The company
Morgan Stanley
MS · NYSE
FinancialsCapital Markets & Asset ManagementNot moving yet
MS stood above a rising 150-day average in 43 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 9.9% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).
Statistics
- Rotation
- Not moving yet
- Weeks in an uptrend
- out for 4
- Industry in uptrend
- 27% -9 in 4 wk
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $119.9M
- Officials’ trades on record
- 103
- Institutions holding
- 2,594 (+224)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 43 of 52 weeks.
17 Apr – 16 Oct
Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
103 disclosed lines: House 84, Senate 5, executive 14; 39 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $50k–$100k | 31 Jul 2026filed 22 Sep 2026 |
| Dan Newhouse House: U.S. House ClerkWA04 | boughtspouse | $1k–$15k | 10 Jul 2026filed 17 Jul 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $100k–$250k | 10 Apr 2026filed 1 Jul 2026 |
| Alan Armstrong Senate: U.S. Senate eFDSenator | bought | $1k–$15k | 27 Mar 2026filed 21 Jul 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $15k–$50k | 25 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $15k–$50k | 23 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $1k–$15k | 23 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $15k–$50k | 17 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $15k–$50k | 11 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $15k–$50k | 2 Mar 2026filed 14 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $15k–$50k | 22 Jan 2026filed 14 May 2026 |
| Julie Johnson House: U.S. House ClerkTX32 | soldjoint | $1k–$15k | 18 Dec 2025filed 15 Jan 2026 |
Insiders
Buy orders, 12 months0
Sale orders, 12 months15
Buyers · sellers0 · 9
| Who | Did | Shares | Traded |
|---|---|---|---|
| Mary L. SchapiroDirector | sold | 1,000at $212.06 | 28 Jul 2026filed 29 Jul 2026 |
| Michael A. PizziHead Technology & Operations | sold | 17,064at $215.00 | 17 Jul 2026filed 17 Jul 2026 |
| Michael A. PizziHead Technology & Operations | sold | 7,101at $216.88 | 17 Jul 2026filed 17 Jul 2026 |
| Sharon YeshayaChief Financial Officer | sold | 6,382at $222.51 | 16 Jul 2026filed 17 Jul 2026 |
| Sharon YeshayaChief Financial Officer | sold | 9,172at $222.51 | 16 Jul 2026filed 17 Jul 2026 |
| Eric F. GrossmanChief Legal/Admin Officer | sold | 5,559at $190.00 | 20 Apr 2026filed 20 Apr 2026 |
| Eric F. GrossmanChief Legal/Admin Officer | sold | 5,559at $191.50 | 20 Apr 2026filed 20 Apr 2026 |
| Daniel A. SimkowitzCo-President | sold | 14,690at $189.24 | 17 Apr 2026filed 17 Apr 2026 |
| Mandell CrawleyChief Client Officer | sold | 2,546at $187.25 | 16 Apr 2026filed 17 Apr 2026 |
| Mandell CrawleyChief Client Officer | sold | 13,283at $188.38 | 16 Apr 2026filed 17 Apr 2026 |
| Mandell CrawleyChief Client Officer | sold | 300at $189.05 | 16 Apr 2026filed 17 Apr 2026 |
| Andrew M. SapersteinCo-President | sold | 6,584at $187.20 | 16 Apr 2026filed 17 Apr 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders2,594+224 on the quarter
New · exited350 · 131
Reported value$274.4B
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INCunchanged · filed 7 Aug 2026 | 377,085,167$78.8B | 00.0% |
| STATE STREET CORPreduced · filed 7 Aug 2026 | 99,560,815$20.8B | -1,779,379−1.8% |
| BlackRock, Inc.reduced · filed 7 Aug 2026 | 94,899,620$19.8B | -1,497,269−1.6% |
| VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026 | 77,700,641$16.2B | -14,4910.0% |
| JPMORGAN CHASE & COnew · filed 12 Aug 2026 | 44,363,477$9.4B | +44,363,477 |
| VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026 | 30,203,228$6.3B | -37,573−0.1% |
| GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026 | 27,346,327$5.7B | -356,347−1.3% |
| Fisher Asset Management, LLCadded · filed 4 Aug 2026 | 26,172,995$5.5B | +572,927+2.2% |
| FMR LLCadded · filed 13 Aug 2026 | 24,903,987$5.2B | +2,173,964+9.6% |
| Capital Research Global Investorsreduced · filed 12 Aug 2026 | 18,070,606$3.8B | -2,200,114−10.9% |
31 Mar 2023 – 30 Jun 2026
News
Morgan Stanley Sizes Up $1.58 Trillion in 2027 AI Capex — and Ma - 博客wenxuecity.com · 18 Oct 2026Goldman Sachs, Wells Fargo, Morgan Stanley see tokenization as a growth play, not a threatcoindesk.com · 17 Oct 2026AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanleyvietnamtribune.com · 17 Oct 2026AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanleyindiatimes.com · 17 Oct 2026Morgan Stanley sees risk asset bull market regaining momentum as growth, AI support returnsindiatimes.com · 17 Oct 2026Global equities may regain momentum as strong earnings offset concerns over rising bond yields: Morgan Stanleyasiabulletin.com · 17 Oct 2026A Goldman Sachs MD found her way home to Morgan Stanleyefinancialcareers.com · 16 Oct 2026Morgan Stanley cuts US global computing share forecast to 55 pc amid power crunchaustralianherald.com · 16 Oct 2026
Everyone who traded it
Same industry
Government contracts
No federal award is tied to it.
From its SEC filings
Analyst forecasts
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