 |
| |
| Mar-29-17 | Upgrade |
Deutsche Bank |
Hold → Buy |
$43 → $47 |
|
| Jan-11-17 | Upgrade |
Societe Generale |
Sell → Buy |
|
|
| Jan-03-17 | Reiterated |
Barclays |
Equal Weight |
$35 → $48 |
|
| Oct-20-16 | Upgrade |
Guggenheim |
Neutral → Buy |
|
|
| Oct-20-16 | Reiterated |
Barclays |
Equal Weight |
$32 → $35 |
|
| Oct-06-16 | Downgrade |
Sandler O'Neill |
Buy → Hold |
|
|
| Jul-21-16 | Reiterated |
RBC Capital Mkts |
Outperform |
$27 → $32 |
|
| Jul-13-16 | Initiated |
Berenberg |
Hold |
$29 |
|
| Apr-19-16 | Reiterated |
UBS |
Buy |
$34 → $32 |
|
| Apr-06-16 | Reiterated |
Barclays |
Equal Weight |
$35 → $32 |
|
| Feb-16-16 | Upgrade |
Portales Partners |
Underperform → Sector Perform |
|
|
| Feb-16-16 | Upgrade |
JP Morgan |
Neutral → Overweight |
$29 |
|
| Feb-03-16 | Downgrade |
Atlantic Equities |
Neutral → Underweight |
|
|
| Feb-02-16 | Upgrade |
Macquarie |
Neutral → Outperform |
|
|
| Jan-21-16 | Reiterated |
RBC Capital Mkts |
Outperform |
$38 → $35 |
|
| Jan-19-16 | Reiterated |
Argus |
Buy |
$40 → $35 |
|
| Jan-13-16 | Reiterated |
Barclays |
Equal Weight |
$39 → $38 |
|
| Jan-13-16 | Downgrade |
Societe Generale |
Hold → Sell |
|
|
| Dec-01-15 | Reiterated |
UBS |
Buy |
$39 → $42 |
|
| Oct-20-15 | Reiterated |
UBS |
Buy |
$43 → $39 |
|
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| Jun-27-17 04:00PM | String Of Downgrades Creates Buying Opportunity For Oil Stocks Oilprice.com |
| Jun-26-17 08:42PM | 2 Investment Banks That Could Raise Their Dividends Soon Motley Fool |
| 09:08AM | Morgan Stanley's Sharma Sees De-Globalization Trend Bloomberg Video |
| 12:01AM | [$$] Fed's stress tests raise concern over financial safety standard Financial Times |
| Jun-23-17 02:03PM | Morgan Stanley: It Really Wasn't That Bad. Really. Barrons.com |
| 12:06PM | No Stress? Morgan Stanley Falls, American Express Rises as CCAR on Tap Barrons.com |
| 10:30AM | What the bank stress tests mean for financial sector stocks Yahoo Finance Video |
| 10:08AM | Big banks are on the rise after passing their stress tests Business Insider |
| 12:19AM | [$$] A New Risk for Goldman, Morgan Stanley in Stress Tests The Wall Street Journal |
| Jun-22-17 06:07PM | Fed: Biggest US banks strong enough to withstand recession Associated Press |
| 05:30PM | [$$] A New Risk for Goldman, Morgan Stanley in Stress Tests The Wall Street Journal |
| 02:22PM | GOP Unveils Senate Healthcare Plan; Poll Says It's Less Popular Than Big Bank Bailout TheStreet.com |
| 10:57AM | Morgan Stanley Said Close to Choosing Frankfurt for New EU Hub Bloomberg |
| 10:48AM | Big Banks Edge Up Late On Stress-Test Pass Investor's Business Daily |
| Jun-21-17 01:00PM | Stocks With More Upside Based on Price Action Investopedia |
| 06:24AM | BAWAG advances IPO preparations, Morgan Stanley helps - sources Reuters |
| Jun-20-17 02:20PM | Paul Allen convenes Google, Microsoft, Baidu for AI search engine mission American City Business Journals |
| 10:06AM | Why Amazon-Whole Foods is Good For Goldman Sachs Barrons.com |
| 07:23AM | As Brexit talks begin, Europe sees economic upswing over UK Associated Press |
| 12:36AM | [$$] Whos Behind Morgan Stanleys Bond Trading Turnaround? A Stock Guy The Wall Street Journal |
| Jun-19-17 04:09PM | Markets Right Now: Tech gains send S&P 500 to another record Associated Press |
| 02:49PM | Big Bank Stocks: How Big a Problem is Low-flation? Barrons.com |
| 01:35PM | Here Comes Morgan Stanley's Robo Advisor Barrons.com |
