Morgan Stanley ($MS) Insider Trading & Smart Money Activity
Morgan Stanley ($MS) has 2 congress trades, 17 13F position changes and 5 analyst ratings on file.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- $0
- Congress trades (12 mo)
- 2
- 13F moves on file
- 17
- Analyst ratings on file
- 5
MS insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 1 / 0 | 0 / 1 |
| Q2 2026 | 0 | 0 | 0 / 0 | 9 / 3 |
| Q3 2026 | 0 | 0 | 1 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 1 / 3 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All MS insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | TCV Trust & Wealth Management | Sold out | -1.12K sh | Read | |||||||
| 13F | Howard Capital Management Group | Sold out | -1.32K sh | — | |||||||
| 13F | Forbes J M | Added | +63 sh | $234.91K | — | ||||||
| 13F | Cyndeo Wealth Partners | Reduced | -16.03K sh | $10.31M | — | ||||||
| Analyst | Keefe, Bruyette & Woods | Reiterates to Outperform | PT $230 | Read | |||||||
| Analyst | Evercore ISI Group | Reiterates to Outperform | PT $205 | Read | |||||||
| Analyst | BMO Capital | Reiterates to Outperform | PT $215 | -2.3% | — | ||||||
| Analyst | UBS | Reiterates to Buy | PT $236 | -0.1% | — | ||||||
| Analyst | Evercore ISI Group | Reiterates to Outperform | PT $215 | -0.3% | — | ||||||
| Congress | Dan Newhouse | Purchase | $1,001 - $15,000 | -3.0% | -2.6% | — | |||||
| 13F | Rokos Capital Management | Reduced | -388.24K sh | $49.48M | +4.4% | +13.2% | Read | ||||
| 13F | Zacks Investment Management | Added | +185.74K sh | $53.54M | +3.1% | +12.1% | — | ||||
| 13F | Lord, Abbett | Reduced | -147.43K sh | $457.34M | +3.1% | +12.1% | — | ||||
| 13F | Lord, Abbett | Reduced | -147.43K sh | $449.56M | +3.1% | +12.1% | — | ||||
| 13F | Capital Research Global Investors | Added | +4.84M sh | $4.31B | +2.0% | +10.4% | — | ||||
| 13F | Capital Research Global Investors | Added | +4.84M sh | $4.29B | +2.0% | +10.4% | — | ||||
| 13F | Rakuten Investment Management | Added | +19.31K sh | $37.80M | -1.2% | +10.8% | — | ||||
| 13F | Rakuten Investment Management | Added | +19.31K sh | $37.16M | -1.2% | +10.8% | — | ||||
| 13F | National Pension Service | Added | +123.11K sh | $627.86M | -1.2% | +10.8% | — | ||||
| 13F | National Pension Service | Added | +123.11K sh | $625.09M | -1.2% | +10.8% | — | ||||
| 13F | Candriam S.C.A. | Added | +28.78K sh | $96.55M | -0.2% | +10.7% | — | ||||
| 13F | Ifm Investors | Added | +11.21K sh | $51.18M | +1.7% | +7.9% | — | ||||
| Congress | Alan Armstrong | Purchase | $1,001 - $15,000 | +5.2% | +20.1% | +25.3% | — | ||||
| 13F | Brandywine Global Investment Management | Reduced | -16.79K sh | $183.36M | -0.1% | -12.3% | +24.5% | — |
1W / 1M / 6M = how MS moved from the trade or filing date.
Members of Congress trading MS
Institutions moving MS (13F)
Analyst ratings on MS
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Keefe, Bruyette & Woods | Reiterates | Outperform | $250 → $230 | Read | ||||
| Evercore ISI Group | Reiterates | Outperform | $215 → $205 | Read | ||||
| BMO Capital | Reiterates | Outperform | $250 → $215 | -2.3% | — | |||
| UBS | Reiterates | Buy | $260 → $236 | -0.1% | — | |||
| Evercore ISI Group | Reiterates | Outperform | $240 → $215 | -0.3% | — |
Frequently asked questions
Which members of Congress traded MS?
2 disclosed trades by Dan Newhouse and Alan Armstrong. The latest was on Jul 10, 2026.
Which institutions changed their MS positions?
Recent 13F filers moving the stock include Lord, Abbett, Capital Research Global Investors, Rakuten Investment Management, National Pension Service and TCV Trust & Wealth Management.
Other capital markets stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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