MS Insider Trading

Insider Trading Chart
Insider Trading History
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About

Insider Ownership Percentage: 0.19%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $39,677,336.54

Morgan Stanley Insider Trading History Chart

Morgan Stanley Share Price & Price History

^$114.83

▼ -1.005 (-0.87%)

As of 04/29/2025 11:16 AM ET

Days: 30 | 90 | 365

Morgan Stanley Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/15/2025	Eric F. Grossman	Insider	Sell	10,068	$111.65	$1,124,092.20	199,274
1/21/2025	Eric F. Grossman	Insider	Sell	13,097	$136.20	$1,783,811.40	197,444
1/21/2025	Raja J. Akram	CFO	Sell	17,500	$136.01	$2,380,175.00	81,440
10/17/2024	Stephen J. Luczo	Director	Sell	60,000	$119.17	$7,150,200.00	138,363
7/26/2024	Mandell Crawley	Insider	Sell	3,500	$105.25	$368,375.00	43,224
7/18/2024	Raja J. Akram	CFO	Sell	7,500	$106.37	$797,775.00	87,119
7/17/2024	Daniel A Simkowitz	Insider	Sell	40,000	$106.54	$4,261,600.00	442,522
7/17/2024	James P. Gorman	Chairman	Sell	200,000	$105.06	$21,012,000.00	150,000
7/17/2024	Robert H. Herz	Director	Sell	1,000	$106.62	$106,620.00	95,908
5/14/2024	Mandell Crawley	Insider	Sell	6,954	$99.61	$692,687.94	46,274
4/18/2024	James P. Gorman	Chairman	Sell	100,000	$90.21	$9,021,000.00	414,870
4/17/2024	Charles Aubrey Smith III	Insider	Sell	11,200	$90.09	$1,009,008.00	126,190
2/12/2024	Andrew M Saperstein	Insider	Sell	26,655	$87.19	$2,324,049.45	286,835
2/12/2024	James P. Gorman	Chairman	Sell	100,000	$87.30	$8,730,000.00	350,000
1/30/2024	Andrew M Saperstein	Insider	Sell	10,000	$87.92	$879,200.00	313,490
1/30/2024	Raja J. Akram	CFO	Sell	4,500	$87.41	$393,345.00	93,134
1/25/2024	James P. Gorman	Chairman	Sell	50,000	$87.93	$4,396,500.00	400,000
1/19/2024	Andrew M Saperstein	Insider	Sell	10,000	$84.13	$841,300.00	323,490
1/18/2024	Raja J. Akram	CFO	Sell	7,000	$83.56	$584,920.00	97,634
10/5/2023	Stanley Morgan	Major Shareholder	Sell	135	$50,000.00	$6,750,000.00
7/24/2023	Edward N. Pick	Insider	Sell	100,000	$94.33	$9,433,000.00	604,845
7/24/2023	James P. Gorman	CEO	Sell	125,000	$95.19	$11,898,750.00	1,011,345
7/19/2023	Charles Aubrey Smith III	Insider	Sell	5,600	$92.41	$517,496.00	136,513
7/19/2023	James P. Gorman	CEO	Sell	125,000	$92.35	$11,543,750.00	1,136,345
7/19/2023	Raja J. Akram	CFO	Sell	13,500	$92.00	$1,242,000.00	82,984
6/9/2023	Stanley Morgan	Major Shareholder	Sell	1,049,889	$9.45	$9,921,451.05	8,456,881
5/3/2023	Thomas H. Glocer	Director	Sell	4,535	$87.11	$395,043.85	98,110
2/13/2023	Andrew M Saperstein	Insider	Sell	24,556	$98.23	$2,412,135.88	190,440
1/30/2023	Daniel A Simkowitz	Insider	Sell	15,133	$96.20	$1,455,794.60	323,398
1/25/2023	Alistair Darling	Director	Sell	2,000	$94.70	$189,400.00	34,465
1/18/2023	Daniel A Simkowitz	Insider	Sell	44,910	$97.05	$4,358,515.50	348,531
1/18/2023	James P. Gorman	CEO	Sell	250,000	$96.93	$24,232,500.00	1,112,348
1/18/2023	Raja J. Akram	CFO	Sell	5,100	$97.00	$494,700.00	118,558
7/28/2022	Stanley Morgan	Major Shareholder	Buy	8,598	$8.41	$72,309.18	8,598
5/12/2022	Stephen J. Luczo	Director	Buy	25,000	$79.30	$1,982,500.00	179,449

See Full Table

SEC Filings (Institutional Ownership Changes) for Morgan Stanley (NYSE:MS)