| 12:45PM | [$$] CCMP Capital, MSD Partners to Acquire Hayward Industries The Wall Street Journal |
| 08:44AM | [$$] Who's Behind Morgan Stanley's Bond Trading Turnaround? A Stock Guy The Wall Street Journal |
| 02:33AM | Takeaway firm Delivery Hero says IPO could raise more than $1 billion in battle with Uber, Amazon CNBC |
| Jun-18-17 06:19AM | [$$] Big banks poised to unveil bigger payouts to shareholders Financial Times |
| Jun-17-17 12:10AM | [$$] Morgan Stanley Aims Robo Service at Next-Generation Investors The Wall Street Journal |
| Jun-16-17 12:30PM | Cool Offices: Madeira Partners finds new office home minutes from Lake Minnetonka American City Business Journals |
| 09:43AM | CIT Group Returns $550M Capital, Utilizes Buyback Authority Zacks |
| 08:00AM | Today's Research Reports on Stocks to Watch: Morgan Stanley and Wells Fargo & Co. Accesswire |
| 07:50AM | Chile's Copec favorite to buy Eldorado Brasil, paper says Reuters |
| Jun-15-17 05:02PM | [$$] Merrill Lures $300 Million Morgan Stanley Team The Wall Street Journal |
| 04:30PM | Morgan Stanley Declares Quarterly Dividends on Its Preferred Stock Business Wire |
| 10:37AM | BlackRock Sees Stars Aligning for Brazil Reforms Bloomberg Video |
| 07:33AM | Morgan Stanley is going after a $500 billion opportunity Business Insider |
| Jun-14-17 04:23PM | This Key Sector Bucks Market Selloff, Hails Aggressive Fed Investor's Business Daily |
| 03:05PM | Stocks sink as investors seek safety after weak sales data Associated Press |
| 02:22PM | Morgan Stanley advisors: Text away! Barrons.com |
| 02:20PM | Morgan Stanley CEO says Saudi Arabia could be 'major opportunity' Reuters |
| 11:47AM | Morgan Stanley developing online mortgage application tool Reuters |
| 09:31AM | Stocks to Watch: Chesapeake Energy, Bank of America, Starbucks The Wall Street Journal |
| Jun-13-17 03:46PM | Morgan Stanley developing online mortgage application tool Reuters |
| 03:42PM | Morgan Stanley developing online mortgage application tool Reuters |
| 01:29PM | Bank of America Corp (BAC) Stock Will Return to Bull Mode Soon InvestorPlace |
| 12:00PM | Morgan Stanley Launches Sustainable Investing Education Course for Financial Advisors Business Wire |
| 11:46AM | [$$] US Treasury department seeks to revamp Obama-era regulations Financial Times |
| 09:59AM | Morgan Stanley Wealth Management Partners with Twilio to Help Enhance Client Communications Business Wire |
| 09:52AM | FAANG Stocks Hit Hard in Tech Selloff Bloomberg Video |
| 09:24AM | Morgan Stanley is turning to text messages to keep in touch with wealthy clients Business Insider |
| 08:48AM | Markets want the Fed to answer a $4.5 trillion question CNBC Videos |
| Jun-12-17 06:02PM | U.S. Treasury suggests easing Volcker rule, cutting CFPB power in report Reuters |
| 05:00PM | Top Asset Managers Still Bullish On Crude Oilprice.com |
| 02:14PM | How Tesla can become worth more than Apple, according to ... CNBC Videos |
| 12:46PM | Big Banks Await Treasury Report on Modest Relaxation of Crisis Rules TheStreet.com |
| 10:18AM | Morgan Stanley's Zentner Says Fed Is Frustrating Markets Bloomberg Video |
| Jun-11-17 02:20PM | Republican House Sends a 600-Page Bill Killing Some Obama Bank Rules to Dubious Senate TheStreet.com |
| Jun-09-17 04:25PM | Why Aggressive Buyers Should Watch This Bank Stock Ahead Of Fed Meeting Investor's Business Daily |
| 03:00PM | Here Are All The Financial Reforms That Will Disappear With Dodd-Frank Forbes |
