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
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
14New |
$1.05K - $1.3K
|
14
$1.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$979 - $1.21K
|
8.96K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$904 - $1.12K
|
12
$1.66K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$828 - $1.02K
|
11
$1.52K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.36% |
$301 - $372
|
1.1K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.06% |
$226 - $279
|
286
$39.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$75.3 - $93
|
2.71K
$376K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
624K+ 132.99% |
$13.6M - $56.3M
|
1.09M
$151M
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
400K+ 3719.89% |
$8.74M - $36.1M
|
411K
$56.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
142KNew |
$3.1M - $12.8M
|
142K
$19.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
89.3K+ 239.18% |
$1.95M - $8.05M
|
127K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
70KNew |
$1.53M - $6.31M
|
70K
$9.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
45KNew |
$982K - $4.05M
|
45K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
24.4KNew |
$533K - $2.2M
|
24.4K
$3.38M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
23.5KNew |
$512K - $2.11M
|
23.5K
$3.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.8KNew |
$388K - $1.6M
|
17.8K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.4K+ 312.99% |
$381K - $1.57M
|
23K
$3.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
11.3KNew |
$247K - $1.02M
|
11.3K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.1K+ 1.3% |
$220K - $909K
|
783K
$108M
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$207K - $856K
|
9.5K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
7.63K+ 12.43% |
$167K - $688K
|
69K
$9.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
5KNew |
$109K - $451K
|
5K
$692K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.62KNew |
$101K - $417K
|
4.62K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.86KNew |
$84.2K - $348K
|
3.86K
$534K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$78.6K - $325K
|
3.6K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.4KNew |
$74.3K - $307K
|
3.4K
$471K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.18KNew |
$69.5K - $287K
|
3.18K
$440K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 16.68% |
$67.4K - $278K
|
21.6K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.9K - $235K
|
2.61K
$361K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
2.21K+ 75.5% |
$48.3K - $199K
|
5.14K
$711K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$32.8K - $135K
|
1.5K
$208K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.31K+ 590.5% |
$28.5K - $118K
|
1.53K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.07K+ 33.57% |
$23.4K - $96.7K
|
4.27K
$591K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.06K+ 6.12% |
$23.2K - $95.7K
|
18.4K
$2.55M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
820+ 26.95% |
$17.9K - $73.9K
|
3.86K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
700New |
$15.3K - $63.1K
|
700
$96.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
658New |
$14.4K - $59.3K
|
658
$91.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
629New |
$13.7K - $56.7K
|
629
$87.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
413+ 0.43% |
$9.02K - $37.2K
|
96.4K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
170+ 3.49% |
$3.71K - $15.3K
|
5.04K
$698K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
167New |
$3.65K - $15.1K
|
167
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
111+ 37.0% |
$2.42K - $10K
|
411
$56.9K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
87New |
$1.9K - $7.84K
|
87
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
80New |
$1.75K - $7.21K
|
80
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
57New |
$1.24K - $5.14K
|
57
$7.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42New |
$917 - $3.79K
|
42
$5.81K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
35+ 1.23% |
$764 - $3.16K
|
2.89K
$400K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.15% |
$721 - $2.97K
|
2.9K
$402K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 0.29% |
$306 - $1.26K
|
4.89K
$677K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$57.3K
|
|