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
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
620+ 36.15% |
$69.2K - $87.5K
|
2.34K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
619+ 1.78% |
$69.1K - $87.3K
|
35.5K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
613+ 1.49% |
$68.5K - $86.5K
|
41.9K
$6.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
612+ 5.09% |
$68.3K - $86.3K
|
12.6K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
612+ 24.19% |
$68.3K - $86.3K
|
3.14K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
609+ 13.54% |
$68K - $85.9K
|
5.11K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
602+ 0.55% |
$67.2K - $84.9K
|
111K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
600+ 7.01% |
$67K - $84.6K
|
9.16K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
600+ 4.69% |
$67K - $84.6K
|
13.4K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600+ 0.68% |
$67K - $84.6K
|
88.5K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
595+ 9.13% |
$66.4K - $83.9K
|
7.11K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
591+ 10.18% |
$66K - $83.4K
|
6.39K
$942K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
591+ 30.25% |
$66K - $83.4K
|
2.55K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
582+ 23.22% |
$65K - $82.1K
|
3.09K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 14.8% |
$65K - $82.1K
|
4.52K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
581+ 7.29% |
$64.9K - $82K
|
8.56K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
574New |
$64.1K - $81K
|
574
$84.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
571+ 3.51% |
$63.8K - $80.6K
|
16.8K
$2.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
564+ 11.81% |
$63K - $79.6K
|
5.34K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
562+ 1.27% |
$62.8K - $79.3K
|
44.8K
$6.61M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
558+ 0.83% |
$62.3K - $78.7K
|
67.7K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
540New |
$60.3K - $76.2K
|
540
$79.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
538+ 3.39% |
$60.1K - $75.9K
|
16.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
535+ 9.85% |
$59.7K - $75.5K
|
5.96K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
531+ 2.13% |
$59.3K - $74.9K
|
25.5K
$3.75M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
529+ 17.94% |
$59.1K - $74.6K
|
3.48K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
528+ 4.23% |
$59K - $74.5K
|
13K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
524+ 11.8% |
$58.5K - $73.9K
|
4.97K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
515+ 4.76% |
$57.5K - $72.7K
|
11.3K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
513+ 5.85% |
$57.3K - $72.4K
|
9.28K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
512+ 11.99% |
$57.2K - $72.2K
|
4.78K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
511+ 25.63% |
$57.1K - $72.1K
|
2.51K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
510+ 11.05% |
$57K - $72K
|
5.12K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
507+ 6.69% |
$56.6K - $71.5K
|
8.09K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
500+ 14.83% |
$55.8K - $70.5K
|
3.87K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
498+ 1.7% |
$55.6K - $70.3K
|
29.8K
$4.38M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
494+ 3.25% |
$55.2K - $69.7K
|
15.7K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
489New |
$54.6K - $69K
|
489
$72K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
488+ 2.36% |
$54.5K - $68.8K
|
21.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
488+ 51.1% |
$54.5K - $68.8K
|
1.44K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
484+ 7.86% |
$54.1K - $68.3K
|
6.64K
$979K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
483+ 15.38% |
$53.9K - $68.1K
|
3.62K
$534K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
477+ 11.41% |
$53.3K - $67.3K
|
4.66K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
475+ 1.5% |
$53K - $67K
|
32.1K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
475+ 3.87% |
$53K - $67K
|
12.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
475New |
$53K - $67K
|
475
$70K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
468+ 1.5% |
$52.3K - $66K
|
31.7K
$4.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
468+ 0.97% |
$52.3K - $66K
|
48.5K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
464+ 6.51% |
$51.8K - $65.5K
|
7.59K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
460+ 3.98% |
$51.4K - $64.9K
|
12K
$1.77M
|