$50,000 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:
"Issues related to financial regulatory reform; financial services issues related to transportation and infrastructure; cannabis-related banking; banking regulatory issues; Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L.111-203) implementation. Issues related to tax reform; H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169) implementation, international taxation IRA issues; H.R.7024, Tax Relief for American Families and Workers Act of 2024. Issues related to cybersecurity and privacy; H.R.1165, Data Privacy Act of 2023. General issues related to trade and foreign commerce."
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 905 institutional investors add shares of MS stock to their portfolio, and 777 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.
