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 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.4% |
$1.36K - $1.75K
|
3.24K
$441K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.03% |
$1.36K - $1.75K
|
39.4K
$5.36M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 1.98% |
$1.36K - $1.75K
|
671
$91.3K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 12.9% |
$1.25K - $1.62K
|
105
$14.3K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
12+ 0.29% |
$1.25K - $1.62K
|
4.09K
$557K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.14% |
$1.15K - $1.48K
|
7.73K
$1.05M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.71% |
$522 - $675
|
713
$97K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.12% |
$418 - $540
|
193
$26.2K
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.15% |
$313 - $405
|
2.06K
$280K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.12% |
$313 - $405
|
2.55K
$347K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$209 - $270
|
2.4K
$326K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$104 - $135
|
723
$98.3K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
6.39M+ 73.88% |
$589M - $684M
|
15.1M
$2.05B
|
|
Nov 08, 2024
Q3 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
5.97MNew |
$550M - $639M
|
5.97M
$812M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.37M+ 75.19% |
$310M - $360M
|
7.85M
$1.07B
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.61MNew |
$148M - $172M
|
1.61M
$218M
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.27M+ 382.43% |
$117M - $135M
|
1.6M
$217M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23M+ 8.92% |
$113M - $131M
|
15M
$2.04B
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07M+ 78.22% |
$98.9M - $115M
|
2.45M
$333M
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
974K+ 177.66% |
$89.7M - $104M
|
1.52M
$207M
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
970KNew |
$89.3M - $104M
|
970K
$132M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
839K+ 49.93% |
$77.2M - $89.7M
|
2.52M
$343M
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
818K+ 60.49% |
$75.3M - $87.5M
|
2.17M
$295M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
786K+ 0.72% |
$72.4M - $84.1M
|
109M
$14.9B
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
722K+ 13.48% |
$66.5M - $77.2M
|
6.08M
$827M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
689K+ 16.5% |
$63.5M - $73.7M
|
4.87M
$662M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
591K+ 2.71% |
$54.4M - $63.2M
|
22.4M
$3.05B
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
583KNew |
$53.7M - $62.4M
|
583K
$79.3M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
570K+ 71.13% |
$52.5M - $60.9M
|
1.37M
$186M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
518K+ 233.33% |
$47.7M - $55.4M
|
740K
$101M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
510K+ 52.82% |
$47M - $54.5M
|
1.48M
$201M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
468K+ 4.7% |
$43.1M - $50.1M
|
10.4M
$1.42B
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
439K+ 137.83% |
$40.4M - $47M
|
758K
$103M
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
435KNew |
$40.1M - $46.6M
|
435K
$59.2M
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
386K+ 52.67% |
$35.5M - $41.3M
|
1.12M
$152M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
386K+ 4.78% |
$35.5M - $41.3M
|
8.45M
$1.15B
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
360KNew |
$33.1M - $38.5M
|
360K
$49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
343K+ 19.79% |
$31.6M - $36.7M
|
2.08M
$283M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
328K+ 1.1% |
$30.2M - $35M
|
30M
$4.08B
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
310K+ 17.47% |
$28.5M - $33.1M
|
2.08M
$283M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
304K+ 45.4% |
$28M - $32.6M
|
975K
$133M
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
297K+ 14.29% |
$27.3M - $31.7M
|
2.37M
$322M
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
270K+ 34.79% |
$24.8M - $28.8M
|
1.04M
$142M
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
270K+ 1.08% |
$24.8M - $28.8M
|
25.2M
$3.43B
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
252K+ 15.35% |
$23.2M - $27M
|
1.9M
$258M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
247K+ 17.54% |
$22.8M - $26.4M
|
1.66M
$225M
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
242K+ 10598.16% |
$22.3M - $25.9M
|
245K
$33.3M
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
236K+ 86.97% |
$21.7M - $25.3M
|
508K
$69.1M
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
232K+ 23.51% |
$21.4M - $24.8M
|
1.22M
$166M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
223K+ 139.89% |
$20.5M - $23.8M
|
382K
$51.9M
|