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 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-55- 0.16% |
$6.14K - $7.76K
|
35K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-55- 1.31% |
$6.14K - $7.76K
|
4.14K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-56- 24.56% |
$6.25K - $7.9K
|
172
$25.3K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-57- 1.46% |
$6.37K - $8.04K
|
3.86K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-58- 0.08% |
$6.48K - $8.18K
|
76.2K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-58- 1.09% |
$6.48K - $8.18K
|
5.25K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59- 2.65% |
$6.59K - $8.32K
|
2.17K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.83% |
$6.7K - $8.46K
|
7.18K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-61- 0.45% |
$6.81K - $8.61K
|
13.6K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-61- 1.29% |
$6.81K - $8.61K
|
4.67K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-62- 1.76% |
$6.92K - $8.75K
|
3.46K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.92% |
$7.15K - $9.03K
|
6.88K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-64- 0.58% |
$7.15K - $9.03K
|
11K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-65- 3.22% |
$7.26K - $9.17K
|
1.95K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 60.71% |
$7.59K - $9.59K
|
44
$6.48K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 2.99% |
$7.59K - $9.59K
|
2.2K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-69- 0.21% |
$7.71K - $9.73K
|
33.1K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-69- 6.61% |
$7.71K - $9.73K
|
975
$144K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-69- 2.56% |
$7.71K - $9.73K
|
2.63K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 3.84% |
$7.82K - $9.88K
|
1.76K
$258K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 0.4% |
$7.82K - $9.88K
|
17.5K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-70- 0.83% |
$7.82K - $9.88K
|
8.39K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-70- 2.42% |
$7.82K - $9.88K
|
2.83K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-71- 37.97% |
$7.93K - $10K
|
116
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-71- 2.77% |
$7.93K - $10K
|
2.49K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-74- 1.53% |
$8.26K - $10.4K
|
4.78K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-75- 1.71% |
$8.38K - $10.6K
|
4.3K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-76- 3.24% |
$8.49K - $10.7K
|
2.27K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77- 4.14% |
$8.6K - $10.9K
|
1.78K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-77- 15.1% |
$8.6K - $10.9K
|
433
$63.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-79- 2.47% |
$8.82K - $11.1K
|
3.13K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-80- 14.95% |
$8.93K - $11.3K
|
455
$67K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81- 2.53% |
$9.05K - $11.4K
|
3.12K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-81- 1.9% |
$9.05K - $11.4K
|
4.19K
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-83- 0.45% |
$9.27K - $11.7K
|
18.6K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-83- 3.1% |
$9.27K - $11.7K
|
2.6K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-83- 2.59% |
$9.27K - $11.7K
|
3.12K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-84- 4.67% |
$9.38K - $11.9K
|
1.72K
$253K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$812K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-91- 0.4% |
$10.2K - $12.8K
|
22.5K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-92- 1.35% |
$10.3K - $13K
|
6.73K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-93- 3.71% |
$10.4K - $13.1K
|
2.41K
$355K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-94- 4.12% |
$10.5K - $13.3K
|
2.19K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-95- 14.16% |
$10.6K - $13.4K
|
576
$84.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-98- 3.15% |
$10.9K - $13.8K
|
3.02K
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-100- 0.69% |
$11.2K - $14.1K
|
14.4K
$2.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.83% |
$11.2K - $14.1K
|
1.97K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-100- 2.95% |
$11.2K - $14.1K
|
3.29K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 66.23% |
$11.2K - $14.1K
|
51
$7.51K
|