feb 13, 2025 Q4 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
50
New
$5.22K - $6.75K
50 $5.46K
Feb 10, 2025 Q4 2024
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
50
+ 1.39%
$5.22K - $6.75K
3.66K $399K
Feb 13, 2025 Q4 2024
Lsv Asset Management

Chicago, IL
BUY
 -
48
+ 0.56%
$5.01K - $6.48K
8.65K $944K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
47
New
$4.91K - $6.34K
47 $5.13K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
46
+ 0.53%
$4.8K - $6.21K
8.71K $951K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
46
+ 6.21%
$4.8K - $6.21K
787 $85.9K
Jan 17, 2025 Q4 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
45
+ 4.5%
$4.7K - $6.07K
1.04K $114K
Feb 12, 2025 Q4 2024
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
44
+ 1.58%
$4.59K - $5.94K
2.82K $308K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
41
+ 22.04%
$4.28K - $5.53K
227 $24.8K
Jan 22, 2025 Q4 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
41
+ 0.62%
$4.28K - $5.53K
6.6K $720K
Feb 13, 2025 Q4 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
40
+ 0.16%
$4.18K - $5.4K
24.9K $2.72M
Feb 13, 2025 Q4 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
38
+ 1.68%
$3.97K - $5.13K
2.3K $250K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
38
+ 1.44%
$3.97K - $5.13K
2.68K $293K
Feb 06, 2025 Q4 2024
Washington Trust Advisors, Inc.

BUY
 -
34
+ 3.94%
$3.55K - $4.59K
898 $98K

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