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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 3.5% |
$306 - $1.26K
|
414
$56.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$218 - $902
|
10
$1.36K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.13% |
$109 - $451
|
3.94K
$535K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.97% |
$65.5 - $270
|
155
$21.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
500KNew |
$36.5M - $45.3M
|
500K
$68M
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
150KNew |
$10.9M - $13.6M
|
150K
$20.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
133KNew |
$9.67M - $12M
|
133K
$18M
|
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
43.4KNew |
$3.16M - $3.93M
|
43.4K
$5.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
30.3KNew |
$2.21M - $2.75M
|
30.3K
$4.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
17.2KNew |
$1.25M - $1.56M
|
17.2K
$2.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17K+ 17.16% |
$1.24M - $1.54M
|
116K
$15.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
13.4KNew |
$977K - $1.21M
|
13.4K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.4KNew |
$904K - $1.12M
|
12.4K
$1.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
11.1K+ 24.44% |
$812K - $1.01M
|
56.7K
$7.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
10.1KNew |
$736K - $915K
|
10.1K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.05K+ 181.02% |
$587K - $729K
|
12.5K
$1.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 40.0% |
$437K - $544K
|
21K
$2.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.61K+ 12.28% |
$409K - $509K
|
51.3K
$6.98M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
5KNew |
$365K - $453K
|
5K
$680K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 10.17% |
$360K - $448K
|
53.5K
$7.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$226K - $281K
|
3.1K
$422K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.96KNew |
$215K - $268K
|
2.96K
$402K
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.9K+ 35.85% |
$139K - $172K
|
7.2K
$979K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.45K+ 280.08% |
$106K - $131K
|
1.97K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.29K+ 8.4% |
$94K - $117K
|
16.6K
$2.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$87.6K - $109K
|
1.2K
$163K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.05KNew |
$76.3K - $94.9K
|
1.05K
$142K
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 10.0% |
$72.9K - $90.6K
|
11K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
804New |
$58.6K - $72.9K
|
804
$109K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
718+ 18.63% |
$52.3K - $65.1K
|
4.57K
$622K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
480New |
$35K - $43.5K
|
480
$65.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
427New |
$31.1K - $38.7K
|
427
$58.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
293New |
$21.4K - $26.5K
|
293
$39.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
285New |
$20.8K - $25.8K
|
285
$38.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
113New |
$8.24K - $10.2K
|
113
$15.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 0.69% |
$6.2K - $7.7K
|
12.4K
$1.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
46+ 0.9% |
$3.35K - $4.17K
|
5.16K
$702K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
26New |
$1.9K - $2.36K
|
26
$3.54K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
18+ 0.48% |
$1.31K - $1.63K
|
3.76K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$146 - $181
|
2
$272
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.98% |
$72.9 - $90.6
|
103
$14K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
81KNew |
$6.75M - $8.81M
|
81K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
54.7KNew |
$4.56M - $5.95M
|
54.7K
$7.44M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
21.4KNew |
$1.79M - $2.33M
|
21.4K
$2.92M
|
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
15K+ 60.0% |
$1.25M - $1.63M
|
40K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.99K+ 99.3% |
$832K - $1.09M
|
20.1K
$2.73M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.93KNew |
$578K - $754K
|
6.93K
$943K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
442+ 108.07% |
$36.8K - $48.1K
|
851
$116K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
408New |
$34K - $44.4K
|
408
$55.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
300+ 11.21% |
$25K - $32.6K
|
2.98K
$405K
|
|