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 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
971+ 7.9% |
$108K - $137K
|
13.3K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
965+ 7.16% |
$108K - $136K
|
14.4K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
963+ 0.28% |
$108K - $136K
|
349K
$51.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
953+ 11.72% |
$106K - $134K
|
9.08K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
939+ 7.89% |
$105K - $132K
|
12.8K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
924+ 14.9% |
$103K - $130K
|
7.12K
$1.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
916+ 1.74% |
$102K - $129K
|
53.6K
$7.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$101K - $127K
|
903
$133K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
897+ 1.13% |
$100K - $127K
|
80.5K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
897+ 3.99% |
$100K - $127K
|
23.4K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
894+ 40.64% |
$99.8K - $126K
|
3.09K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
891+ 13.58% |
$99.5K - $126K
|
7.45K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
878+ 35.55% |
$98.1K - $124K
|
3.35K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
860+ 1.79% |
$96K - $121K
|
48.8K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
855New |
$95.5K - $121K
|
855
$126K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
852+ 2.96% |
$95.2K - $120K
|
29.6K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
847+ 3.44% |
$94.6K - $119K
|
25.5K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
846+ 32.73% |
$94.5K - $119K
|
3.43K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
826+ 12.52% |
$92.2K - $117K
|
7.42K
$1.09M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
825+ 15.91% |
$92.1K - $116K
|
6.01K
$885K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
824+ 450.27% |
$92K - $116K
|
1.01K
$148K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
821+ 34.38% |
$91.7K - $116K
|
3.21K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
814+ 4.26% |
$90.9K - $115K
|
19.9K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 17.86% |
$90.6K - $114K
|
5.35K
$788K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
804+ 7.1% |
$89.8K - $113K
|
12.1K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
803+ 2676.67% |
$89.7K - $113K
|
833
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
800+ 2.37% |
$89.3K - $113K
|
34.6K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 13.56% |
$89.3K - $113K
|
6.7K
$987K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
788+ 4.39% |
$88K - $111K
|
18.7K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
785+ 10.88% |
$87.7K - $111K
|
8K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
783+ 10.79% |
$87.4K - $110K
|
8.04K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
775+ 9.62% |
$86.6K - $109K
|
8.83K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
772+ 41.55% |
$86.2K - $109K
|
2.63K
$387K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
768+ 13.18% |
$85.8K - $108K
|
6.6K
$971K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
760+ 3.99% |
$84.9K - $107K
|
19.8K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
737+ 3.52% |
$82.3K - $104K
|
21.7K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
708+ 4.59% |
$79.1K - $99.9K
|
16.1K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
707+ 25.52% |
$79K - $99.7K
|
3.48K
$512K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
684New |
$76.4K - $96.5K
|
684
$101K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
674+ 11.85% |
$75.3K - $95.1K
|
6.36K
$937K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
673+ 1.94% |
$75.2K - $94.9K
|
35.4K
$5.21M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
672+ 1.41% |
$75K - $94.8K
|
48.5K
$7.14M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
667+ 6.68% |
$74.5K - $94.1K
|
10.6K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
653+ 20.66% |
$72.9K - $92.1K
|
3.81K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
640+ 31.92% |
$71.5K - $90.3K
|
2.65K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
637+ 4.75% |
$71.1K - $89.9K
|
14K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
633+ 0.81% |
$70.7K - $89.3K
|
79.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
633+ 12.02% |
$70.7K - $89.3K
|
5.9K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
628+ 0.6% |
$70.1K - $88.6K
|
106K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
625+ 1.52% |
$69.8K - $88.2K
|
41.7K
$6.14M
|