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 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
25+ 0.79% |
$2.79K - $3.53K
|
3.2K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 1.18% |
$2.79K - $3.53K
|
2.14K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
25+ 0.13% |
$2.79K - $3.53K
|
19.6K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 33.8% |
$2.68K - $3.39K
|
95
$14K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24+ 0.44% |
$2.68K - $3.39K
|
5.54K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23+ 1.04% |
$2.57K - $3.24K
|
2.25K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$2.46K - $3.1K
|
4.51K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20New |
$2.23K - $2.82K
|
20
$2.95K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 0.86% |
$2.12K - $2.68K
|
2.22K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.8% |
$2.12K - $2.68K
|
2.39K
$353K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
18+ 0.67% |
$2.01K - $2.54K
|
2.7K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$2.01K - $2.54K
|
2.71K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
18New |
$2.01K - $2.54K
|
18
$2.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18+ 0.14% |
$2.01K - $2.54K
|
12.6K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 0.31% |
$2.01K - $2.54K
|
5.74K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 0.56% |
$2.01K - $2.54K
|
3.25K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.18% |
$2.01K - $2.54K
|
9.93K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.81% |
$1.9K - $2.4K
|
2.12K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 10.24% |
$1.9K - $2.4K
|
183
$27K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
17New |
$1.9K - $2.4K
|
17
$2.5K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.31% |
$1.9K - $2.4K
|
5.43K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
17+ 0.05% |
$1.9K - $2.4K
|
36K
$5.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
16+ 0.9% |
$1.79K - $2.26K
|
1.79K
$263K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.02% |
$1.79K - $2.26K
|
102K
$15.1M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.42% |
$1.79K - $2.26K
|
3.78K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 2.56% |
$1.68K - $2.12K
|
602
$88.7K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 2.56% |
$1.68K - $2.12K
|
602
$88.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14+ 0.15% |
$1.56K - $1.98K
|
9.45K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14New |
$1.56K - $1.98K
|
14
$2.06K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
14New |
$1.56K - $1.98K
|
14
$2.06K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.11% |
$1.45K - $1.83K
|
11.6K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$1.45K - $1.83K
|
13
$1.91K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$1.34K - $1.69K
|
12
$1.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.37% |
$1.34K - $1.69K
|
3.26K
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
12+ 48.0% |
$1.34K - $1.69K
|
37
$5.45K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 41.38% |
$1.34K - $1.69K
|
41
$6.04K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
12+ 0.63% |
$1.34K - $1.69K
|
1.93K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12+ 0.4% |
$1.34K - $1.69K
|
3K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.03% |
$1.34K - $1.69K
|
38.2K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.24% |
$1.34K - $1.69K
|
5.05K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
12+ 0.65% |
$1.34K - $1.69K
|
1.85K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.21% |
$1.23K - $1.55K
|
5.36K
$789K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
11New |
$1.23K - $1.55K
|
11
$1.62K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.36% |
$1.23K - $1.55K
|
3.05K
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10+ 3.56% |
$1.12K - $1.41K
|
291
$42.9K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.12K - $1.41K
|
1.96K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10+ 0.07% |
$1.12K - $1.41K
|
15.2K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$893 - $1.13K
|
3.86K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 0.04% |
$893 - $1.13K
|
19.7K
$2.9M
|