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 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
60New |
$6.7K - $8.46K
|
60
$8.84K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
56+ 7.75% |
$6.25K - $7.9K
|
779
$115K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
56New |
$6.25K - $7.9K
|
56
$8.25K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
54+ 1.55% |
$6.03K - $7.62K
|
3.53K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 4.87% |
$6.03K - $7.62K
|
1.16K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
54+ 257.14% |
$6.03K - $7.62K
|
75
$11K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
53+ 2.76% |
$5.92K - $7.48K
|
1.97K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
53New |
$5.92K - $7.48K
|
53
$7.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 2.85% |
$5.58K - $7.05K
|
1.81K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
49+ 0.56% |
$5.47K - $6.91K
|
8.87K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.52% |
$5.36K - $6.77K
|
1.95K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 1.3% |
$5.36K - $6.77K
|
3.74K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
47+ 0.29% |
$5.25K - $6.63K
|
16K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
46+ 5.29% |
$5.14K - $6.49K
|
915
$135K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
46+ 0.81% |
$5.14K - $6.49K
|
5.75K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
46+ 0.84% |
$5.14K - $6.49K
|
5.51K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 4.68% |
$5.03K - $6.35K
|
1.01K
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 4.01% |
$4.8K - $6.07K
|
1.12K
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
42+ 1.99% |
$4.69K - $5.93K
|
2.16K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
42+ 31.58% |
$4.69K - $5.93K
|
175
$25.8K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
41+ 8.09% |
$4.58K - $5.78K
|
548
$80.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 3.01% |
$4.36K - $5.5K
|
1.33K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
39New |
$4.36K - $5.5K
|
39
$5.74K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37+ 31.36% |
$4.13K - $5.22K
|
155
$22.8K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
37+ 1.49% |
$4.13K - $5.22K
|
2.52K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37New |
$4.13K - $5.22K
|
37
$5.45K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.3K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
36+ 0.16% |
$4.02K - $5.08K
|
22.8K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36New |
$4.02K - $5.08K
|
36
$5.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
35+ 1.21% |
$3.91K - $4.94K
|
2.93K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 53.85% |
$3.91K - $4.94K
|
100
$14.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
34+ 103.03% |
$3.8K - $4.8K
|
67
$9.87K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.35% |
$3.69K - $4.66K
|
9.58K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 12.5% |
$3.69K - $4.66K
|
297
$43.7K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
32+ 1.72% |
$3.57K - $4.51K
|
1.9K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.67% |
$3.46K - $4.37K
|
4.63K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 2.0% |
$3.35K - $4.23K
|
1.53K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.3% |
$3.35K - $4.23K
|
2.34K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
30+ 0.37% |
$3.35K - $4.23K
|
8.05K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.98% |
$3.35K - $4.23K
|
3.09K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
29+ 0.38% |
$3.24K - $4.09K
|
7.76K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$3.24K - $4.09K
|
4.49K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$4.12K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
28+ 0.93% |
$3.13K - $3.95K
|
3.05K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28New |
$3.13K - $3.95K
|
28
$4.12K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
27+ 0.81% |
$3.02K - $3.81K
|
3.35K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27New |
$3.02K - $3.81K
|
27
$3.98K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.9K - $3.67K
|
13.9K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
26+ 1.19% |
$2.9K - $3.67K
|
2.22K
$326K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
25+ 0.28% |
$2.79K - $3.53K
|
9.02K
$1.33M
|