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 2025 as of | Elevation Point Wealth Partners, LLC 13F manager | Trim | Common stock | $-89.5K | -767 -11.01% | 6,202 <0.01% of shares | low |
| Q1 2026 as of | Lighthouse Financial Services Inc /Adv 13F manager | Trim | Common stock | $-89.7K | -489 -2.12% | 22,620 <0.01% of shares | low |
| Q1 2026 as of | D.a. Davidson & Co. 13F manager | Trim | Common stock | $-93.0K | -565 -0.81% | 69,474 <0.01% of shares | low |
| Q1 2026 as of | Courier Capital LLC 13F manager | Trim | Common stock | $-93.3K | -567 -4.77% | 11,319 <0.01% of shares | low |
| Q1 2026 as of | Boyd Watterson Asset Management LLC/OH 13F manager | Trim | Common stock | $-93.8K | -570 -25.87% | 1,633 <0.01% of shares | low |
| Q2 2026 as of | Curio Wealth, LLC 13F manager | Exit | Common stock | $-95.7K | -527 -100.00% | 0 | low |
| Q4 2024 as of | Chesapeake Asset Management LLC 13F manager | Add | Common stock | $96.8K | +770 +785.71% | 868 <0.01% of shares | low |
| Q1 2026 as of | Obermeyer Wealth Partners 13F manager | Add | Common stock | $96.9K | +589 +18.37% | 3,796 <0.01% of shares | low |
| Q2 2026 as of | Towarzystwo Funduszy Inwestycyjnych Pzu SA 13F manager | Add | Common stock | $97.2K | +465 +16.67% | 3,255 <0.01% of shares | low |
| Q4 2025 as of | Nicholas Wealth, LLC. 13F manager | Add | Common stock | $100.1K | +564 +7.00% | 8,616 <0.01% of shares | low |
| Q2 2025 as of | Nicholas Wealth, LLC. 13F manager | Add | Common stock | $101.4K | +720 +11.09% | 7,212 <0.01% of shares | low |
| Q1 2026 as of | Gw Henssler & Associates Ltd 13F manager | Trim | Common stock | $-103.0K | -626 -0.65% | 95,538 <0.01% of shares | low |
| Q1 2026 as of | Bessemer Group Inc 13F manager | Trim | Common stock | $-103.7K | -630K -46.05% | 737,832 0.05% of shares | low |
| Q3 2024 as of | Elevation Point Wealth Partners, LLC 13F manager | Trim | Common stock | $-106.8K | -1K -9.47% | 9,797 <0.01% of shares | low |
| Q4 2025 as of | IFP Advisors, Inc 13F manager | Add | Common stock | $107.2K | +604 +5.99% | 10,692 <0.01% of shares | low |
| Q3 2022 as of | Altrafin AG 13F manager | Trim | Common stock | $-108.6K | -1K -4.77% | 27,453 <0.01% of shares | low |
| Q2 2026 as of | Up Strategic Wealth Investment Advisors LLC 13F manager | Add | Common stock | $109.1K | +500 +38.05% | 1,814 <0.01% of shares | low |
| Q2 2026 as of | Nordwand Advisors, LLC 13F manager | Add | Common stock | $109.7K | +525 +0.92% | 57,869 <0.01% of shares | low |
| Q2 2025 as of | Elevation Point Wealth Partners, LLC 13F manager | Add | Common stock | $111.6K | +792 +12.77% | 6,994 <0.01% of shares | low |
| Q1 2026 as of | Greenleaf Trust 13F manager | Add | Common stock | $111.9K | +680 +2.47% | 28,243 <0.01% of shares | low |
| Q1 2026 as of | Bank of Stockton 13F manager | Trim | Common stock | $-115.2K | -700 -8.17% | 7,873 <0.01% of shares | low |
| Q1 2026 as of | Commonwealth of Pennsylvania Public School Empls Retrmt Sys 13F manager | Trim | Common stock | $-116.7K | -709 -0.25% | 280,249 0.02% of shares | low |
| Q1 2026 as of | Whittier Trust Co of Nevada Inc 13F manager | Trim | Common stock | $-119.4K | -717 -14.31% | 4,294 <0.01% of shares | low |
| Q4 2023 as of | Altrafin AG 13F manager | Trim | Common stock | $-122.9K | -1K -5.38% | 23,181 <0.01% of shares | low |
| Q2 2025 as of | First National Bank of Omaha 13F manager | Trim | Common stock | $-123.7K | -878 -2.50% | 34,293 <0.01% of shares | low |
