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 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-175- 8.28% |
$19.5K - $24.7K
|
1.94K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-176- 0.39% |
$19.7K - $24.8K
|
44.6K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-176- 1.81% |
$19.7K - $24.8K
|
9.56K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-177- 0.83% |
$19.8K - $25K
|
21K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-177- 4.72% |
$19.8K - $25K
|
3.58K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-180- 5.95% |
$20.1K - $25.4K
|
2.84K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-187- 6.99% |
$20.9K - $26.4K
|
2.49K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-189- 7.33% |
$21.1K - $26.7K
|
2.39K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-194- 3.64% |
$21.7K - $27.4K
|
5.13K
$756K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-196- 10.23% |
$21.9K - $27.7K
|
1.72K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-196- 3.45% |
$21.9K - $27.7K
|
5.49K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-198- 0.17% |
$22.1K - $27.9K
|
118K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.62% |
$22.3K - $28.2K
|
12.1K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.3% |
$22.3K - $28.2K
|
66.5K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 5.23% |
$22.3K - $28.2K
|
3.62K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-201- 3.2% |
$22.4K - $28.4K
|
6.08K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-204- 18.39% |
$22.8K - $28.8K
|
905
$133K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-206- 10.54% |
$23K - $29.1K
|
1.75K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-209- 7.23% |
$23.3K - $29.5K
|
2.68K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-210- 0.39% |
$23.5K - $29.6K
|
53.2K
$7.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-213- 9.51% |
$23.8K - $30.1K
|
2.03K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-213- 0.14% |
$23.8K - $30.1K
|
156K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-215- 4.47% |
$24K - $30.3K
|
4.6K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-216- 7.75% |
$24.1K - $30.5K
|
2.57K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-220- 1.5% |
$24.6K - $31K
|
14.4K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-221- 2.73% |
$24.7K - $31.2K
|
7.86K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-227- 0.25% |
$25.4K - $32K
|
89.5K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$25.7K - $32.4K
|
27.6K
$4.06M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-230- 8.8% |
$25.7K - $32.4K
|
2.38K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-231- 9.53% |
$25.8K - $32.6K
|
2.19K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-232- 33.24% |
$25.9K - $32.7K
|
466
$68.6K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-237- 0.53% |
$26.5K - $33.4K
|
44.8K
$6.59M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-239- 1.87% |
$26.7K - $33.7K
|
12.5K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-240- 7.93% |
$26.8K - $33.9K
|
2.79K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-242- 2.43% |
$27K - $34.1K
|
9.71K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-243- 12.26% |
$27.1K - $34.3K
|
1.74K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-244- 2.65% |
$27.2K - $34.4K
|
8.97K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-245- 0.94% |
$27.4K - $34.6K
|
25.8K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-246- 4.26% |
$27.5K - $34.7K
|
5.53K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-248- 99.2% |
$27.7K - $35K
|
2
$295
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-250- 6.26% |
$27.9K - $35.3K
|
3.74K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-254- 21.54% |
$28.4K - $35.8K
|
925
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-254- 1.79% |
$28.4K - $35.8K
|
13.9K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-256- 4.37% |
$28.6K - $36.1K
|
5.6K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-259- 3.11% |
$28.9K - $36.5K
|
8.06K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-264- 0.75% |
$29.5K - $37.2K
|
35K
$5.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-268- 3.55% |
$29.9K - $37.8K
|
7.28K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 9.74% |
$30.2K - $38.1K
|
2.5K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-271- 2.47% |
$30.3K - $38.2K
|
10.7K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-272- 13.47% |
$30.4K - $38.4K
|
1.75K
$257K
|