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 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-409- 1.16% |
$45.7K - $57.7K
|
34.8K
$5.12M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-410- 5.04% |
$45.8K - $57.8K
|
7.72K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-413- 0.26% |
$46.1K - $58.3K
|
157K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 7.21% |
$46.3K - $58.5K
|
5.34K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-416- 2.03% |
$46.5K - $58.7K
|
20.1K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-426- 2.36% |
$47.6K - $60.1K
|
17.6K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-427- 16.47% |
$47.7K - $60.2K
|
2.17K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-433- 5.58% |
$48.4K - $61.1K
|
7.33K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-435- 6.89% |
$48.6K - $61.4K
|
5.88K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 0.81% |
$48.6K - $61.4K
|
53.3K
$7.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-436- 16.14% |
$48.7K - $61.5K
|
2.27K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-442- 19.08% |
$49.4K - $62.4K
|
1.88K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-446- 14.8% |
$49.8K - $62.9K
|
2.57K
$378K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-448- 3.71% |
$50K - $63.2K
|
11.6K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-455- 8.42% |
$50.8K - $64.2K
|
4.95K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-459- 7.55% |
$51.3K - $64.8K
|
5.62K
$828K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-467- 0.63% |
$52.2K - $65.9K
|
74K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-472- 1.55% |
$52.7K - $66.6K
|
29.9K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-476- 1.84% |
$53.2K - $67.2K
|
25.3K
$3.73M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-482- 0.52% |
$53.8K - $68K
|
93K
$13.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-488- 10.7% |
$54.5K - $68.8K
|
4.07K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-488- 0.27% |
$54.5K - $68.8K
|
179K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-488- 7.45% |
$54.5K - $68.8K
|
6.06K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-495- 8.54% |
$55.3K - $69.8K
|
5.3K
$781K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-500- 8.81% |
$55.8K - $70.5K
|
5.18K
$762K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 3.67% |
$55.8K - $70.5K
|
13.1K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$55.8K - $70.5K
|
800
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 4.62% |
$55.8K - $70.5K
|
10.3K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-500- 6.68% |
$55.8K - $70.5K
|
6.98K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-500- 5.21% |
$55.8K - $70.5K
|
9.09K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-500- 6.84% |
$55.8K - $70.5K
|
6.81K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-505- 0.16% |
$56.4K - $71.2K
|
311K
$45.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-506- 6.06% |
$56.5K - $71.4K
|
7.85K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-508- 3.35% |
$56.7K - $71.7K
|
14.7K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-510- 12.15% |
$57K - $72K
|
3.69K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-511- 22.89% |
$57.1K - $72.1K
|
1.72K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-515- 16.01% |
$57.5K - $72.7K
|
2.7K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-525- 0.9% |
$58.6K - $74.1K
|
58.1K
$8.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-526- 4.41% |
$58.7K - $74.2K
|
11.4K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-534- 1.79% |
$59.6K - $75.3K
|
29.3K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-544- 8.18% |
$60.8K - $76.7K
|
6.1K
$899K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-545- 5.41% |
$60.9K - $76.9K
|
9.53K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-555- 3.64% |
$62K - $78.3K
|
14.7K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-558- 0.8% |
$62.3K - $78.7K
|
69K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-562- 1.0% |
$62.8K - $79.3K
|
55.5K
$8.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-571- 9.01% |
$63.8K - $80.6K
|
5.77K
$850K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-590- 5.93% |
$65.9K - $83.2K
|
9.36K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-591- 7.55% |
$66K - $83.4K
|
7.24K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-596- 0.91% |
$66.6K - $84.1K
|
64.7K
$9.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-599- 18.26% |
$66.9K - $84.5K
|
2.68K
$395K
|