| Q2 2026 as of | Wiregrass Investment Management LLC 13F manager | Add | Common stock | $124.0K | +593 +6.64% | 9,526 <0.01% of shares | low |
| Q1 2026 as of | United Bank 13F manager | Trim | Common stock | $-125.7K | -764 -16.98% | 3,736 <0.01% of shares | low |
| Q1 2026 as of | Chesapeake Asset Management LLC 13F manager | Trim | Common stock | $-126.7K | -770 -87.10% | 114 <0.01% of shares | low |
| Q2 2026 as of | Mayport, LLC 13F manager | Add | Common stock | $127.5K | +610 +49.43% | 1,844 <0.01% of shares | low |
| Q1 2026 as of | Keybank National ASSOCIATION/OH 13F manager | Add | Common stock | $128.7K | +782 +0.32% | 245,073 0.02% of shares | low |
| Q1 2026 as of | D L Carlson Investment Group Inc 13F manager | Trim | Common stock | $-130.5K | -793 -4.18% | 18,176 <0.01% of shares | low |
| Q1 2026 as of | Cookson Peirce & Co Inc 13F manager | Add | Common stock | $130.7K | +794 +4.63% | 17,944 <0.01% of shares | low |
| Q1 2026 as of | First Interstate Bank 13F manager | Trim | Common stock | $-131.7K | -800 -16.83% | 3,953 <0.01% of shares | low |
| Q2 2026 as of | Quent Capital, LLC 13F manager | Add | Common stock | $132.5K | +634 +4.51% | 14,689 <0.01% of shares | low |
| Q2 2026 as of | Buckley Wealth Management, LLC 13F manager | Trim | Common stock | $-133.4K | -638 -7.35% | 8,040 <0.01% of shares | low |
| Q3 2025 as of | Nicholas Wealth, LLC. 13F manager | Add | Common stock | $133.5K | +840 +11.65% | 8,052 <0.01% of shares | low |
| Q2 2026 as of | Rnc Capital Management LLC 13F manager | Trim | Common stock | $-133.8K | -640 -1.95% | 32,196 <0.01% of shares | low |
| Q1 2026 as of | Acropolis Investment Management, LLC 13F manager | Trim | Common stock | $-133.8K | -813 -4.22% | 18,439 <0.01% of shares | low |
| Q2 2026 as of | Pallas Capital Advisors LLC 13F manager | Add | Common stock | $136.9K | +655 +18.85% | 4,130 <0.01% of shares | low |
| Q2 2026 as of | K.J. Harrison & Partners Inc 13F manager | Trim | Common stock | $-141.7K | -678 -2.45% | 27,031 <0.01% of shares | low |
| Q2 2026 as of | CVA Family Office, LLC 13F manager | Add | Common stock | $144.5K | +691 +8.69% | 8,641 <0.01% of shares | low |
| Q2 2026 as of | Naviter Wealth, LLC 13F manager | Add | Common stock | $151.6K | +725 +27.11% | 3,399 <0.01% of shares | low |
| Q1 2026 as of | Albion Financial Group /Ut 13F manager | Trim | Common stock | $-159.1K | -967 -1.59% | 59,866 <0.01% of shares | low |
| Q2 2026 as of | Bridges Investment Management Inc 13F manager | Add | Common stock | $159.7K | +764 +57.31% | 2,097 <0.01% of shares | low |
| Q1 2026 as of | Leuthold Group, LLC 13F manager | Add | Common stock | $160.5K | +975 +1.39% | 71,004 <0.01% of shares | low |
| Q4 2025 as of | Tributary Capital Management, LLC 13F manager | Trim | Common stock | $-161.6K | -910 -22.47% | 3,140 <0.01% of shares | low |
| Q1 2026 as of | Nichols & Pratt Advisers LLP /Ma 13F manager | Trim | Common stock | $-164.6K | -1K -23.84% | 3,195 <0.01% of shares | low |
| Q2 2026 as of | Principle Wealth Partners LLC 13F manager | Add | Common stock | $175.2K | +838 +7.08% | 12,675 <0.01% of shares | low |
| Q2 2026 as of | Pinnacle Wealth Planning Services, Inc. 13F manager | Add | Common stock | $177.7K | +850 +19.23% | 5,270 <0.01% of shares | low |
| Q1 2026 as of | Ledyard National Bank 13F manager | Trim | Common stock | $-178.7K | -1K -23.36% | 3,563 <0.01% of shares | low |