Latest Institutional Purchases of Morgan Stanley (MS)

MS Quotes by TradingView

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
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
1.27K
New
$103K - $116K
1.27K $202K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
1.24K
+ 44.05%
$101K - $113K
4.07K $648K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1.21K
New
$98.6K - $111K
1.21K $194K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
966
+ 21.46%
$78.5K - $88K
5.47K $872K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
837
New
$68K - $76.3K
837 $133K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
728
+ 65.82%
$59.1K - $66.3K
1.83K $292K
Jul 27, 2023 Q2 2023
Adirondack Retirement Specialists, Inc.

BUY
 -
532
New
$43.2K - $48.5K
532 $84.8K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
476
+ 1.17%
$38.7K - $43.4K
41.3K $6.59M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
475
New
$38.6K - $43.3K
475 $75.7K
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
300
New
$24.4K - $27.3K
300 $47.8K
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
257
New
$20.9K - $23.4K
257 $41K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
238
New
$19.3K - $21.7K
238 $37.9K
Aug 08, 2023 Q2 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
233
New
$18.9K - $21.2K
233 $37.2K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
200
New
$16.2K - $18.2K
200 $31.9K
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
172
+ 3.9%
$14K - $15.7K
4.58K $730K
Aug 10, 2023 Q2 2023
Heron Financial Group, LLC

BUY
 -
102
+ 0.4%
$8.28K - $9.29K
25.4K $4.06M
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
73
+ 34.43%
$5.93K - $6.65K
285 $45.4K
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
47
New
$3.82K - $4.28K
47 $7.49K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
32
+ 5.6%
$2.6K - $2.92K
603 $96.1K
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
18
+ 58.06%
$1.46K - $1.64K
49 $7.81K
Aug 10, 2023 Q2 2023
Karpas Strategies, LLC

BUY
 -
17
+ 0.73%
$1.38K - $1.55K
2.35K $375K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
17
New
$1.38K - $1.55K
17 $2.71K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
3
+ 0.4%
$244 - $273
759 $121K
Jul 14, 2023 Q2 2023
Joule Financial, LLC

BUY
 -
3
+ 0.1%
$244 - $273
3.16K $504K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 0.13%
$81.2 - $91.1
759 $121K
Q1 2023
May 15, 2023 Q1 2023
Gillson Capital LP

Chicago, IL
BUY
 -
124K
New
$10.4M - $12.5M
124K $19.7M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 CALL
81.1K
New
$6.81M - $8.18M
81.1K $12.9M
May 08, 2023 Q1 2023
Cumberland Partners LTD

Toronto, A6
BUY
 -
40K
+ 67.95%
$3.35M - $4.03M
98.8K $15.7M
May 15, 2023 Q1 2023
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
25.5K
+ 16.31%
$2.14M - $2.57M
182K $28.9M
May 15, 2023 Q1 2023
Nippon Life Global Investors Americas, Inc.

BUY
 -
21.8K
New
$1.83M - $2.19M
21.8K $3.47M
May 15, 2023 Q1 2023
Raffles Associates LP

New York, NY
BUY
 -
10K
New
$840K - $1.01M
10K $1.59M
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
8.37K
New
$703K - $844K
8.37K $1.33M
May 15, 2023 Q1 2023
Lmr Partners LLP

London, X0
BUY
 -
6.43K
New
$540K - $649K
6.43K $1.03M
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
4.87K
New
$409K - $491K
4.87K $776K
May 10, 2023 Q1 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
3.78K
+ 91.69%
$317K - $381K
7.89K $1.26M
May 15, 2023 Q1 2023
Sender CO & Partners, Inc.

New York, NY
BUY
 -
3.68K
New
$309K - $371K
3.68K $587K
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
3.09K
New
$259K - $311K
3.09K $492K
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 PUT
3K
New
$252K - $302K
3K $478K
Apr 20, 2023 Q1 2023
High Tower Trust Services, Lta

BUY
 -
2.9K
+ 38.14%
$244K - $293K
10.5K $1.68M
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
2.62K
+ 107.08%
$220K - $264K
5.06K $807K
May 11, 2023 Q1 2023
Gruss & Co., LLC

BUY
 -
2.5K
New
$210K - $252K
2.5K $399K
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
2.3K
New
$193K - $232K
2.3K $367K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
1.16K
New
$97K - $117K
1.16K $184K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
648
New
$54.4K - $65.3K
648 $103K
May 03, 2023 Q1 2023
America First Investment Advisors, LLC

BUY
 -
556
New
$46.7K - $56.1K
556 $88.7K
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
450
+ 2.05%
$37.8K - $45.4K
22.4K $3.57M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
200
New
$16.8K - $20.2K
200 $31.9K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
190
New
$16K - $19.2K
190 $30.3K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
125
+ 2.1%
$10.5K - $12.6K
6.07K $968K

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