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 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22- 0.87% |
$2.46K - $3.1K
|
2.52K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$36.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-22- 0.99% |
$2.46K - $3.1K
|
2.19K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-23- 1.32% |
$2.57K - $3.24K
|
1.72K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-24- 0.35% |
$2.68K - $3.39K
|
6.74K
$992K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$41.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-25- 0.49% |
$2.79K - $3.53K
|
5.12K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.14% |
$2.79K - $3.53K
|
18.1K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-25- 1.0% |
$2.79K - $3.53K
|
2.49K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-26- 0.15% |
$2.9K - $3.67K
|
17.1K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-27- 1.5% |
$3.02K - $3.81K
|
1.77K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-28- 0.4% |
$3.13K - $3.95K
|
7.06K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 0.52% |
$3.13K - $3.95K
|
5.4K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-28- 1.14% |
$3.13K - $3.95K
|
2.43K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-29- 0.7% |
$3.24K - $4.09K
|
4.12K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-29- 7.14% |
$3.24K - $4.09K
|
377
$55.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-29- 0.16% |
$3.24K - $4.09K
|
17.6K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-30- 0.08% |
$3.35K - $4.23K
|
39.4K
$5.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 1.34% |
$3.46K - $4.37K
|
2.29K
$337K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-31- 0.39% |
$3.46K - $4.37K
|
7.94K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 17.62% |
$3.8K - $4.8K
|
159
$23.4K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-34- 0.82% |
$3.8K - $4.8K
|
4.13K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34- 0.31% |
$3.8K - $4.8K
|
11K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 1.12% |
$4.13K - $5.22K
|
3.27K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.13% |
$4.24K - $5.36K
|
3.32K
$489K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 1.57% |
$4.36K - $5.5K
|
2.45K
$360K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-39- 1.6% |
$4.36K - $5.5K
|
2.41K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-40- 0.04% |
$4.47K - $5.64K
|
106K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-41- 0.88% |
$4.58K - $5.78K
|
4.61K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-43- 0.57% |
$4.8K - $6.07K
|
7.56K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-43- 4.79% |
$4.8K - $6.07K
|
855
$126K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-43- 0.79% |
$4.8K - $6.07K
|
5.42K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-43- 0.82% |
$4.8K - $6.07K
|
5.2K
$765K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 2.0% |
$4.91K - $6.21K
|
2.16K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-45- 0.12% |
$5.03K - $6.35K
|
38K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-46- 0.02% |
$5.14K - $6.49K
|
202K
$29.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-47- 0.08% |
$5.25K - $6.63K
|
61.9K
$9.12M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 1.57% |
$5.25K - $6.63K
|
2.95K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-47- 0.98% |
$5.25K - $6.63K
|
4.75K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 0.44% |
$5.36K - $6.77K
|
10.9K
$1.61M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 0.9% |
$5.36K - $6.77K
|
5.27K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49- 28.16% |
$5.47K - $6.91K
|
125
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 1.63% |
$5.58K - $7.05K
|
3.02K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-51- 2.86% |
$5.7K - $7.2K
|
1.73K
$255K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-51- 13.86% |
$5.7K - $7.2K
|
317
$46.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-52- 1.81% |
$5.81K - $7.34K
|
2.83K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-53- 0.95% |
$5.92K - $7.48K
|
5.53K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-53- 1.64% |
$5.92K - $7.48K
|
3.18K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-53- 1.24% |
$5.92K - $7.48K
|
4.22K
$622K
|