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 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
239+ 1.15% |
$25K - $32.3K
|
20.9K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
217+ 5.79% |
$22.7K - $29.3K
|
3.97K
$539K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$20.9K - $27K
|
200
$27.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
183+ 3.11% |
$19.1K - $24.7K
|
6.07K
$826K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
183+ 7.6% |
$19.1K - $24.7K
|
2.59K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
173+ 6.21% |
$18.1K - $23.4K
|
2.96K
$403K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 4.07% |
$17.4K - $22.5K
|
4.27K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 0.92% |
$15.3K - $19.8K
|
16.2K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
141+ 0.39% |
$14.7K - $19K
|
36K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 5.33% |
$13.6K - $17.5K
|
2.57K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
130+ 5.31% |
$13.6K - $17.5K
|
2.58K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
126+ 0.61% |
$13.2K - $17K
|
20.8K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
126+ 5.22% |
$13.2K - $17K
|
2.54K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
122+ 0.38% |
$12.7K - $16.5K
|
32.4K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 0.5% |
$11.8K - $15.3K
|
22.6K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99+ 2.67% |
$10.3K - $13.4K
|
3.8K
$517K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
93+ 1.5% |
$9.71K - $12.6K
|
6.31K
$859K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
90+ 2.92% |
$9.4K - $12.1K
|
3.18K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
90+ 3.45% |
$9.4K - $12.1K
|
2.7K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
87+ 3.27% |
$9.08K - $11.7K
|
2.75K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
86New |
$8.98K - $11.6K
|
86
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
78+ 2.67% |
$8.14K - $10.5K
|
3K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
77+ 1.78% |
$8.04K - $10.4K
|
4.41K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 6.55% |
$6.89K - $8.91K
|
1.07K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
65+ 0.57% |
$6.79K - $8.77K
|
11.4K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
60+ 0.75% |
$6.27K - $8.1K
|
8.02K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 1.42% |
$6.27K - $8.1K
|
4.28K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58+ 1.95% |
$6.06K - $7.83K
|
3.03K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53+ 1.86% |
$5.53K - $7.15K
|
2.9K
$394K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 64.2% |
$5.43K - $7.02K
|
133
$18.1K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48+ 2.24% |
$5.01K - $6.48K
|
2.19K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
47+ 2.17% |
$4.91K - $6.34K
|
2.22K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
45+ 4.5% |
$4.7K - $6.07K
|
1.04K
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
43+ 2.22% |
$4.49K - $5.8K
|
1.98K
$269K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 1.93% |
$4.49K - $5.8K
|
2.27K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
41+ 0.62% |
$4.28K - $5.53K
|
6.6K
$898K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
41+ 0.28% |
$4.28K - $5.53K
|
14.7K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.39% |
$3.13K - $4.05K
|
2.19K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.13K - $4.05K
|
30
$4.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
28+ 1.12% |
$2.92K - $3.78K
|
2.53K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
28+ 0.9% |
$2.92K - $3.78K
|
3.12K
$425K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.58% |
$2.51K - $3.24K
|
4.13K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.18% |
$2.19K - $2.83K
|
11.7K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 1.08% |
$2.19K - $2.83K
|
1.97K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
19+ 0.69% |
$1.98K - $2.56K
|
2.76K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.64% |
$1.67K - $2.16K
|
2.54K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15+ 0.16% |
$1.57K - $2.02K
|
9.36K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$1.57K - $2.02K
|
15
$2.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 1.17% |
$1.57K - $2.02K
|
1.3K
$176K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
14+ 0.11% |
$1.46K - $1.89K
|
12.8K
$1.73M
|