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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.96% |
$1.25K - $1.45K
|
945
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.09% |
$1.25K - $1.45K
|
10.1K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
9+ 0.58% |
$1.25K - $1.45K
|
1.57K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.41% |
$1.25K - $1.45K
|
2.22K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.11K - $1.29K
|
7.86K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.11K - $1.29K
|
8
$1.28K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.05% |
$1.11K - $1.29K
|
16.4K
$2.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.37% |
$1.11K - $1.29K
|
2.15K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
8New |
$1.11K - $1.29K
|
8
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.05% |
$974 - $1.13K
|
14.2K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.44% |
$974 - $1.13K
|
1.6K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7+ 0.12% |
$974 - $1.13K
|
6.09K
$971K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
7+ 0.28% |
$974 - $1.13K
|
2.49K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.42% |
$974 - $1.13K
|
1.69K
$269K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.18% |
$974 - $1.13K
|
3.83K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
CALL |
6+ 4.51% |
$835 - $967
|
139
$22.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6+ 0.06% |
$835 - $967
|
9.32K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 8.57% |
$835 - $967
|
76
$12.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
5+ 2.78% |
$695 - $806
|
185
$29.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 0.09% |
$695 - $806
|
5.44K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.3% |
$695 - $806
|
1.65K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$695 - $806
|
2.57K
$410K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$695 - $806
|
5
$797
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.21% |
$695 - $806
|
2.43K
$388K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.08% |
$695 - $806
|
6.55K
$1.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.21% |
$695 - $806
|
2.4K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.04% |
$556 - $645
|
9.11K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.14% |
$556 - $645
|
2.95K
$470K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.51% |
$556 - $645
|
790
$126K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 3.54% |
$556 - $645
|
117
$18.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 3.67% |
$556 - $645
|
113
$18K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.5% |
$556 - $645
|
810
$129K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.18% |
$417 - $483
|
1.65K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3+ 0.15% |
$417 - $483
|
1.98K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3+ 0.15% |
$417 - $483
|
1.94K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 2.75% |
$417 - $483
|
112
$17.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3New |
$417 - $483
|
3
$478
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.14% |
$417 - $483
|
2.2K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.12% |
$278 - $322
|
1.7K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.1% |
$278 - $322
|
2.07K
$330K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.07% |
$278 - $322
|
2.93K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.19% |
$278 - $322
|
1.07K
$170K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.87% |
$278 - $322
|
231
$36.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$278 - $322
|
2.19K
$349K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.33K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$278 - $322
|
996
$159K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.22% |
$139 - $161
|
452
$72.1K
|
|
|
Nov 14, 2025
Q3 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1+ 0.14% |
$139 - $161
|
714
$114K
|
|