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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 71.45% |
$151K - $190K
|
3.24K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.35K+ 9.08% |
$150K - $190K
|
16.2K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.33K+ 12.57% |
$149K - $188K
|
11.9K
$1.76M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.31K+ 57.94% |
$147K - $185K
|
3.58K
$527K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.29K+ 51.01% |
$144K - $182K
|
3.83K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.28K+ 30.53% |
$143K - $181K
|
5.49K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.28K+ 18.58% |
$143K - $181K
|
8.17K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.28K+ 10.58% |
$143K - $180K
|
13.3K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 3.44% |
$141K - $178K
|
38K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.26K+ 33.41% |
$141K - $178K
|
5.03K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.26K+ 5.15% |
$141K - $178K
|
25.7K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.26K+ 19.01% |
$140K - $177K
|
7.86K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.24K+ 0.84% |
$139K - $175K
|
149K
$22M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24KNew |
$138K - $175K
|
1.24K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.23K+ 1.4% |
$138K - $174K
|
89.6K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.23K+ 219.11% |
$137K - $173K
|
1.79K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.21K+ 17.63% |
$135K - $171K
|
8.09K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.21K+ 351.45% |
$135K - $171K
|
1.55K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.21K+ 38.65% |
$135K - $170K
|
4.33K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.2K+ 4.36% |
$134K - $169K
|
28.6K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.2% |
$133K - $168K
|
101K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.19K+ 0.65% |
$132K - $167K
|
182K
$26.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.16K+ 0.59% |
$130K - $164K
|
197K
$29M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 4.59% |
$127K - $160K
|
25.8K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.13K+ 13.2% |
$126K - $159K
|
9.68K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 24.43% |
$125K - $158K
|
5.7K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 4.02% |
$125K - $157K
|
28.9K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.11K+ 5.35% |
$124K - $157K
|
21.9K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 46.84% |
$122K - $155K
|
3.44K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 4.7% |
$122K - $154K
|
24.3K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.09K+ 15.5% |
$121K - $153K
|
8.09K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.07K+ 1.32% |
$119K - $151K
|
81.9K
$12.1M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$119K - $151K
|
1.07K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 24.1% |
$118K - $150K
|
5.46K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.05K+ 0.36% |
$117K - $148K
|
289K
$42.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 3.72% |
$116K - $147K
|
29.1K
$4.28M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.03K+ 8.26% |
$115K - $146K
|
13.6K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.03K+ 16.16% |
$115K - $146K
|
7.42K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.03K+ 12.61% |
$115K - $146K
|
9.21K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.02K+ 3.46% |
$113K - $143K
|
30.3K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 8.66% |
$113K - $142K
|
12.7K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.01K+ 8.36% |
$113K - $142K
|
13.1K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 3.42% |
$112K - $141K
|
30.3K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1K+ 53.7% |
$112K - $141K
|
2.87K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1KNew |
$112K - $141K
|
1K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
994+ 2.77% |
$111K - $140K
|
36.9K
$5.44M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
985+ 31.01% |
$110K - $139K
|
4.16K
$613K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
982+ 5.86% |
$110K - $139K
|
17.7K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
978+ 1.54% |
$109K - $138K
|
64.6K
$9.51M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
976+ 2.61% |
$109K - $138K
|
38.4K
$5.65M
|