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 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
331+ 106.77% |
$37K - $46.7K
|
641
$94.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 0.54% |
$36.6K - $46.3K
|
61.2K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
325+ 0.97% |
$36.3K - $45.9K
|
33.7K
$4.96M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
324+ 0.48% |
$36.2K - $45.7K
|
67.9K
$10M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
322+ 18.27% |
$36K - $45.4K
|
2.08K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
319+ 2.44% |
$35.6K - $45K
|
13.4K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
314+ 1.9% |
$35.1K - $44.3K
|
16.8K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
314+ 63.95% |
$35.1K - $44.3K
|
805
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
311+ 14.44% |
$34.7K - $43.9K
|
2.47K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
310+ 0.96% |
$34.6K - $43.7K
|
32.5K
$4.78M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
306+ 1.9% |
$34.2K - $43.2K
|
16.4K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
306+ 14.13% |
$34.2K - $43.2K
|
2.47K
$364K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
303+ 8.08% |
$33.8K - $42.7K
|
4.05K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
302+ 73.84% |
$33.7K - $42.6K
|
711
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
300+ 1.6% |
$33.5K - $42.3K
|
19.1K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
298+ 0.66% |
$33.3K - $42K
|
45.4K
$6.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
297+ 7.81% |
$33.2K - $41.9K
|
4.1K
$604K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
295+ 8.08% |
$32.9K - $41.6K
|
3.94K
$581K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
290+ 8.54% |
$32.4K - $40.9K
|
3.69K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
287+ 0.76% |
$32.1K - $40.5K
|
37.8K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
286+ 8.16% |
$31.9K - $40.3K
|
3.79K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
285+ 1.73% |
$31.8K - $40.2K
|
16.7K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
284+ 14.37% |
$31.7K - $40.1K
|
2.26K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
282+ 10.13% |
$31.5K - $39.8K
|
3.07K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
280+ 2.18% |
$31.3K - $39.5K
|
13.1K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
279+ 14.67% |
$31.2K - $39.4K
|
2.18K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
274+ 2.64% |
$30.6K - $38.7K
|
10.6K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
272+ 8.99% |
$30.4K - $38.4K
|
3.3K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 7.48% |
$30.4K - $38.4K
|
3.91K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
261+ 5.74% |
$29.1K - $36.8K
|
4.81K
$708K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 3.58% |
$28.9K - $36.5K
|
7.5K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
258+ 4.41% |
$28.8K - $36.4K
|
6.1K
$899K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
256+ 1.14% |
$28.6K - $36.1K
|
22.7K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
255+ 6.79% |
$28.5K - $36K
|
4.01K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
254+ 6.65% |
$28.4K - $35.8K
|
4.07K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
254New |
$28.4K - $35.8K
|
254
$37.4K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
253+ 11.98% |
$28.3K - $35.7K
|
2.36K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
250+ 1.71% |
$27.9K - $35.3K
|
14.8K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250+ 3.4% |
$27.9K - $35.3K
|
7.61K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
248+ 1.82% |
$27.7K - $35K
|
13.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
248+ 6.76% |
$27.7K - $35K
|
3.92K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
246+ 9.74% |
$27.5K - $34.7K
|
2.77K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
243+ 8.22% |
$27.1K - $34.3K
|
3.2K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
243+ 84.08% |
$27.1K - $34.3K
|
532
$78.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
242+ 14.22% |
$27K - $34.1K
|
1.94K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
239+ 185.27% |
$26.7K - $33.7K
|
368
$54.2K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
238+ 8.32% |
$26.6K - $33.6K
|
3.1K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
237+ 7.78% |
$26.5K - $33.4K
|
3.29K
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
232New |
$25.9K - $32.7K
|
232
$34.2K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
232+ 5.53% |
$25.9K - $32.7K
|
4.43K
$652K
|