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 |
|---|---|---|---|---|---|---|---|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
154+ 18.01% |
$17.2K - $21.7K
|
1.01K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
153+ 5.94% |
$17.1K - $21.6K
|
2.73K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
153+ 0.04% |
$17.1K - $21.6K
|
387K
$57M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
152+ 8.83% |
$17K - $21.4K
|
1.87K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
152+ 5.05% |
$17K - $21.4K
|
3.16K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
151+ 0.62% |
$16.9K - $21.3K
|
24.6K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
150+ 9.36% |
$16.8K - $21.2K
|
1.75K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
146+ 1.67% |
$16.3K - $20.6K
|
8.91K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
146+ 2.71% |
$16.3K - $20.6K
|
5.53K
$815K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
145+ 4.96% |
$16.2K - $20.5K
|
3.07K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
144+ 8.53% |
$16.1K - $20.3K
|
1.83K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
143+ 7.63% |
$16K - $20.2K
|
2.02K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 2.06% |
$15.5K - $19.6K
|
6.87K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
139+ 6.09% |
$15.5K - $19.6K
|
2.42K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
138+ 2.08% |
$15.4K - $19.5K
|
6.77K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
137+ 3.26% |
$15.3K - $19.3K
|
4.34K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
136+ 0.91% |
$15.2K - $19.2K
|
15.2K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 6.71% |
$14.6K - $18.5K
|
2.08K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
131+ 1.49% |
$14.6K - $18.5K
|
8.93K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
130+ 0.85% |
$14.5K - $18.3K
|
15.5K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
128+ 3.99% |
$14.3K - $18.1K
|
3.34K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
128+ 73.56% |
$14.3K - $18.1K
|
302
$44.5K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 20.48% |
$14.3K - $18.1K
|
753
$111K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
128+ 1.88% |
$14.3K - $18.1K
|
6.94K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
125+ 7.1% |
$14K - $17.6K
|
1.89K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 9.98% |
$13.5K - $17.1K
|
1.33K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 2.82% |
$13.5K - $17.1K
|
4.41K
$649K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
120+ 0.55% |
$13.4K - $16.9K
|
21.8K
$3.2M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.26% |
$12.8K - $16.2K
|
3.64K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
115+ 0.93% |
$12.8K - $16.2K
|
12.5K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 0.79% |
$12.8K - $16.2K
|
14.6K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
114+ 2.22% |
$12.7K - $16.1K
|
5.26K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
112+ 0.5% |
$12.5K - $15.8K
|
22.7K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
112New |
$12.5K - $15.8K
|
112
$16.5K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
111New |
$12.4K - $15.7K
|
111
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
110+ 1.79% |
$12.3K - $15.5K
|
6.27K
$924K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
107+ 2.76% |
$11.9K - $15.1K
|
3.99K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
106+ 6.02% |
$11.8K - $15K
|
1.87K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
106+ 2.58% |
$11.8K - $15K
|
4.21K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
105+ 0.66% |
$11.7K - $14.8K
|
16.1K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
103+ 0.13% |
$11.5K - $14.5K
|
80.1K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
101+ 5.57% |
$11.3K - $14.2K
|
1.91K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.79% |
$11.2K - $14.1K
|
5.68K
$836K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$11.2K - $14.1K
|
100
$14.7K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100+ 2.26% |
$11.2K - $14.1K
|
4.52K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
100+ 0.25% |
$11.2K - $14.1K
|
40.2K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
100+ 5.13% |
$11.2K - $14.1K
|
2.05K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 0.65% |
$11.2K - $14.1K
|
15.4K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
99+ 21.29% |
$11.1K - $14K
|
564
$83.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
98+ 0.93% |
$10.9K - $13.8K
|
10.6K
$1.57M
|