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MS · Financials

Morgan Stanley

USA Financials Filing: 2026-06-30
39/100
Smart-money confidence1 of 3 sources positive
Below average interest

No standout activity across the feeds we track.

What this band has actually done: stocks scoring 25–45 beat the S&P 500 over the next three months 45.3% of the time, across 39,662 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this

Hedge funds
53
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$308.3B
Industry
Capital Markets
Sector
Financial Services
Exchange
NYSE
About MORGAN STANLEY

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and…

Who's behind the signal
Every informed buyer we can see on MS, across all three feeds.
Hedge funds · 10
AQR Capital Management Increased +63%
D.E. Shaw & Co Decreased −45%
+4 more in the full breakdown below ↓
Congress · 21
Dan Newhouse bought
+13 more in the full record below ↓
Insiders
No significant Form 4 insider activity in the window.
Congressional trades · 50 on record
Disclosures from 2021-05-13 to 2026-07-10
Trade date Member Chamber Action Amount
2026-07-10 Dan Newhouse · R-WA House Bought $1,001 - $15,000
2026-03-27 Alan Armstrong · R-OK Senate Bought $1,001 - $15,000
2025-12-18 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-12-17 Steve Cohen · D-TN House Sold $50,001 - $100,000
2025-11-18 Gilbert Ray Cisneros, Jr. · D-CA House Bought $1,001 - $15,000
2025-11-13 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-10-17 Gilbert Ray Cisneros, Jr. · D-CA House Bought $1,001 - $15,000
2025-09-23 Val T. Hoyle · D-OR House Sold $1,001 - $15,000
2025-09-11 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2025-08-28 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
Show the other 40
Trade date Member Chamber Action Amount
2025-08-14 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-07-11 Ritchie Torres · D-NY House Sold $1,001 - $15,000
2025-05-15 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-05-14 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2025-05-05 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2025-04-21 Bruce Westerman · R-AR House Sold $1,001 - $15,000
2025-04-07 Jefferson Shreve · R-IN House Sold $15,001 - $50,000
2025-04-07 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-04-02 Val T. Hoyle · D-OR House Sold $1,001 - $15,000
2025-03-03 Bruce Westerman · R-AR House Bought $1,001 - $15,000
2025-01-24 Julie Johnson · D-TX House Sold $1,001 - $15,000
2025-01-24 Val T. Hoyle · D-OR House Bought $1,001 - $15,000
2024-09-26 Ritchie Torres · D-NY House Bought $1,001 - $15,000
2024-09-04 John James · R-MI House Sold $1,001 - $15,000
2024-02-01 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2023-11-10 John James · R-MI House Bought $1,001 - $15,000
2023-10-24 Greg Stanton · D-AZ House Sold $1,001 - $15,000
2023-09-26 Greg Stanton · D-AZ House Bought $1,001 - $15,000
2023-09-08 Lois Frankel · D-FL House Sold $1,001 - $15,000
2023-07-26 Lois Frankel · D-FL House Sold $1,001 - $15,000
2023-07-07 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2023-05-05 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2023-04-10 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2023-03-06 Josh Gottheimer · D-NJ House Bought $1,001 - $15,000
2022-11-11 Michael C. Burgess · R-TX House Sold $15,001 - $50,000
2022-10-07 Michael C. Burgess · R-TX House Bought $15,001 - $50,000
2022-10-07 Michael C. Burgess · R-TX House Sold $1,001 - $15,000
2022-06-28 John R. Curtis · R-UT House Sold $1,001 - $15,000
2022-04-27 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2022-03-23 Kevin Hern · R-OK House Sold $250,001 - $500,000
2022-03-09 John R. Curtis · R-UT House Bought $1,001 - $15,000
2022-03-03 Josh Gottheimer · D-NJ House Sold $1,001 - $15,000
2022-02-02 Donald S. Beyer, Jr. · D-VA House Sold $1,001 - $15,000
2022-01-14 John R. Curtis · R-UT House Bought $1,001 - $15,000
2022-01-07 Thomas R. Suozzi · D-NY House Sold $50,001 - $100,000
2021-11-24 Thomas R. Suozzi · D-NY House Bought $100,001 - $250,000
2021-08-09 Zoe Lofgren · D-CA House Bought $1,001 - $15,000
2021-06-14 Ro Khanna · D-CA House Bought $1,001 - $15,000
2021-06-02 Ro Khanna · D-CA House Sold $1,001 - $15,000
2021-05-13 Donald S. Beyer, Jr. · D-VA House Bought $15,001 - $50,000
Not a model pick — but on our radar. MORGAN STANLEY isn't in the top-10 model right now, but 10 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
10
Investors
2
New positions
3
Increasing
4
Decreasing
1
Unchanged
Price History
Loading price data...
A member of Congress bought A member sold
Return: High: Low:

Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.

Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Portfolio Allocation
How much of each investor's portfolio is allocated to MORGAN STANLEY
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Neutral
Sentiment
0
Buys
5
Sells
Date Insider Title Action Shares Price Value
2026-07-28 SCHAPIRO MARY L Insider SELL 1,000 $212.06 $212,055
2026-07-17 Pizzi Michael A. Insider SELL 7,101 $216.88 $1,540,065
2026-07-17 Pizzi Michael A. Insider SELL 17,064 $215.00 $3,668,760
2026-07-16 YESHAYA SHARON Insider SELL 9,172 $222.51 $2,040,862
2026-07-16 YESHAYA SHARON Insider SELL 6,382 $222.51 $1,420,059
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell MORGAN STANLEY or any security.

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