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 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-600- 21.63% |
$67K - $84.6K
|
2.17K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-600- 19.35% |
$67K - $84.6K
|
2.5K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-626- 2.03% |
$69.9K - $88.3K
|
30.2K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-630- 2.72% |
$70.4K - $88.9K
|
22.5K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-649- 9.3% |
$72.5K - $91.6K
|
6.33K
$932K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-652- 27.27% |
$72.8K - $92K
|
1.74K
$256K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-656- 5.15% |
$73.3K - $92.5K
|
12.1K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-657- 11.4% |
$73.4K - $92.7K
|
5.11K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$8.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-685- 1.85% |
$76.5K - $96.6K
|
36.3K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-686- 67.32% |
$76.6K - $96.8K
|
333
$49K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-687- 2.58% |
$76.7K - $96.9K
|
25.9K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-724- 9.2% |
$80.9K - $102K
|
7.15K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-730- 3.51% |
$81.5K - $103K
|
20.1K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-736- 8.2% |
$82.2K - $104K
|
8.24K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-742- 10.25% |
$82.9K - $105K
|
6.5K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-749- 0.53% |
$83.6K - $106K
|
140K
$20.6M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-755- 4.67% |
$84.3K - $107K
|
15.4K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-762- 3.01% |
$85.1K - $108K
|
24.6K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-767- 11.01% |
$85.7K - $108K
|
6.2K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-776- 4.48% |
$86.7K - $109K
|
16.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-776- 3.0% |
$86.7K - $109K
|
25.1K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-778- 1.12% |
$86.9K - $110K
|
68.5K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-783- 9.36% |
$87.4K - $110K
|
7.58K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-786- 22.65% |
$87.8K - $111K
|
2.68K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-800- 8.17% |
$89.3K - $113K
|
8.99K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-816- 8.26% |
$91.1K - $115K
|
9.06K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-821- 24.13% |
$91.7K - $116K
|
2.58K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-829- 10.11% |
$92.6K - $117K
|
7.37K
$1.09M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-836- 13.6% |
$93.4K - $118K
|
5.31K
$783K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-837- 1.64% |
$93.5K - $118K
|
50.3K
$7.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-842- 12.72% |
$94K - $119K
|
5.78K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-858- 1.98% |
$95.8K - $121K
|
42.4K
$6.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-865- 22.76% |
$96.6K - $122K
|
2.94K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-874- 0.5% |
$97.6K - $123K
|
176K
$25.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-875- 11.87% |
$97.7K - $123K
|
6.5K
$957K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-880- 11.04% |
$98.3K - $124K
|
7.09K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-900- 4.0% |
$101K - $127K
|
21.6K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-904- 6.58% |
$101K - $128K
|
12.8K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-921- 2.55% |
$103K - $130K
|
35.3K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-924- 1.46% |
$103K - $130K
|
62.5K
$9.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-943- 10.83% |
$105K - $133K
|
7.76K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-946- 5.2% |
$106K - $133K
|
17.2K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-947- 6.65% |
$106K - $134K
|
13.3K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-965- 9.94% |
$108K - $136K
|
8.74K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-965- 11.03% |
$108K - $136K
|
7.79K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-966- 74.59% |
$108K - $136K
|
329
$48.5K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-976- 6.38% |
$109K - $138K
|
14.3K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-987- 4.4% |
$110K - $139K
|
21.5K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-989- 14.23% |
$110K - $140K
|
5.96K
$878K
|