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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
58+ 223.08% |
$2.74K - $3.97K
|
84
$11.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$94.5 - $137
|
2
$272
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
PUT |
1New |
$47.3 - $68.5
|
1
$136
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
CALL |
3.4KNew |
$158K - $181K
|
3.4K
$462K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
460+ 135.29% |
$21.4K - $24.5K
|
800
$109K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
PUT |
50KNew |
$1.58M - $2.52M
|
50K
$6.8M
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$94.9K - $151K
|
3K
$408K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.81K+ 102.89% |
$88.8K - $142K
|
5.54K
$753K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
955New |
$30.2K - $48.1K
|
955
$130K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
318New |
$10.1K - $16K
|
318
$43.2K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$345K - $714K
|
12.4K
$1.69M
|
|
|
May 06, 2020
Q1 2020
|
Ar Asset Management Inc
|
BUY
|
- |
11.4KNew |
$317K - $656K
|
11.4K
$1.55M
|
|
|
May 05, 2020
Q1 2020
|
Salzhauer Michael
|
BUY
|
CALL |
6.4K+ 12.85% |
$178K - $368K
|
56.2K
$7.64M
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
500New |
$13.9K - $28.8K
|
500
$68K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
79New |
$2.2K - $4.54K
|
79
$10.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Voss Capital, LLC
Houston, TX |
BUY
|
CALL |
20KNew |
$796K - $1.02M
|
20K
$2.72M
|
|
|
Feb 11, 2020
Q4 2019
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$11.9K - $15.3K
|
300
$40.8K
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
BUY
|
CALL |
50New |
$1.99K - $2.56K
|
50
$6.8K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
17.9KNew |
$701K - $820K
|
17.9K
$2.44M
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
3+ 0.84% |
$117 - $137
|
361
$49.1K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
250KNew |
$10.2M - $12.1M
|
250K
$34M
|
|
|
Aug 13, 2019
Q2 2019
|
Rmb Capital Management, LLC
|
BUY
|
PUT |
149K+ 59.36% |
$6.06M - $7.22M
|
400K
$54.4M
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
88.9KNew |
$3.62M - $4.31M
|
88.9K
$12.1M
|
|
| Q1 2019 | |||||||
|
May 23, 2019
Q1 2019
|
Muhlenkamp & CO Inc
|
BUY
|
- |
10.8KNew |
$429K - $481K
|
10.8K
$1.47M
|
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
248New |
$9.84K - $11K
|
248
$33.7K
|
|
|
May 06, 2019
Q1 2019
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
26New |
$1.03K - $1.16K
|
26
$3.54K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
700KNew |
$25.9M - $33.1M
|
700K
$95.2M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5KNew |
$538K - $687K
|
14.5K
$1.98M
|
|
|
Jan 28, 2019
Q4 2018
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
400New |
$14.8K - $18.9K
|
400
$54.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
450KNew |
$21M - $23M
|
450K
$61.2M
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
6K+ 6.0% |
$279K - $306K
|
106K
$14.4M
|
|
|
Oct 12, 2018
Q3 2018
|
Mai Capital Management
|
BUY
|
PUT |
3K+ 100.0% |
$140K - $153K
|
6K
$816K
|
|
|
Nov 14, 2018
Q3 2018
|
Ae Wealth Management LLC
|
BUY
|
CALL |
600New |
$27.9K - $30.6K
|
600
$81.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
504New |
$23.5K - $25.7K
|
504
$68.5K
|
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
1New |
$46.6 - $51.1
|
1
$136
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
CALL |
300KNew |
$14.2M - $16.6M
|
300K
$40.8M
|
|
|
Aug 14, 2018
Q2 2018
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
CALL |
3K+ 2.59% |
$142K - $166K
|
119K
$16.1M
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
30KNew |
$1.55M - $1.77M
|
30K
$4.08M
|
|
|
May 15, 2018
Q1 2018
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
6KNew |
$311K - $353K
|
6K
$816K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
PUT |
700+ 46.67% |
$33.7K - $37.7K
|
2.2K
$299K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
100KNew |
$4.4M - $4.83M
|
100K
$13.6M
|
|
|
Oct 25, 2017
Q3 2017
|
Goodwin Daniel L
|
BUY
|
- |
22KNew |
$968K - $1.06M
|
22K
$2.99M
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
624New |
$27.5K - $30.1K
|
624
$84.9K
|
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
583New |
$25.7K - $28.2K
|
583
$79.3K
|
|
|
Oct 13, 2017
Q3 2017
|
First Premier Bank
|
BUY
|
- |
156New |
$6.87K - $7.54K
|
156
$21.2K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.4K - $4.83K
|
100
$13.6K
|
|