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 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.09K- 62.93% |
$345K - $436K
|
1.82K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.1K- 18.95% |
$346K - $437K
|
13.3K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 11.45% |
$350K - $442K
|
24.2K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.14K- 95.88% |
$351K - $443K
|
135
$19.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-3.18K- 41.95% |
$355K - $449K
|
4.4K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.19K- 6.15% |
$356K - $450K
|
48.7K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.2K- 3.56% |
$357K - $451K
|
86.7K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.22K- 33.83% |
$359K - $454K
|
6.29K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.32K- 8.24% |
$370K - $468K
|
37K
$5.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.34K- 24.64% |
$373K - $471K
|
10.2K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.41K- 1.37% |
$381K - $482K
|
246K
$36.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.44K- 2.01% |
$384K - $485K
|
168K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.47K- 47.42% |
$388K - $490K
|
3.85K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.6K- 0.74% |
$402K - $508K
|
480K
$70.7M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.64K- 5.61% |
$406K - $513K
|
61.1K
$9.01M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.67K- 5.27% |
$409K - $517K
|
65.9K
$9.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.71K- 11.98% |
$414K - $523K
|
27.3K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.73K- 57.13% |
$416K - $526K
|
2.8K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.84K- 13.39% |
$428K - $541K
|
24.8K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.84K- 45.86% |
$429K - $542K
|
4.54K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-3.84K- 6.27% |
$429K - $542K
|
57.4K
$8.46M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 55.88% |
$433K - $547K
|
3.06K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.92K- 4.85% |
$437K - $552K
|
76.9K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.95K- 12.02% |
$442K - $558K
|
29K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.96K- 44.75% |
$442K - $559K
|
4.89K
$720K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.98K- 10.48% |
$445K - $562K
|
34K
$5.01M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-4K- 26.67% |
$447K - $564K
|
11K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.01K- 53.71% |
$448K - $566K
|
3.46K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.12K- 11.47% |
$460K - $581K
|
31.8K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-4.17K- 14.59% |
$466K - $589K
|
24.4K
$3.6M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.19K- 60.47% |
$468K - $591K
|
2.74K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.27K- 6.99% |
$477K - $602K
|
56.8K
$8.36M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.28K- 55.8% |
$478K - $604K
|
3.39K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.4K- 2.65% |
$491K - $620K
|
161K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 48.38% |
$496K - $626K
|
4.74K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.5K- 3.02% |
$503K - $635K
|
145K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.58K- 1.53% |
$512K - $646K
|
295K
$43.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-4.68K- 48.72% |
$522K - $660K
|
4.92K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.71K- 2.08% |
$526K - $664K
|
222K
$32.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.73K- 0.48% |
$528K - $667K
|
970K
$143M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.76K- 11.46% |
$531K - $671K
|
36.7K
$5.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.78K- 1.46% |
$534K - $675K
|
323K
$47.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.82K- 15.89% |
$538K - $679K
|
25.5K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.03K- 2.14% |
$562K - $710K
|
230K
$33.9M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.14K- 14.09% |
$574K - $725K
|
31.3K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-5.3K- 7.17% |
$592K - $748K
|
68.7K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-5.36K- 15.46% |
$598K - $756K
|
29.3K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.42K- 13.79% |
$605K - $765K
|
33.9K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.48K- 15.12% |
$612K - $773K
|
30.7K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.57K- 3.25% |
$622K - $786K
|
166K
$24.4M
|