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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
231+ 0.71% |
$25.8K - $32.6K
|
32.8K
$4.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
231+ 9.4% |
$25.8K - $32.6K
|
2.69K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
228+ 5.66% |
$25.5K - $32.2K
|
4.26K
$627K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
226+ 10.9% |
$25.2K - $31.9K
|
2.3K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 13.34% |
$24.6K - $31K
|
1.87K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
219+ 6.45% |
$24.5K - $30.9K
|
3.62K
$533K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 12.37% |
$24.5K - $30.9K
|
1.99K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
218+ 0.1% |
$24.3K - $30.8K
|
214K
$31.6M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
218+ 3.07% |
$24.3K - $30.8K
|
7.32K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
214+ 39.12% |
$23.9K - $30.2K
|
761
$112K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
213+ 11.01% |
$23.8K - $30.1K
|
2.15K
$316K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
211New |
$23.6K - $29.8K
|
211
$31.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 5.27% |
$23.3K - $29.5K
|
4.17K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
208+ 40.78% |
$23.2K - $29.3K
|
718
$106K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
208+ 5.89% |
$23.2K - $29.3K
|
3.74K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
206New |
$23K - $29.1K
|
206
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
205+ 8.02% |
$22.9K - $28.9K
|
2.76K
$407K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 4.76% |
$22.8K - $28.8K
|
4.49K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
203+ 3.06% |
$22.7K - $28.6K
|
6.83K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
203New |
$22.7K - $28.6K
|
203
$29.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
202New |
$22.6K - $28.5K
|
202
$29.8K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 4.46% |
$22.6K - $28.5K
|
4.73K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201+ 14.4% |
$22.4K - $28.4K
|
1.6K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.36% |
$22.3K - $28.2K
|
14.9K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
200+ 2.04% |
$22.3K - $28.2K
|
9.99K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
200+ 5.78% |
$22.3K - $28.2K
|
3.66K
$539K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
200+ 16.46% |
$22.3K - $28.2K
|
1.42K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
197+ 6.56% |
$22K - $27.8K
|
3.2K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
197+ 5.02% |
$22K - $27.8K
|
4.12K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
196+ 0.8% |
$21.9K - $27.7K
|
24.7K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
196+ 11.27% |
$21.9K - $27.7K
|
1.94K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
195+ 22.01% |
$21.8K - $27.5K
|
1.08K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
194+ 1.34% |
$21.7K - $27.4K
|
14.7K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
194+ 1.42% |
$21.7K - $27.4K
|
13.9K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
192+ 5.63% |
$21.4K - $27.1K
|
3.61K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
185+ 9.9% |
$20.7K - $26.1K
|
2.05K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179+ 22.74% |
$20K - $25.3K
|
966
$142K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
174+ 7.95% |
$19.4K - $24.5K
|
2.36K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 3.37% |
$19K - $24K
|
5.22K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
169+ 4.32% |
$18.9K - $23.8K
|
4.08K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
169+ 2.34% |
$18.9K - $23.8K
|
7.39K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
168+ 2.85% |
$18.8K - $23.7K
|
6.06K
$893K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168+ 3.9% |
$18.8K - $23.7K
|
4.48K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
163+ 8.42% |
$18.2K - $23K
|
2.1K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
162+ 5.56% |
$18.1K - $22.9K
|
3.08K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
160+ 5.42% |
$17.9K - $22.6K
|
3.11K
$459K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
159+ 5.18% |
$17.8K - $22.4K
|
3.23K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
156+ 0.93% |
$17.4K - $22K
|
16.9K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
156+ 4.16% |
$17.4K - $22K
|
3.91K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
154+ 5.73% |
$17.2K - $21.7K
|
2.84K
$419K
|