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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
70KNew |
$5.27M - $6.51M
|
70K
$9.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$4.95M - $6.11M
|
65.7K
$9.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.4KNew |
$4.17M - $5.15M
|
55.4K
$7.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
50.8KNew |
$3.83M - $4.73M
|
50.8K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
42.2KNew |
$3.18M - $3.93M
|
42.2K
$5.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
36KNew |
$2.71M - $3.35M
|
36K
$4.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
35KNew |
$2.64M - $3.26M
|
35K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.35KNew |
$704K - $870K
|
9.35K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.5KNew |
$565K - $698K
|
7.5K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 1812.36% |
$375K - $464K
|
5.26K
$728K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.76K+ 59.86% |
$358K - $443K
|
12.7K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.16KNew |
$313K - $387K
|
4.16K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.32K+ 413.95% |
$250K - $309K
|
4.13K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27KNew |
$246K - $304K
|
3.27K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.54K+ 43.57% |
$191K - $237K
|
8.38K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.53K+ 2.53% |
$191K - $235K
|
103K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.5KNew |
$188K - $233K
|
2.5K
$346K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.44K+ 25.27% |
$184K - $227K
|
12.1K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
2.43KNew |
$183K - $226K
|
2.43K
$337K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.82K+ 70.41% |
$137K - $169K
|
4.41K
$610K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.66K+ 59.73% |
$125K - $155K
|
4.45K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.53KNew |
$115K - $142K
|
1.53K
$212K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.27KNew |
$95.8K - $118K
|
1.27K
$176K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
845New |
$63.6K - $78.6K
|
845
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
600New |
$45.2K - $55.8K
|
600
$83.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$69.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
500New |
$37.7K - $46.5K
|
500
$69.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$55.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$30.1K - $37.2K
|
400
$55.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
357New |
$26.9K - $33.2K
|
357
$49.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
338New |
$25.5K - $31.4K
|
338
$46.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$41.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300New |
$22.6K - $27.9K
|
300
$41.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
190New |
$14.3K - $17.7K
|
190
$26.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
112New |
$8.43K - $10.4K
|
112
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
109+ 320.59% |
$8.21K - $10.1K
|
143
$19.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
95New |
$7.15K - $8.84K
|
95
$13.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
70New |
$5.27K - $6.51K
|
70
$9.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
58+ 1.53% |
$4.37K - $5.4K
|
3.86K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 9.76% |
$4.22K - $5.21K
|
630
$87.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
45New |
$3.39K - $4.19K
|
45
$6.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$2.71K - $3.35K
|
36
$4.98K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
29New |
$2.18K - $2.7K
|
29
$4.01K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
22New |
$1.66K - $2.05K
|
22
$3.05K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
20New |
$1.51K - $1.86K
|
20
$2.77K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$1.36K - $1.67K
|
18
$2.49K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
16+ 0.53% |
$1.2K - $1.49K
|
3.03K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
15+ 0.54% |
$1.13K - $1.4K
|
2.78K
$384K
|