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 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 5.85% |
$10.8K - $13.7K
|
1.76K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
96+ 3.37% |
$10.7K - $13.5K
|
2.95K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
94+ 3.92% |
$10.5K - $13.3K
|
2.49K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
94+ 2.49% |
$10.5K - $13.3K
|
3.87K
$569K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
94New |
$10.5K - $13.3K
|
94
$13.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$10.4K - $13.1K
|
93
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
90+ 4.24% |
$10.1K - $12.7K
|
2.21K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
88+ 0.48% |
$9.83K - $12.4K
|
18.4K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
88+ 50.0% |
$9.83K - $12.4K
|
264
$38.9K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
87+ 0.93% |
$9.72K - $12.3K
|
9.45K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
86+ 3.4% |
$9.6K - $12.1K
|
2.62K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
85+ 0.35% |
$9.49K - $12K
|
24.6K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 1.03% |
$9.49K - $12K
|
8.34K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
85+ 4.65% |
$9.49K - $12K
|
1.91K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84+ 46.15% |
$9.38K - $11.9K
|
266
$39.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 1.25% |
$9.27K - $11.7K
|
6.75K
$993K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
82+ 1.52% |
$9.16K - $11.6K
|
5.46K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
82+ 4.29% |
$9.16K - $11.6K
|
1.99K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
80+ 5.35% |
$8.93K - $11.3K
|
1.57K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79+ 1.73% |
$8.82K - $11.1K
|
4.64K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
79+ 3.09% |
$8.82K - $11.1K
|
2.64K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
78+ 69.64% |
$8.71K - $11K
|
190
$28K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 17.11% |
$8.71K - $11K
|
534
$78.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
78+ 3.0% |
$8.71K - $11K
|
2.68K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
78+ 3.64% |
$8.71K - $11K
|
2.22K
$327K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
76+ 76.0% |
$8.49K - $10.7K
|
176
$25.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75+ 1.92% |
$8.38K - $10.6K
|
3.97K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75+ 26.69% |
$8.38K - $10.6K
|
356
$52.4K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
75+ 0.04% |
$8.38K - $10.6K
|
203K
$29.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
73+ 0.03% |
$8.15K - $10.3K
|
290K
$42.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 1.1% |
$8.04K - $10.2K
|
6.59K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
72+ 1.02% |
$8.04K - $10.2K
|
7.13K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
72+ 1.2% |
$8.04K - $10.2K
|
6.09K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
71+ 2.23% |
$7.93K - $10K
|
3.25K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
70+ 0.55% |
$7.82K - $9.88K
|
12.7K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
70New |
$7.82K - $9.88K
|
70
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
69+ 0.62% |
$7.71K - $9.73K
|
11.3K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68+ 28.45% |
$7.59K - $9.59K
|
307
$45.2K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
68+ 6800.0% |
$7.59K - $9.59K
|
69
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
67New |
$7.48K - $9.45K
|
67
$9.87K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67+ 2.85% |
$7.48K - $9.45K
|
2.41K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66+ 0.62% |
$7.37K - $9.31K
|
10.7K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 3.26% |
$7.37K - $9.31K
|
2.09K
$308K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 3.61% |
$7.26K - $9.17K
|
1.87K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
64+ 1.34% |
$7.15K - $9.03K
|
4.85K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 1.26% |
$7.15K - $9.03K
|
5.16K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63+ 0.6% |
$7.04K - $8.89K
|
10.6K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
63+ 1.92% |
$7.04K - $8.89K
|
3.35K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
63+ 1.0% |
$7.04K - $8.89K
|
6.39K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$8.84K
|