84.19% of Morgan Stanley stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Morgan Stanley Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/29/2025	Harel Insurance Investments & Financial Services Ltd.	2,181	$0.25M	0.0%	+601.3%	0.000%
4/29/2025	Pacific Heights Asset Management LLC	185,000	$21.58M	1.5%	-59.8%	0.011%
4/29/2025	IFM Investors Pty Ltd	248,431	$28.98M	0.3%	+9.2%	0.015%
4/29/2025	OneDigital Investment Advisors LLC	16,407	$1.91M	0.0%	+3.4%	0.001%
4/29/2025	Hartline Investment Corp	81,614	$9.52M	1.3%	+21.0%	0.005%
4/29/2025	Calamos Wealth Management LLC	75,771	$8.84M	0.4%	-21.7%	0.005%
4/29/2025	Calamos Advisors LLC	444,987	$51.92M	0.2%	-13.6%	0.028%
4/29/2025	Goelzer Investment Management Inc.	1,764	$0.21M	0.0%	N/A	0.000%
4/29/2025	Checchi Capital Advisers LLC	16,744	$1.95M	0.1%	+1.7%	0.001%
4/28/2025	Castle Wealth Management LLC	3,302	$0.39M	0.2%	-7.8%	0.000%
4/28/2025	North Capital Inc.	365	$43K	0.0%	N/A	0.000%
4/28/2025	Rosenberg Matthew Hamilton	4,174	$0.49M	0.1%	+5.3%	0.000%
4/28/2025	Principal Financial Group Inc.	4,069,267	$474.76M	0.3%	-4.0%	0.252%
4/28/2025	Xcel Wealth Management LLC	49,975	$5.83M	1.8%	-5.7%	0.003%
4/28/2025	Mutual Advisors LLC	11,328	$1.31M	0.0%	+4.8%	0.001%
4/28/2025	Buffington Mohr McNeal	8,765	$1.02M	0.2%	-23.4%	0.001%
4/28/2025	Resonant Capital Advisors LLC	6,272	$0.73M	0.1%	+1.8%	0.000%
4/28/2025	Capital Investment Counsel Inc	19,108	$2.23M	0.3%	+1.6%	0.001%
4/28/2025	Teacher Retirement System of Texas	330,826	$38.60M	0.2%	+35.3%	0.021%
4/28/2025	Strategic Financial Concepts LLC	3,115	$0.36M	0.1%	-32.5%	0.000%
4/28/2025	Novem Group	2,645	$0.31M	0.0%	+31.9%	0.000%
4/28/2025	Private Trust Co. NA	6,827	$0.80M	0.1%	+3.1%	0.000%
4/28/2025	Alley Investment Management Company LLC	62,469	$7.29M	0.9%	+75.0%	0.004%
4/28/2025	Pinnacle Financial Partners Inc	24,657	$2.88M	0.1%	+386.2%	0.002%
4/28/2025	Krane Funds Advisors LLC	2,053	$0.24M	0.0%	+9.9%	0.000%
4/28/2025	Moody Lynn & Lieberson LLC	246,774	$28.79M	1.8%	+0.8%	0.015%
4/28/2025	Aaron Wealth Advisors LLC	8,907	$1.04M	0.1%	+1.7%	0.001%
4/28/2025	First Bank & Trust	12,464	$1.45M	0.3%	-1.0%	0.001%
4/28/2025	Coastline Trust Co	16,845	$1.97M	0.2%	+3.5%	0.001%
4/28/2025	Meadow Creek Wealth Advisors LLC	2,730	$0.32M	0.2%	+5.9%	0.000%
4/28/2025	Sippican Capital Advisors	5,795	$0.68M	0.5%	-2.6%	0.000%
4/28/2025	Keybank National Association OH	246,435	$28.75M	0.1%	-1.4%	0.015%
4/28/2025	DAVENPORT & Co LLC	25,332	$2.96M	0.0%	-1.8%	0.002%
4/28/2025	Red Lighthouse Investment Management LLC	6,002	$0.70M	0.3%	+6.5%	0.000%
4/28/2025	Sumitomo Mitsui DS Asset Management Company Ltd	165,832	$19.35M	0.2%	+3.1%	0.010%
4/28/2025	Lansing Street Advisors	12,500	$1.46M	0.5%	+0.9%	0.001%
4/28/2025	Clear Creek Financial Management LLC	2,465	$0.29M	0.0%	+14.4%	0.000%
4/28/2025	Cidel Asset Management Inc.	7,237	$0.84M	0.1%	-7.5%	0.000%
4/28/2025	BLB&B Advisors LLC	2,833	$0.33M	0.0%	+16.7%	0.000%
4/28/2025	Vontobel Holding Ltd.	330,787	$38.59M	0.1%	+5.1%	0.021%
4/28/2025	Salomon & Ludwin LLC	475	$55K	0.0%	+533.3%	0.000%
4/25/2025	Mather Group LLC.	12,130	$1.42M	0.0%	+7.1%	0.001%
4/25/2025	Alta Advisers Ltd	6,115	$0.71M	0.3%	+48.6%	0.000%
4/25/2025	Deseret Mutual Benefit Administrators	2,004	$0.23M	0.1%	-7.7%	0.000%
4/25/2025	Smith Salley Wealth Management	21,676	$2.53M	0.2%	+3.5%	0.001%
4/25/2025	Koshinski Asset Management Inc.	17,392	$2.03M	0.2%	-11.2%	0.001%
4/25/2025	WASHINGTON TRUST Co	10,714	$1.25M	0.0%	-2.5%	0.001%
4/25/2025	Insight Inv LLC	18,378	$2.14M	0.8%	+0.5%	0.001%
4/25/2025	MorganRosel Wealth Management LLC	232	$27K	0.0%	N/A	0.000%