| 01:46PM | ETFs with exposure to Morgan Stanley : June 9, 2017 Capital Cube |
| 12:08PM | Lesser-Known Bank Stock Rallies As BofA, JPMorgan Rise Investor's Business Daily |
| 08:36AM | Why Morgan Stanley (MS) Could Beat Earnings Estimates Again Zacks |
| 01:22AM | [$$] Private-Equity Funds Place Multibillion-Dollar Bets on Asia The Wall Street Journal |
| Jun-08-17 01:36PM | The auto industry may soon face an 'unprecedented buyer's... CNBC Videos |
| 12:25PM | [$$] Morgan Stanley Aiming to Raise $2 Billion for New Asia Private-Equity Fund The Wall Street Journal |
| 10:00AM | Morgan Stanley Foundation Announces Additional $750,000 in Grants to Local Food Banks Across the United States Business Wire |
| 09:25AM | Morgan Stanley :MS-US: Earnings Analysis: Q1, 2017 By the Numbers : June 8, 2017 Capital Cube |
| 08:28AM | Fintech Data Startup Addepar Raises $140 Million in Funding Round TheStreet.com |
| Jun-07-17 12:00PM | Morgan Stanley is hosting a huge talent competition for tech startups Business Insider |
| 12:00PM | Morgan Stanley Honors Zscaler with Innovation Award at 17th TechWeek & CTO Innovation Summit Business Wire |
| Jun-06-17 12:25PM | 4 Tips To Ace Your Mortgage In 2017 Forbes |
| 10:30AM | Moody's: Peer comparison reveals reduced exposure to capital markets risk at global investment banks Moody's |
| 06:10AM | Sharma Says U.K. Election More Local Than Global Bloomberg Video |
| Jun-05-17 06:15PM | Why India Thinks A Trillion-Dollar Price Tag Is Worth Staying In The Paris Climate Accord Forbes |
| 02:52PM | Morgan Stanley Reworks Wealth Management Leadership Barrons.com |
| 12:30PM | US stock indexes mostly lower in midday trading; oil slides Associated Press |
| 11:37AM | US stock indexes edge lower in morning trading; oil slides Associated Press |
| 09:51AM | [$$] The Roundup The Wall Street Journal |
| 08:30AM | Fisher Container Completes Acquisition of Packaging Products Corporation in Partnership with Morgan Stanley Capital Partners Business Wire |
| 08:02AM | How To Spot These 3 Financial Scams Forbes |
| Jun-04-17 11:42AM | 3 Value Stocks for Smart Investors Motley Fool |
| Jun-02-17 12:12PM | Morgan Stanley shuffles wealth management unit Reuters |
| 10:00AM | Morgan Stanley Employees Build New Playground in New Orleans as Part of Healthy Cities Program Business Wire |
| Jun-01-17 09:17PM | Best Mutual Funds: News, Performance Reports And Investing Ideas Investor's Business Daily |
| 03:46PM | MORGAN STANLEY CEO: Investors are ignoring the 'enormous uncertainty' created by Trump Business Insider |
| 03:07PM | Why Wall Street bankers shouldn't expect regulation rollbacks anytime soon Yahoo Finance Video |
| 03:07PM | Wall Street banks have a big warning for investors Yahoo Finance Video |
| 10:16AM | Morgan Stanley puts brokers alongside bankers in effort to boost business Reuters |
| 09:00AM | Morgan Stanley Launches 24-Hours of Continuous Volunteer Activities Worldwide to Help in the Fight Against Childhood Hunger Business Wire |
| May-31-17 09:24PM | Morgan Stanley's Gorman on Turnaround Plan, U.S. Economy Bloomberg Video |
| 08:55PM | Morgan Stanley's Gorman Says Trump Has Bold Agenda Bloomberg Video |
| 08:51PM | Morgan Stanley CEO Sees Trading Drop Similar to JPMorgan, Bank of America Bloomberg |
| 08:49PM | Morgan Stanley's Gorman Says Bank Is on Track Bloomberg Video |
| 08:38PM | Morgan Stanley's Gorman Says Fixed Income Tough Business Bloomberg Video |
| 08:35PM | Morgan Stanley's Gorman Says Growth in India Is Exciting Bloomberg Video |
