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 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44+ 1.58% |
$4.59K - $5.94K
|
2.82K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 22.04% |
$4.28K - $5.53K
|
227
$36.2K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25+ 4.82% |
$2.61K - $3.37K
|
544
$86.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21New |
$2.19K - $2.83K
|
21
$3.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$2.09K - $2.7K
|
20
$3.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20+ 74.07% |
$2.09K - $2.7K
|
47
$7.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.59% |
$2.09K - $2.7K
|
3.42K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.4% |
$1.25K - $1.62K
|
3K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.17% |
$835 - $1.08K
|
377
$60.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.54K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.73% |
$104 - $135
|
138
$22K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
970KNew |
$89.3M - $104M
|
970K
$155M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
439K+ 137.83% |
$40.4M - $47M
|
758K
$121M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
343K+ 19.79% |
$31.6M - $36.7M
|
2.08M
$331M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
167K+ 7285.83% |
$15.4M - $17.9M
|
169K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
145K+ 51.79% |
$13.4M - $15.5M
|
425K
$67.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
137KNew |
$12.7M - $14.7M
|
137K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
84.5K+ 559.6% |
$7.78M - $9.04M
|
99.6K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
73.4K+ 91.31% |
$6.75M - $7.85M
|
154K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
65.9KNew |
$6.07M - $7.05M
|
65.9K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20KNew |
$1.84M - $2.14M
|
20K
$3.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
18KNew |
$1.66M - $1.93M
|
18K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
10K+ 33.56% |
$921K - $1.07M
|
39.8K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
9.35KNew |
$860K - $1M
|
9.35K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.24KNew |
$758K - $881K
|
8.24K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
7.78KNew |
$716K - $832K
|
7.78K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.82K+ 15.91% |
$628K - $729K
|
49.7K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.05KNew |
$557K - $647K
|
6.05K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.16K+ 31.65% |
$475K - $551K
|
21.4K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
5KNew |
$460K - $535K
|
5K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$458K - $533K
|
4.98K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.62K+ 14.26% |
$425K - $494K
|
37K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$336K - $390K
|
3.65K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.26K+ 0.88% |
$300K - $349K
|
375K
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$259K - $301K
|
2.81K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.5KNew |
$230K - $267K
|
2.5K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$194K - $226K
|
2.11K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
2.01KNew |
$185K - $215K
|
2.01K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2KNew |
$184K - $214K
|
2K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.95KNew |
$179K - $208K
|
1.95K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.92KNew |
$177K - $206K
|
1.92K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.3KNew |
$119K - $139K
|
1.3K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$92.1K - $107K
|
1K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
742+ 17.63% |
$68.3K - $79.4K
|
4.95K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
673+ 11.32% |
$62K - $72K
|
6.62K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
673+ 0.7% |
$62K - $72K
|
96.7K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
257+ 0.91% |
$23.7K - $27.5K
|
28.5K
$4.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
245New |
$22.6K - $26.2K
|
245
$39.1K
|
|