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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.13K+ 176.62% |
$238K - $301K
|
3.34K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.12K+ 87.6% |
$237K - $299K
|
4.54K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$230K - $291K
|
2.06K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.04KNew |
$227K - $287K
|
2.04K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2K+ 48.6% |
$223K - $282K
|
6.12K
$975K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 4.98% |
$145K - $183K
|
27.4K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.23K+ 219.11% |
$137K - $173K
|
1.79K
$285K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$119K - $151K
|
1.07K
$170K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1K+ 53.7% |
$112K - $141K
|
2.87K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
894+ 40.64% |
$99.8K - $126K
|
3.09K
$493K
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
870New |
$97.2K - $123K
|
870
$139K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
836+ 17.49% |
$93.4K - $118K
|
5.62K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
684New |
$76.4K - $96.5K
|
684
$109K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
475New |
$53K - $67K
|
475
$75.7K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
445+ 21.35% |
$49.7K - $62.8K
|
2.53K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
395+ 13.14% |
$44.1K - $55.7K
|
3.4K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
337+ 1123.33% |
$37.6K - $47.5K
|
367
$58.5K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
322+ 18.27% |
$36K - $45.4K
|
2.08K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250+ 3.4% |
$27.9K - $35.3K
|
7.61K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
232New |
$25.9K - $32.7K
|
232
$37K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 12.37% |
$24.5K - $30.9K
|
1.99K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
206New |
$23K - $29.1K
|
206
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 3.37% |
$19K - $24K
|
5.22K
$832K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
145+ 4.96% |
$16.2K - $20.5K
|
3.07K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
144+ 8.53% |
$16.1K - $20.3K
|
1.83K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 6.71% |
$14.6K - $18.5K
|
2.08K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
111New |
$12.4K - $15.7K
|
111
$17.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
107+ 2.76% |
$11.9K - $15.1K
|
3.99K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
100+ 0.25% |
$11.2K - $14.1K
|
40.2K
$6.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$11.2K - $14.1K
|
100
$15.9K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
94New |
$10.5K - $13.3K
|
94
$15K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$42.1K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79+ 1.73% |
$8.82K - $11.1K
|
4.64K
$740K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
70+ 0.55% |
$7.82K - $9.88K
|
12.7K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
68+ 6800.0% |
$7.59K - $9.59K
|
69
$11K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$9.57K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
54New |
$6.03K - $7.62K
|
54
$8.61K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37New |
$4.13K - $5.22K
|
37
$5.9K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.74K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 53.85% |
$3.91K - $4.94K
|
100
$15.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.3% |
$3.35K - $4.23K
|
2.34K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 2.0% |
$3.35K - $4.23K
|
1.53K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$4.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
25+ 0.79% |
$2.79K - $3.53K
|
3.2K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20New |
$2.23K - $2.82K
|
20
$3.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17New |
$1.9K - $2.4K
|
17
$2.71K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$1.45K - $1.83K
|
13
$2.07K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.34K - $1.69K
|
12
$1.91K
|
|