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
|
Activest Wealth Management
|
BUY
|
- |
23+ 4.67% |
$3.2K - $3.71K
|
515
$82.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$3.2K - $3.71K
|
23
$3.67K
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$3.06K - $3.55K
|
4.55K
$725K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
22+ 0.86% |
$3.06K - $3.55K
|
2.59K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
22+ 1.16% |
$3.06K - $3.55K
|
1.92K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22+ 1.3% |
$3.06K - $3.55K
|
1.72K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21+ 0.22% |
$2.92K - $3.38K
|
9.45K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 5.45% |
$2.92K - $3.38K
|
406
$64.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21New |
$2.92K - $3.38K
|
21
$3.35K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
20+ 1.08% |
$2.78K - $3.22K
|
1.88K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.08% |
$2.78K - $3.22K
|
23.7K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20+ 0.69% |
$2.78K - $3.22K
|
2.94K
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20+ 2.54% |
$2.78K - $3.22K
|
807
$129K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 10.05% |
$2.78K - $3.22K
|
219
$34.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19+ 0.76% |
$2.64K - $3.06K
|
2.52K
$402K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
19New |
$2.64K - $3.06K
|
19
$3.03K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
19+ 0.59% |
$2.64K - $3.06K
|
3.26K
$520K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.42% |
$2.23K - $2.58K
|
3.84K
$611K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
16+ 0.28% |
$2.23K - $2.58K
|
5.77K
$921K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.29% |
$2.09K - $2.42K
|
5.14K
$820K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15+ 0.07% |
$2.09K - $2.42K
|
20.7K
$3.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
15+ 0.88% |
$2.09K - $2.42K
|
1.72K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14+ 0.08% |
$1.95K - $2.26K
|
18.4K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
14+ 0.23% |
$1.95K - $2.26K
|
6.17K
$984K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$1.95K - $2.26K
|
4.61K
$735K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
14+ 0.44% |
$1.95K - $2.26K
|
3.22K
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 0.57% |
$1.95K - $2.26K
|
2.49K
$397K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
14+ 5.69% |
$1.95K - $2.26K
|
260
$41.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.43% |
$1.95K - $2.26K
|
3.28K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
13New |
$1.81K - $2.1K
|
13
$2.07K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
13+ 0.31% |
$1.81K - $2.1K
|
4.16K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
13+ 3.61% |
$1.81K - $2.1K
|
373
$59.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13+ 0.7% |
$1.81K - $2.1K
|
1.88K
$299K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
13+ 0.15% |
$1.81K - $2.1K
|
8.89K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 3.47% |
$1.67K - $1.93K
|
358
$57.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
12+ 0.4% |
$1.67K - $1.93K
|
3.02K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.67K - $1.93K
|
1.75K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.55% |
$1.67K - $1.93K
|
2.2K
$350K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
11+ 0.14% |
$1.53K - $1.77K
|
8.02K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
11+ 0.71% |
$1.53K - $1.77K
|
1.57K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$1.53K - $1.77K
|
5.11K
$814K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 0.66% |
$1.53K - $1.77K
|
1.67K
$266K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 25.0% |
$1.53K - $1.77K
|
55
$8.77K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
10New |
$1.39K - $1.61K
|
10
$1.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$1.39K - $1.61K
|
8.75K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10+ 1.51% |
$1.39K - $1.61K
|
671
$107K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10+ 0.19% |
$1.39K - $1.61K
|
5.16K
$823K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.27% |
$1.39K - $1.61K
|
3.67K
$585K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
10+ 0.7% |
$1.39K - $1.61K
|
1.45K
$231K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9+ 0.03% |
$1.25K - $1.45K
|
25.9K
$4.12M
|
|