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 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-996- 2.55% |
$111K - $141K
|
38K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.3% |
$112K - $141K
|
336K
$49.4M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 9.09% |
$112K - $141K
|
10K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.02K- 14.17% |
$114K - $144K
|
6.2K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.02K- 1.39% |
$114K - $144K
|
72.8K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 3.17% |
$116K - $146K
|
31.7K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 6.43% |
$116K - $147K
|
15.1K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 21.92% |
$117K - $148K
|
3.74K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.06K- 28.62% |
$118K - $150K
|
2.65K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.08K- 7.61% |
$120K - $152K
|
13.1K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.09K- 10.65% |
$122K - $154K
|
9.15K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.12K- 35.14% |
$125K - $158K
|
2.07K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.12K- 1.69% |
$126K - $159K
|
65.5K
$9.65M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.13K- 2.58% |
$126K - $159K
|
42.6K
$6.28M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$740K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 4.59% |
$129K - $164K
|
24.1K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.16K- 8.94% |
$130K - $164K
|
11.8K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.16K- 20.92% |
$130K - $164K
|
4.39K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-1.16K- 1.87% |
$130K - $164K
|
61K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$130K - $165K
|
170K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 6.99% |
$131K - $165K
|
15.6K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 8.32% |
$131K - $165K
|
12.9K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.18K- 23.76% |
$131K - $166K
|
3.77K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.2K- 23.0% |
$134K - $169K
|
4.01K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.21K- 0.83% |
$135K - $170K
|
144K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.22K- 38.0% |
$136K - $172K
|
1.99K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 1.6% |
$137K - $173K
|
75.6K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 0.67% |
$137K - $173K
|
183K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.23K- 0.67% |
$138K - $174K
|
182K
$26.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.25K- 18.82% |
$140K - $176K
|
5.4K
$795K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-1.27K- 3.82% |
$141K - $179K
|
31.9K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.28K- 0.55% |
$143K - $180K
|
231K
$34M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.28K- 0.15% |
$143K - $180K
|
832K
$123M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.29K- 19.5% |
$144K - $181K
|
5.31K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.29K- 0.35% |
$144K - $181K
|
365K
$53.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.3K- 31.42% |
$145K - $183K
|
2.83K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.39% |
$145K - $183K
|
5.77K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 2.65% |
$145K - $184K
|
47.8K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.37K- 26.35% |
$153K - $193K
|
3.83K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.36% |
$156K - $198K
|
58K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.41K- 7.2% |
$157K - $198K
|
18.1K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 5.81% |
$158K - $200K
|
23K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.44K- 12.81% |
$161K - $203K
|
9.81K
$1.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.45K- 56.11% |
$162K - $205K
|
1.13K
$167K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 14.7% |
$163K - $206K
|
8.46K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.48K- 12.56% |
$165K - $209K
|
10.3K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 4.9% |
$167K - $211K
|
29K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 32.47% |
$167K - $211K
|
3.12K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.51K- 20.27% |
$168K - $212K
|
5.93K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.59K- 27.66% |
$178K - $224K
|
4.16K
$613K
|