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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.59K- 9.07% |
$178K - $225K
|
16K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.61K- 1.09% |
$180K - $227K
|
146K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.61K- 8.34% |
$180K - $227K
|
17.7K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-1.63K- 38.87% |
$182K - $230K
|
2.56K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.65K- 5.02% |
$184K - $233K
|
31.2K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.67K- 11.39% |
$186K - $235K
|
12.9K
$1.91M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.69K- 23.49% |
$189K - $238K
|
5.5K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 15.44% |
$192K - $242K
|
9.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.73K- 2.23% |
$193K - $243K
|
75.7K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.75K- 24.81% |
$195K - $247K
|
5.3K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.77K- 0.92% |
$198K - $250K
|
190K
$28M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.83K- 44.35% |
$204K - $258K
|
2.3K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.83K- 43.76% |
$205K - $258K
|
2.35K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.84K- 12.64% |
$205K - $259K
|
12.7K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 16.2% |
$206K - $260K
|
9.54K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.87K- 0.67% |
$209K - $264K
|
277K
$40.8M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-1.94K- 1.15% |
$217K - $274K
|
167K
$24.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 3.94% |
$218K - $275K
|
47.6K
$7.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.98K- 18.03% |
$221K - $279K
|
8.98K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2K- 28.17% |
$223K - $282K
|
5.1K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-2K- 6.58% |
$223K - $282K
|
28.4K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.04K- 2.04% |
$228K - $288K
|
97.9K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.05K- 10.29% |
$228K - $289K
|
17.8K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 2.35% |
$232K - $293K
|
86.4K
$12.7M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.08K- 2.35% |
$232K - $293K
|
86.4K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.14K- 5.46% |
$239K - $302K
|
37.1K
$5.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.19K- 11.18% |
$244K - $309K
|
17.4K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.25K- 7.75% |
$251K - $317K
|
26.8K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 0.35% |
$253K - $320K
|
654K
$96.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.31K- 10.68% |
$258K - $326K
|
19.3K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.36K- 4.23% |
$264K - $333K
|
53.4K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.39K- 4.62% |
$266K - $336K
|
49.2K
$7.25M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.42K- 13.01% |
$271K - $342K
|
16.2K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.47K- 10.55% |
$276K - $349K
|
21K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-2.54K- 9.89% |
$283K - $358K
|
23.1K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.54KClosed |
$284K - $359K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.55K- 9.93% |
$285K - $360K
|
23.1K
$3.41M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 2.42% |
$285K - $360K
|
103K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.64K- 8.95% |
$295K - $372K
|
26.8K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.68K- 23.38% |
$299K - $377K
|
8.77K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.7K- 1.4% |
$301K - $380K
|
190K
$28M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 11.87% |
$311K - $393K
|
20.7K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.79K- 12.56% |
$312K - $394K
|
19.4K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.83K- 20.45% |
$316K - $399K
|
11K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.86K- 0.12% |
$319K - $403K
|
2.44M
$359M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.87K- 0.46% |
$320K - $405K
|
618K
$91.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.93K- 5.94% |
$327K - $413K
|
46.3K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.97K- 10.59% |
$332K - $419K
|
25.1K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.02K- 12.32% |
$337K - $426K
|
21.5K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.03K- 5.72% |
$338K - $427K
|
50K
$7.36M
|