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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.55KNew |
$154K - $218K
|
1.55K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54KNew |
$154K - $217K
|
1.54K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.53KNew |
$153K - $216K
|
1.53K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.51KNew |
$150K - $212K
|
1.51K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.51KNew |
$150K - $212K
|
1.51K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
1.5K+ 12.71% |
$150K - $211K
|
13.3K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$150K - $211K
|
1.5K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
1.5KNew |
$150K - $211K
|
1.5K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.49KNew |
$149K - $210K
|
1.49K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.48K+ 0.44% |
$148K - $209K
|
341K
$54.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.46KNew |
$146K - $206K
|
1.46K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.45KNew |
$145K - $205K
|
1.45K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.44KNew |
$144K - $203K
|
1.44K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.43K+ 36.18% |
$142K - $201K
|
5.37K
$856K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$142K - $200K
|
1.42K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.39K+ 0.69% |
$139K - $196K
|
203K
$32.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
1.39KNew |
$138K - $195K
|
1.39K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.26K+ 17.67% |
$126K - $177K
|
8.39K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
1.17K+ 1.03% |
$117K - $165K
|
115K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.03KNew |
$103K - $146K
|
1.03K
$165K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
700+ 10.1% |
$69.9K - $98.6K
|
7.63K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
659+ 30.72% |
$65.8K - $92.8K
|
2.8K
$447K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$61.2K - $86.3K
|
613
$97.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
600+ 4.03% |
$59.9K - $84.5K
|
15.5K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
561+ 1438.46% |
$56K - $79K
|
600
$95.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
537+ 11.78% |
$53.6K - $75.6K
|
5.09K
$812K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
531New |
$53K - $74.8K
|
531
$84.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
525+ 26250.0% |
$52.4K - $74K
|
527
$84K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
521+ 119.22% |
$52K - $73.4K
|
958
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
504New |
$50.3K - $71K
|
504
$80.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
500New |
$49.9K - $70.4K
|
500
$79.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
450+ 225.0% |
$44.9K - $63.4K
|
650
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
434+ 0.97% |
$43.3K - $61.1K
|
45.1K
$7.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
415+ 13.51% |
$41.4K - $58.5K
|
3.49K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
381+ 21.8% |
$38K - $53.7K
|
2.13K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
365+ 6.36% |
$36.4K - $51.4K
|
6.1K
$973K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
345+ 14.78% |
$34.4K - $48.6K
|
2.68K
$427K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
344+ 6.19% |
$34.3K - $48.5K
|
5.9K
$940K
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
320+ 17.94% |
$31.9K - $45.1K
|
2.1K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
303New |
$30.2K - $42.7K
|
303
$48.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
300New |
$29.9K - $42.3K
|
300
$47.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$27.6K - $38.9K
|
276
$44K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
271+ 10.3% |
$27.1K - $38.2K
|
2.9K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
260+ 14.39% |
$26K - $36.6K
|
2.07K
$330K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$81.5K
|
|