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 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
46+ 1.8% |
$6.4K - $7.41K
|
2.6K
$414K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$6.26K - $7.25K
|
45
$7.18K
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
44+ 2.0% |
$6.12K - $7.09K
|
2.25K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
43+ 0.85% |
$5.98K - $6.93K
|
5.13K
$817K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$6.86K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
43+ 2.2% |
$5.98K - $6.93K
|
2K
$319K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
41+ 11.23% |
$5.7K - $6.61K
|
406
$64.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
40+ 0.07% |
$5.56K - $6.45K
|
57.6K
$9.19M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 144.44% |
$5.42K - $6.29K
|
66
$10.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
39+ 0.79% |
$5.42K - $6.29K
|
4.96K
$791K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39+ 8.21% |
$5.42K - $6.29K
|
514
$82K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
38+ 1.34% |
$5.29K - $6.12K
|
2.88K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
38New |
$5.29K - $6.12K
|
38
$6.06K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38+ 2.56% |
$5.29K - $6.12K
|
1.52K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37+ 2.05% |
$5.15K - $5.96K
|
1.84K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 116.13% |
$5.01K - $5.8K
|
67
$10.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 7.25% |
$4.87K - $5.64K
|
518
$82.6K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 1.12% |
$4.87K - $5.64K
|
3.17K
$506K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
34+ 0.46% |
$4.73K - $5.48K
|
7.4K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 1.0% |
$4.73K - $5.48K
|
3.45K
$550K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 0.79% |
$4.73K - $5.48K
|
4.36K
$695K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
34New |
$4.73K - $5.48K
|
34
$5.42K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
33+ 0.18% |
$4.59K - $5.32K
|
17.9K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
32+ 1.04% |
$4.45K - $5.16K
|
3.12K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$4.31K - $5K
|
4.55K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
31+ 0.67% |
$4.31K - $5K
|
4.68K
$746K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
31+ 0.03% |
$4.31K - $5K
|
117K
$18.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
31+ 1.78% |
$4.31K - $5K
|
1.77K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 1.23% |
$4.17K - $4.83K
|
2.48K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.82% |
$4.17K - $4.83K
|
3.69K
$589K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.33% |
$4.17K - $4.83K
|
9.03K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
30+ 1.62% |
$4.17K - $4.83K
|
1.89K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30+ 0.55% |
$4.17K - $4.83K
|
5.46K
$870K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.51% |
$4.03K - $4.67K
|
1.95K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
28+ 1.57% |
$3.89K - $4.51K
|
1.82K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
27+ 0.41% |
$3.76K - $4.35K
|
6.58K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$3.76K - $4.35K
|
2.59K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 1.14% |
$3.76K - $4.35K
|
2.4K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
27+ 7.58% |
$3.76K - $4.35K
|
383
$61.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.05% |
$3.62K - $4.19K
|
48.4K
$7.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 2.72% |
$3.62K - $4.19K
|
981
$156K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
25+ 1.1% |
$3.48K - $4.03K
|
2.3K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25+ 0.34% |
$3.48K - $4.03K
|
7.33K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 1.45% |
$3.48K - $4.03K
|
1.75K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
24+ 0.25% |
$3.34K - $3.87K
|
9.49K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.64% |
$3.34K - $3.87K
|
3.79K
$604K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
24+ 0.45% |
$3.34K - $3.87K
|
5.35K
$853K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.64% |
$3.34K - $3.87K
|
3.76K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
23+ 0.33% |
$3.2K - $3.71K
|
6.97K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
23+ 0.16% |
$3.2K - $3.71K
|
14.1K
$2.25M
|
|