Companies / Morgan Stanley / Activity
Activity — Morgan Stanley
615 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Evermay Wealth Management LLC 13F manager | Add | Common stock | $8.9K | +54 +284.21% | 73 <0.01% of shares | low |
| Q4 2025 as of | Silver Grove Financial Group, Inc. 13F manager | Trim | Common stock | $-9.4K | -53 -3.28% | 1,561 <0.01% of shares | low |
| Q1 2026 as of | Pension & Wealth Management Advisors, Inc. 13F manager | Trim | Common stock | $-9.6K | -58 -5.72% | 956 <0.01% of shares | low |
| Q2 2026 as of | Aljian Capital Management, LLC 13F manager | Add | Common stock | $9.8K | +47 +0.85% | 5,604 <0.01% of shares | low |
| Q1 2026 as of | Franklin Street Advisors Inc /Nc 13F manager | Trim | Common stock | $-10.0K | -61 -0.24% | 25,000 <0.01% of shares | low |
| Q2 2026 as of | Salomon & Ludwin, LLC 13F manager | Trim | Common stock | $-10.2K | -48 -7.28% | 611 <0.01% of shares | low |
| Q1 2026 as of | Great Lakes Advisors, LLC 13F manager | Add | Common stock | $10.2K | +62 +1.72% | 3,672 <0.01% of shares | low |
| Q2 2023 as of | Altrafin AG 13F manager | Add | Common stock | $10.2K | +120 +0.44% | 27,636 <0.01% of shares | low |
| Q4 2025 as of | Tucker Asset Management LLC 13F manager | New | Common stock | $10.3K | +58 | 58 <0.01% of shares | low |
| Q3 2025 as of | Pension & Wealth Management Advisors, Inc. 13F manager | Trim | Common stock | $-10.4K | -65 -6.03% | 1,013 <0.01% of shares | low |
| Q1 2026 as of | Moneta Group Investment Advisors LLC 13F manager | Add | Common stock | $10.7K | +65 +0.61% | 10,734 <0.01% of shares | low |
| Q1 2026 as of | Coastline Trust Co 13F manager | Trim | Common stock | $-10.7K | -65 -0.31% | 20,701 <0.01% of shares | low |
| Q1 2026 as of | Bragg Financial Advisors, Inc 13F manager | Add | Common stock | $10.7K | +65 +2.76% | 2,417 <0.01% of shares | low |
| Q2 2026 as of | Beto Financial Group, LLC 13F manager | Add | Common stock | $11.0K | +52 +4.58% | 1,187 <0.01% of shares | low |
| Q2 2026 as of | Trust Co of Vermont 13F manager | Trim | Common stock | $-11.5K | -55 -0.43% | 12,882 <0.01% of shares | low |
| Q2 2026 as of | Dunhill Financial, LLC 13F manager | Add | Common stock | $11.7K | +56 +29.47% | 246 <0.01% of shares | low |
| Q1 2026 as of | Trust Co of Toledo NA /Oh 13F manager | Add | Common stock | $11.8K | +72 +0.29% | 24,966 <0.01% of shares | low |
| Q1 2026 as of | Deroy & Devereaux Private Investment Counsel Inc 13F manager | Trim | Common stock | $-11.9K | -72K -23.85% | 230,468 0.01% of shares | low |
| Q4 2025 as of | Virtus Advisers, LLC 13F manager | Trim | Common stock | $-12.1K | -68 -3.78% | 1,733 <0.01% of shares | low |
| Q2 2026 as of | Gerber Kawasaki Wealth & Investment Management 13F manager | Trim | Common stock | $-12.1K | -58 -3.09% | 1,819 <0.01% of shares | low |
| Q1 2026 as of | Contravisory Investment Management, Inc. 13F manager | Trim | Common stock | $-12.2K | -74 -2.03% | 3,568 <0.01% of shares | low |
| Q4 2024 as of | Pension & Wealth Management Advisors, Inc. 13F manager | Add | Common stock | $12.2K | +97 +14.37% | 772 <0.01% of shares | low |
| Q1 2026 as of | SG Americas Securities, LLC 13F manager | Trim | Common stock | $-12.2K | -74K -24.84% | 225,219 0.01% of shares | low |
| Q1 2026 as of | White Pine Capital LLC 13F manager | Trim | Common stock | $-12.3K | -75 -0.48% | 15,547 <0.01% of shares | low |