4/25/2025	Argent Advisors Inc.	2,575	$0.30M	0.1%	+16.5%	0.000%
4/25/2025	Canandaigua National Bank & Trust Co.	26,846	$3.13M	0.3%	-9.0%	0.002%
4/25/2025	Valley National Advisers Inc.	1,935	$0.23M	0.0%	+11.3%	0.000%
4/25/2025	Jacobsen Capital Management	2,212	$0.26M	0.1%	+4.2%	0.000%
4/25/2025	Ameritas Advisory Services LLC	3,113	$0.38M	0.0%	+5.4%	0.000%
4/25/2025	New York State Teachers Retirement System	1,144,625	$133.54M	0.3%	-2.5%	0.071%
4/25/2025	Albion Financial Group UT	64,683	$7.55M	0.5%	-0.9%	0.004%
4/25/2025	Amalgamated Bank	237,028	$27.65M	0.2%	+1.1%	0.015%
4/25/2025	Waterfront Wealth Inc.	15,132	$1.77M	0.4%	-2.3%	0.001%
4/25/2025	Bay Capital Advisors LLC	4,258	$0.50M	0.4%	-3.5%	0.000%
4/25/2025	Avidian Wealth Enterprises LLC	10,644	$1.24M	0.1%	+2.6%	0.001%
4/25/2025	Essex Financial Services Inc.	5,300	$0.62M	0.0%	-8.5%	0.000%
4/25/2025	Northcape Wealth Management LLC	14,701	$1.72M	0.6%	-3.6%	0.001%
4/25/2025	KBC Group NV	481,720	$56.20M	0.2%	-38.2%	0.030%
4/25/2025	McGuire Investment Group LLC	80,120	$9.35M	1.4%	+0.1%	0.005%
4/25/2025	Joel Isaacson & Co. LLC	48,498	$5.66M	0.3%	+1.0%	0.003%
4/25/2025	K.J. Harrison & Partners Inc	38,900	$4.54M	0.9%	+39.4%	0.002%
4/25/2025	CFM Wealth Partners LLC	10,642	$1.24M	0.2%	+0.9%	0.001%
4/25/2025	Sumitomo Mitsui Trust Group Inc.	2,990,922	$348.95M	0.2%	+6.6%	0.185%
4/24/2025	Golden State Wealth Management LLC	2,795	$0.33M	0.0%	+4.3%	0.000%
4/24/2025	Bordeaux Wealth Advisors LLC	2,014	$0.24M	0.0%	-5.0%	0.000%
4/24/2025	Sunbelt Securities Inc.	5,775	$0.67M	0.1%	-12.7%	0.000%
4/24/2025	Tsfg LLC	948	$0.11M	0.0%	+60.4%	0.000%
4/24/2025	Allspring Global Investments Holdings LLC	108,132	$12.52M	0.0%	-10.0%	0.007%
4/24/2025	Highland Capital Management LLC	46,392	$5.41M	0.3%	+9.5%	0.003%
4/24/2025	BSW Wealth Partners	5,306	$0.62M	0.1%	-19.5%	0.000%
4/24/2025	Copeland Capital Management LLC	167,768	$19.57M	0.4%	-2.0%	0.010%
4/24/2025	3Chopt Investment Partners LLC	4,209	$0.49M	0.1%	N/A	0.000%
4/24/2025	Mirae Asset Global Investments Co. Ltd.	147,477	$16.70M	0.0%	+5.9%	0.009%
4/24/2025	Oakworth Capital Inc.	2,826	$0.33M	0.0%	-31.4%	0.000%
4/24/2025	Achmea Investment Management B.V.	145,633	$16.99M	0.2%	+45.3%	0.009%
4/24/2025	Quilter Plc	4,920	$0.57M	0.0%	-48.7%	0.000%
4/24/2025	Bull Street Advisors LLC	7,575	$0.88M	0.4%	-1.4%	0.000%
4/24/2025	Transcend Capital Advisors LLC	24,087	$2.81M	0.2%	-4.6%	0.001%
4/24/2025	Trust Co. of Vermont	14,037	$1.64M	0.1%	+4.8%	0.001%
4/24/2025	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	21,479	$2.41M	0.0%	-12.3%	0.001%
4/24/2025	Park Place Capital Corp	2,963	$0.35M	0.1%	-8.8%	0.000%
4/24/2025	Diversified Trust Co	29,298	$3.42M	0.1%	-15.5%	0.002%
4/24/2025	Beacon Financial Advisory LLC	1,944	$0.23M	0.1%	+14.2%	0.000%
4/24/2025	Alta Wealth Advisors LLC	2,299	$0.27M	0.1%	+10.9%	0.000%
4/24/2025	TFC Financial Management Inc.	1,553	$0.18M	0.0%	+351.5%	0.000%
4/24/2025	Tanager Wealth Management LLP	2,688	$0.31M	0.0%	+9.4%	0.000%
4/24/2025	Graphene Investments SAS	23,000	$2.68M	2.0%	N/A	0.001%
4/24/2025	Perpetual Ltd	7,284	$0.85M	0.0%	-3.5%	0.000%
4/24/2025	PDS Planning Inc	6,081	$0.71M	0.1%	+7.6%	0.000%
4/24/2025	Bank of Stockton	7,323	$0.85M	0.3%	-3.9%	0.000%
4/23/2025	Baugh & Associates LLC	69,280	$7.75M	3.9%	-0.5%	0.004%
4/23/2025	Balefire LLC	2,172	$0.25M	0.1%	N/A	0.000%
4/23/2025	KPP Advisory Services LLC	10,953	$1.28M	0.2%	+36.4%	0.001%
4/23/2025	Goldstein Advisors LLC	1,816	$0.21M	0.0%	-7.8%	0.000%
4/23/2025	Penobscot Investment Management Company Inc.	13,114	$1.53M	0.1%	-3.7%	0.001%