| 06:39PM | Morgan Stanley Brokers to Get Algorithmic Help Bloomberg |
| 12:38PM | Morgan Stanley Arms Advisors With Machine Learning Barrons.com |
| 11:58AM | Oops. JPMorgan Just Broke the Financial Sector. Barrons.com |
| 11:13AM | Morgan Stanley Takes a Pause on Tesla With Downgrade Bloomberg Video |
| 05:00AM | Morgan Stanley's 16,000 Human Brokers Get Algorithmic Makeover Bloomberg |
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| 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 the Asia-Pacific. The company's 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 sales and trading services, such as sales, financing, and market-making services in equity securities and fixed income products, including foreign exchange and commodities, as well as prime brokerage services; corporate loans, commercial and residential mortgage lending, and asset-backed lending; financing for equities and commodities customers; loans to municipalities; and investments and research services. Its Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, credit and other lending products, and banking and retirement plan services to individual investors, small-to-medium sized businesses, and institutions. The company's Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products, as well as managed futures products to a group of clients across institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. |
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| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| GORMAN JAMES P | Chairman and CEO | May 10 | Option Exercise | 30.01 | 212,365 | 6,373,074 | 1,600,578 | May 12 04:07 PM | | GORMAN JAMES P | Chairman and CEO | May 10 | Sale | 42.93 | 212,365 | 9,117,530 | 1,388,213 | May 12 04:07 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Feb 14 | Sale | 46.04 | 12,481 | 574,563 | 203,557 | Feb 15 04:15 PM | | KELLEHER THOMAS COLM | President | Feb 08 | Option Exercise | 30.01 | 182,027 | 5,462,630 | 836,809 | Feb 10 04:04 PM | | KELLEHER THOMAS COLM | President | Feb 08 | Sale | 43.82 | 182,027 | 7,976,587 | 654,782 | Feb 10 04:04 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Jan 26 | Sale | 44.25 | 10,000 | 442,541 | 216,038 | Jan 27 04:13 PM | | GORMAN JAMES P | Chairman and CEO | Jan 19 | Option Exercise | 22.98 | 284,827 | 6,545,324 | 1,589,199 | Jan 20 04:03 PM | | BRODSKY JEFFREY S | Chief Human Resources Officer | Jan 19 | Sale | 42.37 | 11,755 | 498,058 | 111,400 | Jan 20 04:11 PM | | GROSSMAN ERIC F | Chief Legal Officer | Jan 19 | Sale | 42.14 | 17,562 | 739,992 | 206,347 | Jan 20 04:09 PM | | GORMAN JAMES P | Chairman and CEO | Jan 19 | Sale | 42.30 | 284,827 | 12,047,214 | 1,304,372 | Jan 20 04:03 PM | | SIMKOWITZ DANIEL A | Head of Investment Management | Dec 01 | Option Exercise | 30.01 | 121,351 | 3,641,744 | 385,473 | Dec 02 04:06 PM | | SIMKOWITZ DANIEL A | Head of Investment Management | Dec 01 | Sale | 42.05 | 121,351 | 5,102,919 | 264,122 | Dec 02 04:06 PM | | GORMAN JAMES P | Chairman and CEO | Nov 30 | Sale | 41.38 | 100,000 | 4,138,100 | 1,229,408 | Dec 02 04:08 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Nov 18 | Option Exercise | 30.01 | 121,351 | 3,641,744 | 294,261 | Nov 21 04:06 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Nov 18 | Sale | 40.34 | 111,200 | 4,485,430 | 183,061 | Nov 21 04:06 PM | | BRODSKY JEFFREY S | Chief Human Resources Officer | Nov 14 | Option Exercise | 30.01 | 60,675 | 1,820,857 | 175,012 | Nov 16 04:10 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Nov 14 | Option Exercise | 30.01 | 60,675 | 1,820,857 | 256,026 | Nov 16 04:11 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Nov 14 | Sale | 39.00 | 60,675 | 2,366,380 | 195,351 | Nov 16 04:11 PM | | BRODSKY JEFFREY S | Chief Human Resources Officer | Nov 14 | Sale | 39.12 | 60,675 | 2,373,503 | 114,337 | Nov 16 04:10 PM | | GROSSMAN ERIC F | Chief Legal Officer | Nov 11 | Option Exercise | 30.01 | 60,675 | 1,820,857 | 269,111 | Nov 14 06:16 PM | | GORMAN JAMES P | Chairman and CEO | Nov 11 | Option Exercise | 22.98 | 200,000 | 4,596,000 | 1,566,192 | Nov 14 06:18 PM | | GORMAN JAMES P | Chairman and CEO | Nov 11 | Sale | 37.70 | 200,000 | 7,540,460 | 1,366,192 | Nov 14 06:18 PM | | GROSSMAN ERIC F | Chief Legal Officer | Nov 11 | Sale | 37.84 | 60,675 | 2,296,063 | 208,436 | Nov 14 06:16 PM | | KELLEHER THOMAS COLM | President | Nov 10 | Option Exercise | 22.98 | 222,713 | 5,117,945 | 863,335 | Nov 14 06:17 PM | | SIMKOWITZ DANIEL A | Head of Investment Management | Nov 10 | Sale | 37.56 | 60,119 | 2,257,961 | 262,784 | Nov 10 04:26 PM | | KELLEHER THOMAS COLM | President | Nov 10 | Sale | 38.15 | 219,294 | 8,366,420 | 644,041 | Nov 14 06:17 PM | | PRUZAN JONATHAN | Chief Financial Officer | Nov 08 | Sale | 33.90 | 44,625 | 1,512,667 | 210,814 | Nov 09 04:15 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Oct 27 | Option Exercise | 22.98 | 74,009 | 1,700,727 | 246,043 | Oct 31 04:07 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Oct 27 | Sale | 33.89 | 66,500 | 2,253,978 | 179,543 | Oct 31 04:07 PM | | GROSSMAN ERIC F | Chief Legal Officer | Oct 21 | Option Exercise | 22.98 | 247,570 | 5,689,159 | 428,836 | Oct 24 04:35 PM | | GROSSMAN ERIC F | Chief Legal Officer | Oct 21 | Sale | 33.22 | 220,400 | 7,322,349 | 208,436 | Oct 24 04:35 PM | | KELLEHER THOMAS COLM | President | Oct 20 | Option Exercise | 22.98 | 222,712 | 5,117,922 | 863,334 | Oct 24 04:32 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Oct 20 | Option Exercise | 22.98 | 200,000 | 4,596,000 | 372,034 | Oct 24 04:34 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Oct 20 | Sale | 32.85 | 189,000 | 6,207,875 | 183,034 | Oct 24 04:34 PM | | KELLEHER THOMAS COLM | President | Oct 20 | Sale | 32.90 | 222,712 | 7,328,027 | 640,622 | Oct 24 04:32 PM | | MORGAN STANLEY | 10% Owner | Sep 27 | Sale | 23750.00 | 357 | 8,478,750 | 421 | Sep 28 04:31 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Aug 30 | Sale | 31.70 | 18,929 | 600,051 | 195,351 | Sep 01 04:11 PM | | Hotsuki Keishi | Chief Risk Officer | Aug 17 | Option Exercise | 22.98 | 230,870 | 5,305,393 | 455,191 | Aug 18 04:14 PM | | Hotsuki Keishi | Chief Risk Officer | Aug 17 | Sale | 30.27 | 246,452 | 7,458,982 | 208,739 | Aug 18 04:14 PM | | WIRTH PAUL C | Deputy Chief Financial Officer | Aug 16 | Sale | 30.20 | 20,000 | 604,000 | 214,280 | Aug 17 04:43 PM | | Nicolaisen Donald T | Director | Aug 02 | Sale | 27.88 | 3,302 | 92,062 | 89,802 | Aug 04 04:21 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Jul 25 | Option Exercise | 22.98 | 100,000 | 2,298,000 | 270,880 | Jul 27 04:53 PM | | ROSENTHAL JAMES A | Chief Operating Officer | Jul 25 | Sale | 29.06 | 91,426 | 2,657,086 | 179,454 | Jul 27 04:53 PM | | BRODSKY JEFFREY S | Chief Human Resources Officer | Jul 21 | Sale | 28.79 | 19,955 | 574,584 | 113,755 | Jul 22 04:41 PM |
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