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
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.6K- 3.71% |
$625K - $790K
|
145K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.69K- 52.51% |
$635K - $803K
|
5.15K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.7K- 2.21% |
$637K - $804K
|
252K
$37.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.73K- 11.84% |
$640K - $808K
|
42.7K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-5.8K- 6.3% |
$648K - $819K
|
86.3K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.82K- 56.35% |
$650K - $821K
|
4.51K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5.92K- 39.62% |
$661K - $835K
|
9.02K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.96K- 59.6% |
$666K - $841K
|
4.04K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.03K- 34.71% |
$673K - $851K
|
11.3K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.04K- 49.26% |
$674K - $852K
|
6.22K
$916K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.19K- 5.11% |
$691K - $873K
|
115K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.3K- 17.68% |
$704K - $889K
|
29.4K
$4.32M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.53K- 3.12% |
$729K - $921K
|
202K
$29.8M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 26.85% |
$747K - $944K
|
18.2K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.81K- 2.71% |
$761K - $961K
|
244K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.98K- 6.16% |
$779K - $985K
|
106K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-7.19K- 31.8% |
$802K - $1.01M
|
15.4K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.25K- 2.2% |
$810K - $1.02M
|
323K
$47.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.28K- 8.5% |
$813K - $1.03M
|
78.3K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-7.35K- 15.19% |
$821K - $1.04M
|
41.1K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.37K- 35.08% |
$823K - $1.04M
|
13.6K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.52K- 0.99% |
$840K - $1.06M
|
753K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.69K- 12.94% |
$859K - $1.08M
|
51.7K
$7.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.74K- 4.13% |
$864K - $1.09M
|
180K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.1K- 36.0% |
$905K - $1.14M
|
14.4K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8.65K- 1.86% |
$966K - $1.22M
|
457K
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.71K- 28.22% |
$973K - $1.23M
|
22.2K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.73K- 13.99% |
$975K - $1.23M
|
53.7K
$7.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-8.8K- 31.86% |
$983K - $1.24M
|
18.8K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-9.13K- 2.6% |
$1.02M - $1.29M
|
342K
$50.4M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.2K- 21.94% |
$1.03M - $1.3M
|
32.7K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9.76K- 14.39% |
$1.09M - $1.38M
|
58K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-9.85K- 11.01% |
$1.1M - $1.39M
|
79.6K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-9.9K- 78.44% |
$1.11M - $1.4M
|
2.72K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-10.1K- 60.72% |
$1.13M - $1.43M
|
6.56K
$966K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-10.2K- 4.41% |
$1.13M - $1.43M
|
220K
$32.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10.6K- 76.37% |
$1.18M - $1.49M
|
3.27K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-11.3K- 20.61% |
$1.26M - $1.59M
|
43.4K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.4K- 6.82% |
$1.27M - $1.6M
|
155K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11.5K- 39.93% |
$1.28M - $1.62M
|
17.3K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.1K- 10.04% |
$1.35M - $1.7M
|
108K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-12.1K- 4.44% |
$1.35M - $1.71M
|
260K
$38.3M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-12.2K- 21.17% |
$1.37M - $1.73M
|
45.6K
$6.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.3K- 4.01% |
$1.37M - $1.73M
|
294K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12.3K- 14.67% |
$1.37M - $1.73M
|
71.4K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.6K- 49.76% |
$1.41M - $1.78M
|
12.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-12.8K- 84.66% |
$1.43M - $1.81M
|
2.32K
$341K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-13.2K- 32.44% |
$1.47M - $1.86M
|
27.4K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-13.4K- 24.41% |
$1.49M - $1.88M
|
41.4K
$6.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-13.8K- 2.85% |
$1.54M - $1.95M
|
471K
$69.3M
|