Data available starting January 2016

See Full Table

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.

Today's Range

Now: $114.83

$115.24

$116.13

50 Day Range

MA: $116.38

$99.75

$134.36

52 Week Range

Now: $114.83

$90.55

$142.03

Volume

272,743 shs

Average Volume

6,635,815 shs

Market Capitalization

$185.20 billion

P/E Ratio

14.48

Dividend Yield

3.29%

Beta

1.3

Who are the company insiders with the largest holdings of Morgan Stanley?: Morgan Stanley's top insider investors include:
Stanley Morgan (Major Shareholder)
James P Gorman (CEO)
Edward N Pick (Insider)
Daniel A Simkowitz (Insider)
James P Gorman (Chairman)
Andrew M Saperstein (Insider)
Eric F Grossman (Insider)
Stephen J Luczo (Director)
Charles Aubrey Smith III (Insider)
Thomas H Glocer (Director)
Raja Akram (CFO)
Robert H Herz (Director)
Mandell Crawley (Insider)
Learn More about top insider investors at Morgan Stanley.
Who are the major institutional investors of Morgan Stanley?: Morgan Stanley's top institutional shareholders include:
Principal Financial Group Inc. — 0.25%
Sumitomo Mitsui Trust Group Inc. — 0.19%
GAMMA Investing LLC — 0.17%
Rhumbline Advisers — 0.14%
Fifth Third Bancorp — 0.09%
Bessemer Group Inc. — 0.09%
Learn More about top institutional investors of Morgan Stanley stock.
Which major investors are selling Morgan Stanley stock?: In the last quarter, MS stock was sold by these institutional investors:
KBC Group NV
Pacific Heights Asset Management LLC
Principal Financial Group Inc.
Factory Mutual Insurance Co.
Calamos Advisors LLC
Bessemer Group Inc.
Retirement Systems of Alabama
Rhumbline Advisers
Within the last year, company insiders that have sold Morgan Stanley company stock include:
Stanley Morgan (Major Shareholder)
James P Gorman (CEO)
Edward N Pick (Insider)
Daniel A Simkowitz (Insider)
James P Gorman (Chairman)
Andrew M Saperstein (Insider)
Eric F Grossman (Insider)
Learn More investors selling Morgan Stanley stock.
Which major investors are buying Morgan Stanley stock?: Within the previous quarter, MS stock was bought by institutional investors including:
GAMMA Investing LLC
Sarasin & Partners LLP
Robeco Institutional Asset Management B.V.
Whipplewood Advisors LLC
IMC Chicago LLC
Sumitomo Mitsui Trust Group Inc.
Sequoia Financial Advisors LLC
SG Americas Securities LLC