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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11+ 0.19% |
$1.15K - $1.48K
|
5.85K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$1.15K - $1.48K
|
11
$1.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.14% |
$1.15K - $1.48K
|
7.73K
$928K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.33% |
$1.04K - $1.35K
|
3.08K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.06% |
$940 - $1.21K
|
14.2K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
8+ 0.32% |
$835 - $1.08K
|
2.47K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
8+ 0.34% |
$835 - $1.08K
|
2.37K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$45.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.1K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.38% |
$835 - $1.08K
|
2.11K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.02% |
$835 - $1.08K
|
141
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$731 - $945
|
3.71K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7+ 0.14% |
$731 - $945
|
5.05K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 20.59% |
$731 - $945
|
41
$4.93K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
6+ 0.11% |
$627 - $810
|
5.69K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 1.24% |
$627 - $810
|
491
$59K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5+ 0.17% |
$522 - $675
|
3.04K
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$522 - $675
|
5
$601
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.63% |
$522 - $675
|
796
$95.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.71% |
$522 - $675
|
713
$85.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4New |
$418 - $540
|
4
$481
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.13% |
$418 - $540
|
3.04K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$418 - $540
|
9.91K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$418 - $540
|
678
$81.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.12% |
$418 - $540
|
193
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
$313 - $405
|
3
$360
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.11% |
$313 - $405
|
2.61K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.51K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.54K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$313 - $405
|
5.11K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$313 - $405
|
2.67K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.15% |
$313 - $405
|
2.06K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.55K
$307K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 1.77% |
$209 - $270
|
115
$13.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$209 - $270
|
4.8K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2+ 0.08% |
$209 - $270
|
2.4K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.07% |
$209 - $270
|
189
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$209 - $270
|
1.02K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 8.7% |
$209 - $270
|
25
$3K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$209 - $270
|
2.4K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.73% |
$104 - $135
|
138
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.07% |
$104 - $135
|
1.4K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$104 - $135
|
3.06K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$104 - $135
|
2.53K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.55% |
$104 - $135
|
183
$22K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.02% |
$104 - $135
|
4.55K
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$104 - $135
|
723
$86.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
970KNew |
$89.3M - $104M
|
970K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
439K+ 137.83% |
$40.4M - $47M
|
758K
$91M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
435KNew |
$40.1M - $46.6M
|
435K
$52.3M
|
|