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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.39K+ 5.78% |
$472K - $547K
|
62K
$9.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.38K+ 4.54% |
$470K - $544K
|
77.7K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.34K+ 3.9% |
$465K - $538K
|
88.9K
$14.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 17.88% |
$453K - $525K
|
21.5K
$3.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.22KNew |
$447K - $518K
|
3.22K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.2K+ 1.67% |
$445K - $516K
|
195K
$31M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 8.46% |
$437K - $506K
|
40.2K
$6.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.12K+ 50.67% |
$434K - $502K
|
9.27K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.11K+ 154.77% |
$433K - $502K
|
5.13K
$817K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.04KNew |
$423K - $491K
|
3.04K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
3.02KNew |
$420K - $487K
|
3.02K
$482K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.01KNew |
$419K - $486K
|
3.01K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.01K+ 5.03% |
$418K - $485K
|
62.8K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
3KNew |
$417K - $483K
|
3K
$478K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3KNew |
$417K - $483K
|
3K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
2.99K+ 12.29% |
$416K - $482K
|
27.3K
$4.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98K+ 16.07% |
$415K - $481K
|
21.5K
$3.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.97K+ 6.62% |
$413K - $478K
|
47.8K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.92K+ 2.36% |
$406K - $470K
|
127K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.9K+ 65.9% |
$403K - $467K
|
7.29K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.86K+ 5.42% |
$398K - $461K
|
55.7K
$8.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.84K+ 88.17% |
$395K - $458K
|
6.06K
$966K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.84K+ 1.77% |
$395K - $457K
|
164K
$26.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.82K+ 20.13% |
$392K - $454K
|
16.8K
$2.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.76KNew |
$384K - $445K
|
2.76K
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.7KNew |
$376K - $435K
|
2.7K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.67K+ 177.06% |
$371K - $430K
|
4.18K
$666K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$370K - $428K
|
2.66K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 7.08% |
$365K - $423K
|
39.7K
$6.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.61K+ 7.88% |
$363K - $421K
|
35.8K
$5.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.61KNew |
$362K - $420K
|
2.61K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.59K+ 139.26% |
$361K - $418K
|
4.46K
$710K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
2.55KNew |
$355K - $412K
|
2.55K
$407K
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.55KNew |
$354K - $410K
|
2.55K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.52KNew |
$351K - $407K
|
2.52K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 12.68% |
$348K - $403K
|
22.2K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.49KNew |
$346K - $401K
|
2.49K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.49K+ 28.14% |
$346K - $401K
|
11.3K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.47KNew |
$344K - $399K
|
2.47K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$344K - $398K
|
2.47K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.47KNew |
$343K - $398K
|
2.47K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.46K+ 10.72% |
$342K - $396K
|
25.4K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.45K+ 2.05% |
$341K - $395K
|
122K
$19.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.42K+ 32.41% |
$337K - $390K
|
9.9K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.42KNew |
$336K - $390K
|
2.42K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.39K+ 123.01% |
$332K - $385K
|
4.33K
$691K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.38K+ 2.15% |
$331K - $384K
|
113K
$18M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.37K+ 4.32% |
$329K - $381K
|
57.1K
$9.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.34KNew |
$325K - $377K
|
2.34K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
2.33KNew |
$324K - $375K
|
2.33K
$371K
|
|