| Q1 2026 as of | Enterprise Financial Services Corp 13F manager | Trim | Common stock | $-13.0K | -79 -2.79% | 2,750 <0.01% of shares | low |
| Q1 2026 as of | Essex Financial Services, Inc. 13F manager | Add | Common stock | $13.3K | +81 +1.25% | 6,562 <0.01% of shares | low |
| Q2 2026 as of | Kingdom Financial Group LLC. 13F manager | Add | Common stock | $13.5K | +65 +127.45% | 116 <0.01% of shares | low |
| Q3 2025 as of | DGS Capital Management, LLC 13F manager | Add | Common stock | $13.7K | +86 +2.12% | 4,140 <0.01% of shares | low |
| Q2 2026 as of | Boyd Watterson Asset Management LLC/OH 13F manager | Trim | Common stock | $-14.0K | -67 -4.10% | 1,566 <0.01% of shares | low |
| Q4 2025 as of | Kilter Group LLC 13F manager | Add | Common stock | $14.2K | +80 +35.87% | 303 <0.01% of shares | low |
| Q1 2026 as of | Avantax Planning Partners, Inc. 13F manager | Add | Common stock | $14.3K | +87 +2.81% | 3,185 <0.01% of shares | low |
| Q1 2026 as of | Integrity Alliance, LLC. 13F manager | Add | Common stock | $14.5K | +88 +1.05% | 8,501 <0.01% of shares | low |
| Q2 2026 as of | Fiera Capital Corp 13F manager | Trim | Common stock | $-14.6K | -70 -5.17% | 1,285 <0.01% of shares | low |
| Q1 2026 as of | Marino, Stram & Associates LLC 13F manager | Add | Common stock | $14.6K | +89 +2.42% | 3,766 <0.01% of shares | low |
| Q2 2024 as of | Elevation Point Wealth Partners, LLC 13F manager | Add | Common stock | $14.7K | +151 +1.42% | 10,822 <0.01% of shares | low |
| Q1 2024 as of | Altrafin AG 13F manager | Trim | Common stock | $-14.9K | -158 -0.68% | 23,023 <0.01% of shares | low |
| Q1 2026 as of | Welch & Forbes LLC 13F manager | Trim | Common stock | $-16.3K | -99 -1.72% | 5,657 <0.01% of shares | low |
| Q2 2026 as of | Cfm Wealth Partners LLC 13F manager | Add | Common stock | $16.3K | +78 +0.52% | 14,963 <0.01% of shares | low |
| Q1 2026 as of | Patten & Patten INC/TN 13F manager | Trim | Common stock | $-16.5K | -100 -0.39% | 25,259 <0.01% of shares | low |
| Q1 2026 as of | Chatham Capital Group, Inc. 13F manager | Trim | Common stock | $-16.5K | -100 -0.81% | 12,241 <0.01% of shares | low |
| Q1 2026 as of | First Foundation Advisors 13F manager | Add | Common stock | $16.6K | +101 +1.71% | 5,992 <0.01% of shares | low |
| Q1 2025 as of | Pension & Wealth Management Advisors, Inc. 13F manager | Add | Common stock | $16.9K | +145 +18.78% | 917 <0.01% of shares | low |
| Q2 2026 as of | Westend Capital Management, LLC 13F manager | Trim | Common stock | $-17.1K | -82 -78.10% | 23 <0.01% of shares | low |
| Q1 2026 as of | S&T BANK/PA 13F manager | Add | Common stock | $17.8K | +108 +432.00% | 133 <0.01% of shares | low |
| Q2 2026 as of | Novare Capital Management LLC 13F manager | Add | Common stock | $18.2K | +87 +5.70% | 1,612 <0.01% of shares | low |
| Q1 2026 as of | Janney Montgomery Scott LLC 13F manager | Add | Common stock | $18.5K | +112K +35.51% | 427,904 0.03% of shares | low |
| Q1 2026 as of | Farmers & Merchants Investments Inc 13F manager | Add | Common stock | $19.3K | +117 +11.02% | 1,179 <0.01% of shares | low |
| Q4 2023 as of | Chesapeake Asset Management LLC 13F manager | Trim | Common stock | $-19.3K | -207 -71.38% | 83 <0.01% of shares | low |
| Q1 2026 as of | Kimelman & Baird, LLC 13F manager | New | Common stock | $19.7K | +120 | 120 <0.01% of shares | low |
| Q2 2026 as of | Ethos Financial Group, LLC 13F manager | Add | Common stock | $20.2K | +98 +3.06% | 3,298 <0.01% of shares | low |