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 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
64.5K+ 11.11% |
$7.21M - $9.1M
|
645K
$95.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
63.3K+ 511.03% |
$7.07M - $8.94M
|
75.7K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.2K+ 8.37% |
$7.05M - $8.91M
|
818K
$120M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
63.1K+ 10.5% |
$7.05M - $8.91M
|
664K
$97.9M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
63K+ 26.38% |
$7.04M - $8.89M
|
302K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
61.3K+ 22.56% |
$6.84M - $8.65M
|
333K
$49M
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
60.9KNew |
$6.8M - $8.59M
|
60.9K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
60.4KNew |
$6.75M - $8.52M
|
60.4K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
60.1K+ 154.12% |
$6.72M - $8.48M
|
99.2K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
59.4K+ 29.64% |
$6.63M - $8.37M
|
260K
$38.2M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
56.1K+ 567.53% |
$6.26M - $7.91M
|
65.9K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
55.4KNew |
$6.19M - $7.82M
|
55.4K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
52.9K+ 0.66% |
$5.91M - $7.47M
|
8.04M
$1.18B
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
52.8K+ 8.09% |
$5.89M - $7.45M
|
705K
$104M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
51.1KNew |
$5.7M - $7.2M
|
51.1K
$7.52M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.4K+ 2.68% |
$5.62M - $7.11M
|
1.93M
$284M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
49K+ 507.32% |
$5.47M - $6.92M
|
58.7K
$8.64M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
48.3KNew |
$5.39M - $6.81M
|
48.3K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
48.2KNew |
$5.39M - $6.81M
|
48.2K
$7.11M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
46KNew |
$5.14M - $6.5M
|
46K
$6.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
45.4K+ 45.31% |
$5.07M - $6.41M
|
146K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
45.1K+ 10.81% |
$5.04M - $6.36M
|
462K
$68.1M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
44.7KNew |
$4.99M - $6.31M
|
44.7K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
43.6K+ 1977.24% |
$4.87M - $6.15M
|
45.8K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
43.1KNew |
$4.81M - $6.08M
|
43.1K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42.8KNew |
$4.78M - $6.04M
|
42.8K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
42.5K+ 59.3% |
$4.75M - $6M
|
114K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
41.7K+ 456.09% |
$4.66M - $5.88M
|
50.8K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
41.2K+ 591.2% |
$4.6M - $5.81M
|
48.1K
$7.09M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
40KNew |
$4.47M - $5.64M
|
40K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
39.8K+ 11.85% |
$4.44M - $5.61M
|
375K
$55.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.8K+ 186.33% |
$4.44M - $5.61M
|
61.1K
$9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
39.4K+ 3.43% |
$4.4M - $5.55M
|
1.19M
$175M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
39.2K+ 15.51% |
$4.38M - $5.53M
|
292K
$43M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.5K+ 832.24% |
$4.3M - $5.44M
|
43.2K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.4K+ 111.73% |
$4.28M - $5.41M
|
72.7K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
37.2K+ 12.45% |
$4.15M - $5.25M
|
336K
$49.5M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36.8K+ 507.09% |
$4.11M - $5.2M
|
44.1K
$6.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.5K+ 90.57% |
$4.08M - $5.16M
|
76.9K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.7K+ 4.91% |
$3.99M - $5.04M
|
763K
$112M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
34.7KNew |
$3.88M - $4.9M
|
34.7K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
34.4KNew |
$3.84M - $4.85M
|
34.4K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.3K+ 31.19% |
$3.83M - $4.84M
|
144K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$3.79M - $4.78M
|
33.9K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33.9K+ 10.8% |
$3.78M - $4.78M
|
348K
$51.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.7K+ 99185.29% |
$3.77M - $4.76M
|
33.8K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
33K+ 139.09% |
$3.68M - $4.65M
|
56.7K
$8.35M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
31.6K+ 4324.38% |
$3.53M - $4.45M
|
32.3K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
31KNew |
$3.47M - $4.38M
|
31K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 16.08% |
$3.42M - $4.32M
|
221K
$32.5M
|