Purchases and Sales Made in Q1 2025 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q1 2025. The information is specifically focused on institutions that hold shares of MORGAN STANLEY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.87K+ 3.26% |
$209K - $264K
|
59.3K
$8.73M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.87K+ 28.35% |
$209K - $264K
|
8.48K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.87K+ 601.29% |
$209K - $264K
|
2.18K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.86K+ 27.9% |
$208K - $263K
|
8.53K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 96.07% |
$207K - $262K
|
3.79K
$558K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 8.96% |
$206K - $260K
|
22.5K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.84K+ 4.08% |
$206K - $260K
|
47K
$6.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.84K+ 94.69% |
$205K - $259K
|
3.78K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83K+ 3.52% |
$204K - $258K
|
53.8K
$7.92M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.83K+ 8.1% |
$204K - $258K
|
24.4K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.81KNew |
$202K - $256K
|
1.81K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.81KNew |
$202K - $255K
|
1.81K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$202K - $255K
|
1.81K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 78.26% |
$201K - $254K
|
4.1K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.79KNew |
$199K - $252K
|
1.79K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.76KNew |
$197K - $249K
|
1.76K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 76.43% |
$196K - $247K
|
4.05K
$596K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.74K+ 13.06% |
$195K - $246K
|
15.1K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.74KNew |
$194K - $245K
|
1.74K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$194K - $244K
|
1.73K
$255K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.73K+ 64.66% |
$193K - $244K
|
4.4K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$192K - $242K
|
1.72K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 1.11% |
$190K - $240K
|
155K
$22.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.66K+ 3.43% |
$186K - $235K
|
50.2K
$7.39M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.61K+ 255.98% |
$179K - $226K
|
2.23K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6K+ 106.67% |
$179K - $226K
|
3.1K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 63.31% |
$178K - $225K
|
4.12K
$606K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.59KNew |
$178K - $225K
|
1.59K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.57K+ 19.14% |
$175K - $221K
|
9.76K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 25.08% |
$175K - $221K
|
7.8K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 11.83% |
$174K - $220K
|
14.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.53KNew |
$171K - $216K
|
1.53K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 23.06% |
$170K - $215K
|
8.13K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.52K+ 60.82% |
$170K - $214K
|
4.02K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.73% |
$169K - $214K
|
42.2K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.51K+ 12.67% |
$168K - $212K
|
13.4K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.87% |
$165K - $208K
|
10.8K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.47K+ 19.03% |
$164K - $207K
|
9.19K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.44K+ 5.15% |
$161K - $203K
|
29.4K
$4.33M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.44KNew |
$161K - $203K
|
1.44K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.43K+ 0.66% |
$160K - $202K
|
219K
$32.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.42K+ 26.27% |
$159K - $201K
|
6.83K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.41K+ 49.15% |
$157K - $199K
|
4.28K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.4K+ 2.66% |
$157K - $198K
|
54.3K
$7.99M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.4K+ 5.88% |
$157K - $198K
|
25.3K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.39K+ 41.65% |
$155K - $196K
|
4.73K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 6.36% |
$154K - $195K
|
23.1K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.36K+ 0.99% |
$152K - $192K
|
139K
$20.5M
|