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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
150+ 0.75% |
$12.5K - $16.3K
|
20.2K
$2.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$3.58K - $4.68K
|
43
$5.85K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
187K+ 16.71% |
$17.8M - $19.6M
|
1.31M
$178M
|
|
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
CALL |
14K+ 21.21% |
$1.33M - $1.47M
|
80K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
7.36KNew |
$697K - $770K
|
7.36K
$1M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.24KNew |
$307K - $339K
|
3.24K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.66KNew |
$252K - $278K
|
2.66K
$362K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$28.4K - $31.4K
|
300
$40.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
282New |
$26.7K - $29.5K
|
282
$38.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
20New |
$1.9K - $2.09K
|
20
$2.72K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
416KNew |
$36.5M - $43.9M
|
416K
$56.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$8.76M - $10.5M
|
100K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
53.6KNew |
$4.7M - $5.65M
|
53.6K
$7.29M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
28.6KNew |
$2.51M - $3.02M
|
28.6K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
18.7KNew |
$1.64M - $1.97M
|
18.7K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$1.52M - $1.83M
|
17.3K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
631New |
$55.3K - $66.5K
|
631
$85.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
613New |
$53.7K - $64.6K
|
613
$83.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
CALL |
500New |
$43.8K - $52.7K
|
500
$68K
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.38% |
$17.5K - $21.1K
|
14.7K
$2M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
154+ 0.76% |
$13.5K - $16.2K
|
20.5K
$2.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$7.62K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
59.2K+ 7400.0% |
$4.58M - $5.56M
|
60K
$8.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
30.4KNew |
$2.35M - $2.85M
|
30.4K
$4.13M
|
|
|
Jul 22, 2021
Q2 2021
|
Consolidated Investment Group LLC
|
BUY
|
- |
12K+ 30.3% |
$927K - $1.13M
|
51.6K
$7.02M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.96KNew |
$461K - $560K
|
5.96K
$811K
|
|
|
Jul 20, 2021
Q2 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$232K - $282K
|
3K
$408K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
625New |
$48.3K - $58.7K
|
625
$85K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76+ 14.48% |
$5.87K - $7.14K
|
601
$81.7K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
12.9K+ 12900.0% |
$865K - $1.09M
|
13K
$1.77M
|
|
|
May 17, 2021
Q1 2021
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
8.55KNew |
$573K - $721K
|
8.55K
$1.16M
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$419K - $527K
|
6.24K
$849K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$240K - $302K
|
3.58K
$486K
|
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.23KNew |
$217K - $273K
|
3.23K
$440K
|
|
|
Apr 23, 2021
Q1 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.72KNew |
$182K - $229K
|
2.72K
$370K
|
|
|
Apr 26, 2021
Q1 2021
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $228K
|
2.7K
$368K
|
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.68KNew |
$180K - $226K
|
2.68K
$365K
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1074.22% |
$92.2K - $116K
|
1.5K
$204K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
1KNew |
$67.1K - $84.3K
|
1K
$136K
|
|
|
May 18, 2021
Q1 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
720New |
$48.3K - $60.7K
|
720
$97.9K
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
269New |
$18K - $22.7K
|
269
$36.6K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167New |
$11.2K - $14.1K
|
167
$22.7K
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$8.52K - $10.7K
|
127
$17.3K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Inherent Group, LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.36M - $3.43M
|
50K
$6.8M
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
6.61KNew |
$312K - $453K
|
6.61K
$899K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.47K+ 22.36% |
$259K - $375K
|
29.9K
$4.07M
|
|
|
Jan 05, 2021
Q4 2020
|
Private Asset Management Inc
|
BUY
|
- |
3.08KNew |
$146K - $211K
|
3.08K
$419K
|
|
|
Feb 08, 2021
Q4 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
2K+ 2.22% |
$94.5K - $137K
|
92K
$12.5M
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
452+ 12.32% |
$21.4K - $31K
|
4.12K
$561K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
324New |
$15.3K - $22.2K
|
324
$44.1K
|
|