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 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-275- 5.53% |
$30.7K - $38.8K
|
4.7K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-277- 1.98% |
$30.9K - $39.1K
|
13.7K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-278- 1.08% |
$31K - $39.2K
|
25.4K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-280- 7.84% |
$31.3K - $39.5K
|
3.29K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-281- 7.84% |
$31.4K - $39.6K
|
3.3K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-281- 1.23% |
$31.4K - $39.6K
|
22.5K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-282- 3.29% |
$31.5K - $39.8K
|
8.28K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-283- 1.74% |
$31.6K - $39.9K
|
15.9K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-285- 8.77% |
$31.8K - $40.2K
|
2.96K
$436K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-287- 11.01% |
$32.1K - $40.5K
|
2.32K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-287- 5.29% |
$32.1K - $40.5K
|
5.14K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-290- 4.38% |
$32.4K - $40.9K
|
6.33K
$933K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-291- 7.04% |
$32.5K - $41.1K
|
3.84K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-292- 8.11% |
$32.6K - $41.2K
|
3.31K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-296- 3.89% |
$33.1K - $41.8K
|
7.32K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-298- 0.94% |
$33.3K - $42K
|
31.2K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-298- 34.57% |
$33.3K - $42K
|
564
$83.1K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-301- 13.1% |
$33.6K - $42.5K
|
2K
$294K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$60.1K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-313- 2.09% |
$35K - $44.2K
|
14.7K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-318- 0.98% |
$35.5K - $44.9K
|
32.1K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-318- 0.36% |
$35.5K - $44.9K
|
89.2K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-319- 1.42% |
$35.6K - $45K
|
22.1K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-321- 1.89% |
$35.8K - $45.3K
|
16.7K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-331- 13.22% |
$37K - $46.7K
|
2.17K
$320K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-332- 12.87% |
$37.1K - $46.8K
|
2.25K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-337- 0.57% |
$37.6K - $47.5K
|
58.5K
$8.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-343- 3.63% |
$38.3K - $48.4K
|
9.1K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-344- 2.03% |
$38.4K - $48.5K
|
16.6K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-344- 1.82% |
$38.4K - $48.5K
|
18.5K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-349- 4.2% |
$39K - $49.2K
|
7.96K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-352- 5.54% |
$39.3K - $49.7K
|
6.01K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 4.47% |
$39.9K - $50.4K
|
7.62K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-358- 14.03% |
$40K - $50.5K
|
2.19K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-363- 9.03% |
$40.5K - $51.2K
|
3.66K
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 2.34% |
$40.5K - $51.2K
|
15.1K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-371- 0.53% |
$41.4K - $52.3K
|
69.3K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-371- 0.19% |
$41.4K - $52.3K
|
198K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-372- 14.41% |
$41.5K - $52.5K
|
2.21K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-373- 9.1% |
$41.7K - $52.6K
|
3.73K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-374- 4.36% |
$41.8K - $52.8K
|
8.2K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-380- 7.59% |
$42.4K - $53.6K
|
4.63K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-386- 5.01% |
$43.1K - $54.5K
|
7.32K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-389- 7.42% |
$43.4K - $54.9K
|
4.85K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-390- 13.66% |
$43.6K - $55K
|
2.47K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-396- 3.3% |
$44.2K - $55.9K
|
11.6K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-400- 1.09% |
$44.7K - $56.4K
|
36.3K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400- 80.65% |
$44.7K - $56.4K
|
96
$14.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-401- 15.22% |
$44.8K - $56.6K
|
2.23K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-409- 10.75% |
$45.7K - $57.7K
|
3.4K
$500K
|