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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
972+ 300.93% |
$101K - $131K
|
1.3K
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
875+ 2.22% |
$91.4K - $118K
|
40.4K
$5.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
875+ 22.43% |
$91.4K - $118K
|
4.78K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
842+ 6.87% |
$87.9K - $114K
|
13.1K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
776+ 1.6% |
$81K - $105K
|
49.2K
$6.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
770+ 2.82% |
$80.4K - $104K
|
28.1K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
755New |
$78.8K - $102K
|
755
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
726+ 10.33% |
$75.8K - $98K
|
7.75K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
714+ 2.2% |
$74.6K - $96.4K
|
33.1K
$4.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 3.29% |
$72.4K - $93.5K
|
21.7K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
687+ 2.65% |
$71.7K - $92.7K
|
26.6K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
675+ 2.89% |
$70.5K - $91.1K
|
24K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
673+ 8.87% |
$70.3K - $90.8K
|
8.26K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
636+ 0.87% |
$66.4K - $85.9K
|
73.8K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
626+ 22.81% |
$65.4K - $84.5K
|
3.37K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
604+ 23.23% |
$63.1K - $81.5K
|
3.2K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
586+ 19.43% |
$61.2K - $79.1K
|
3.6K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
584+ 4.48% |
$61K - $78.8K
|
13.6K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
578+ 7.06% |
$60.4K - $78K
|
8.76K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
572+ 8.58% |
$59.7K - $77.2K
|
7.24K
$985K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
566+ 49.52% |
$59.1K - $76.4K
|
1.71K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
560New |
$58.5K - $75.6K
|
560
$76.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
545+ 2.46% |
$56.9K - $73.6K
|
22.7K
$3.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
526+ 0.53% |
$54.9K - $71K
|
99.4K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
503+ 3.37% |
$52.5K - $67.9K
|
15.4K
$2.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
492+ 14.05% |
$51.4K - $66.4K
|
3.99K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
485+ 17.07% |
$50.6K - $65.5K
|
3.33K
$452K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
482New |
$50.3K - $65.1K
|
482
$65.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
472+ 6.51% |
$49.3K - $63.7K
|
7.72K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
465+ 6.51% |
$48.6K - $62.8K
|
7.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
455+ 20.25% |
$47.5K - $61.4K
|
2.7K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
452+ 19.38% |
$47.2K - $61K
|
2.78K
$379K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
424+ 6.39% |
$44.3K - $57.2K
|
7.06K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
419+ 6.38% |
$43.8K - $56.6K
|
6.99K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
416+ 15.88% |
$43.4K - $56.2K
|
3.04K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
407+ 12.11% |
$42.5K - $54.9K
|
3.77K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
407New |
$42.5K - $54.9K
|
407
$55.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
398+ 6.65% |
$41.6K - $53.7K
|
6.39K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
395+ 4.7% |
$41.2K - $53.3K
|
8.8K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 7.06% |
$36.1K - $46.7K
|
5.24K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344+ 17.23% |
$35.9K - $46.4K
|
2.34K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
343+ 6.52% |
$35.8K - $46.3K
|
5.6K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 4.76% |
$33.6K - $43.5K
|
7.09K
$964K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 14.72% |
$33.1K - $42.8K
|
2.47K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.34% |
$31.6K - $40.9K
|
90.2K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287+ 7.2% |
$30K - $38.7K
|
4.27K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 13.29% |
$27.8K - $35.9K
|
2.27K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
265+ 10.95% |
$27.7K - $35.8K
|
2.68K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
263+ 8.4% |
$27.5K - $35.5K
|
3.39K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
243+ 8.73% |
$25.4K - $32.8K
|
3.03K
$412K
|