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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
6.5KNew |
$649K - $916K
|
6.5K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.4K+ 7.21% |
$639K - $902K
|
95.2K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.23KNew |
$622K - $878K
|
6.23K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.93KNew |
$592K - $835K
|
5.93K
$946K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.61K+ 19.0% |
$560K - $790K
|
35.1K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.3KNew |
$529K - $746K
|
5.3K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.28K+ 17.33% |
$527K - $744K
|
35.8K
$5.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.15KNew |
$514K - $725K
|
5.15K
$821K
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
5.15K+ 3.22% |
$514K - $725K
|
165K
$26.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
5.1KNew |
$509K - $718K
|
5.1K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
5KNew |
$499K - $704K
|
5K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
4.5K+ 150.0% |
$449K - $634K
|
7.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.39KNew |
$438K - $618K
|
4.39K
$700K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.38KNew |
$437K - $617K
|
4.38K
$698K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$426K - $601K
|
4.27K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.03KNew |
$402K - $567K
|
4.03K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.9K+ 9.05% |
$389K - $549K
|
47K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.38KNew |
$337K - $476K
|
3.38K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
BUY
|
- |
3.29KNew |
$329K - $464K
|
3.29K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 9.09% |
$299K - $423K
|
36K
$5.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.88KNew |
$287K - $405K
|
2.88K
$458K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.81KNew |
$280K - $395K
|
2.81K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.8KNew |
$280K - $394K
|
2.8K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.74KNew |
$273K - $385K
|
2.74K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.61KNew |
$260K - $367K
|
2.61K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.55KNew |
$254K - $359K
|
2.55K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.45K+ 1.61% |
$245K - $345K
|
154K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 2.19% |
$242K - $341K
|
113K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
2.29KNew |
$229K - $323K
|
2.29K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$226K - $319K
|
2.27K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
2.01KNew |
$200K - $283K
|
2.01K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.9KNew |
$189K - $267K
|
1.9K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.83KNew |
$182K - $257K
|
1.83K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.82KNew |
$182K - $257K
|
1.82K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$170K - $239K
|
1.7K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.7KNew |
$170K - $239K
|
1.7K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.66KNew |
$166K - $234K
|
1.66K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.65KNew |
$165K - $233K
|
1.65K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.61KNew |
$160K - $226K
|
1.61K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.6KNew |
$160K - $226K
|
1.6K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$160K - $225K
|
1.6K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.6KNew |
$160K - $225K
|
1.6K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.6KNew |
$159K - $225K
|
1.6K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.59KNew |
$159K - $224K
|
1.59K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.58KNew |
$157K - $222K
|
1.58K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.57KNew |
$157K - $222K
|
1.57K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.56KNew |
$156K - $220K
|
1.56K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.56KNew |
$156K - $220K
|
1.56K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.56K+ 9.33% |
$155K - $219K
|
18.2K
$2.91M
|
|