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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
248New |
$24.8K - $34.9K
|
248
$39.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 92.58% |
$23.7K - $33.4K
|
493
$78.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
230+ 4.2% |
$23K - $32.4K
|
5.71K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
217+ 107.43% |
$21.7K - $30.6K
|
419
$66.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
200New |
$20K - $28.2K
|
200
$31.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 28.13% |
$20K - $28.2K
|
911
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
171New |
$17.1K - $24.1K
|
171
$27.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
155+ 645.83% |
$15.5K - $21.8K
|
179
$28.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
142+ 1.25% |
$14.2K - $20K
|
11.5K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
139New |
$13.9K - $19.6K
|
139
$22.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
138+ 2.53% |
$13.8K - $19.4K
|
5.6K
$892K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$23.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
116New |
$11.6K - $16.3K
|
116
$18.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
115+ 2.76% |
$11.5K - $16.2K
|
4.28K
$683K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
103New |
$10.3K - $14.5K
|
103
$16.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
101+ 4.66% |
$10.1K - $14.2K
|
2.27K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
93+ 4.25% |
$9.28K - $13.1K
|
2.28K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$9.18K - $13K
|
92
$14.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
91+ 5.15% |
$9.08K - $12.8K
|
1.86K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 49.18% |
$8.98K - $12.7K
|
273
$43.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$8.69K - $12.3K
|
87
$13.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
77+ 0.72% |
$7.69K - $10.8K
|
10.7K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
69New |
$6.89K - $9.72K
|
69
$11K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
68+ 2.25% |
$6.79K - $9.58K
|
3.09K
$493K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
64New |
$6.39K - $9.02K
|
64
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
60+ 13.19% |
$5.99K - $8.45K
|
515
$82.1K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
50+ 2.43% |
$4.99K - $7.04K
|
2.11K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
50+ 2.3% |
$4.99K - $7.04K
|
2.22K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
49New |
$4.89K - $6.9K
|
49
$7.81K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
47New |
$4.69K - $6.62K
|
47
$7.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
43New |
$4.29K - $6.06K
|
43
$6.86K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
42+ 0.18% |
$4.19K - $5.92K
|
23.6K
$3.76M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40+ 0.5% |
$3.99K - $5.63K
|
8.01K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 1.75% |
$3.69K - $5.21K
|
2.15K
$343K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
35New |
$3.49K - $4.93K
|
35
$5.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
34+ 0.89% |
$3.39K - $4.79K
|
3.86K
$615K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30+ 63.83% |
$2.99K - $4.23K
|
77
$12.3K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
29New |
$2.9K - $4.08K
|
29
$4.62K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22+ 3.06% |
$2.2K - $3.1K
|
740
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 32.84% |
$2.2K - $3.1K
|
89
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
21+ 0.4% |
$2.1K - $2.96K
|
5.22K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20+ 181.82% |
$2K - $2.82K
|
31
$4.94K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$1.8K - $2.54K
|
2.31K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.4K - $1.97K
|
14
$2.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$1.2K - $1.69K
|
12
$1.91K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 2.58% |
$998 - $1.41K
|
398
$63.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$699 - $986
|
7
$1.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$3.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 5.97% |
$399 - $563
|
71
$11.3K
|
|