News

$1,570,000 of MORGAN STANLEY & CO LLC lobbying was just disclosed, from Q4 of 2024, in a new Lobbying Disclosure Act filing.

This included lobbying on issues like:

"Taxation of Financial Institutions and Products Active Financing Legislation Issues Related to International Tax Rules Energy Tax Legislation Issues Related to Tax-Exempt Bonds Issues Related to Pension Reforms
Issues Related to Financial Regulatory Restructuring and Implementation Issues Related to Mortgage Industry Reforms Issues Related to Community Reinvestment Act Issues Related to Anti-Money Laundering and Counter Terrorism Financing (AML/CTF) Issues Related to Bank Capital Standards
Issues Related to Broker Dealers Issues Related to Energy Legislation Issues Related to Derivatives Issues Related to Financial Market System Risk Issues Related to Commodity Markets Issues Related to Investment Advisors Issues Related to Financial Regulatory Restructuring Issues Related to Pension Reform Issues Related to Exchange Act Reform Issues Related to Corporate Governance Issues Related to Digital Assets
China Market Access US-China Relationship Issues Related to Currency Exchange Oversight US-Russia Relationship US-Turkey Relationship US-Iran Relationship US-India Relationship US-Latin American Relationships US-Middle East Relations US-Japan Relationship US-UK and EU Relationships US-Colombia and Brazil Relationships"

You can find more data on corporate lobbying on Quiver Quantitative.

MS Congressional Stock Trading

Members of Congress have traded $MS stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $MS stock by members of Congress over the last 6 months:

• REPRESENTATIVE JOHN JAMES sold up to $15,000 on 09/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

MS Insider Trading Activity

MS insiders have traded $MS stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $MS stock by insiders over the last 6 months:

• STEPHEN J LUCZO sold 60,000 shares for an estimated $7,150,470
• MANDELL CRAWLEY (Chief Human Resources Officer) sold 3,500 shares for an estimated $368,375

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

MS Hedge Fund Activity

We have seen 909 institutional investors add shares of MS stock to their portfolio, and 775 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JPMORGAN CHASE & CO removed 8,601,830 shares (-17.3%) from their portfolio in Q3 2024, for an estimated $896,654,759
• WELLINGTON MANAGEMENT GROUP LLP removed 7,359,377 shares (-19.1%) from their portfolio in Q3 2024, for an estimated $767,141,458
• CAPITAL RESEARCH GLOBAL INVESTORS added 6,394,808 shares (+73.9%) to their portfolio in Q3 2024, for an estimated $666,594,785
• ALPHINITY INVESTMENT MANAGEMENT PTY LTD added 5,971,265 shares (+inf%) to their portfolio in Q3 2024, for an estimated $622,444,663
• BLACKROCK, INC. added 4,413,810 shares (+5.2%) to their portfolio in Q3 2024, for an estimated $460,095,554
• FRANKLIN RESOURCES INC added 3,369,520 shares (+75.2%) to their portfolio in Q3 2024, for an estimated $351,238,764
• BANK OF NEW YORK MELLON CORP removed 1,856,605 shares (-14.4%) from their portfolio in Q3 2024, for an estimated $193,532,505

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information.

This article was originally published on Quiver News, read the full story.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.