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
|
Nat West Group PLC
|
SELL
|
- |
-13.8K- 21.57% |
$1.54M - $1.95M
|
50.2K
$7.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15K- 5.74% |
$1.67M - $2.11M
|
246K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-15.2K- 0.81% |
$1.7M - $2.14M
|
1.86M
$274M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-15.5K- 15.72% |
$1.73M - $2.19M
|
83.2K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-15.7K- 32.0% |
$1.75M - $2.22M
|
33.4K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-15.8K- 10.03% |
$1.76M - $2.22M
|
141K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-15.8K- 1.71% |
$1.77M - $2.23M
|
909K
$134M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.1K- 34.43% |
$1.8M - $2.28M
|
30.7K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-16.4K- 30.62% |
$1.83M - $2.31M
|
37.1K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-16.9K- 6.03% |
$1.89M - $2.38M
|
263K
$38.7M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-17K- 6.39% |
$1.9M - $2.4M
|
249K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-17K- 57.8% |
$1.9M - $2.4M
|
12.4K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18K- 2.21% |
$2.01M - $2.54M
|
795K
$117M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-18K- 83.18% |
$2.01M - $2.54M
|
3.65K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.1K- 3.67% |
$2.02M - $2.55M
|
475K
$70M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18.2K- 10.75% |
$2.03M - $2.57M
|
151K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 89.56% |
$2.05M - $2.59M
|
2.14K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.5K- 15.73% |
$2.07M - $2.61M
|
99.1K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.5K- 10.13% |
$2.07M - $2.61M
|
164K
$24.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-18.5K- 1.91% |
$2.07M - $2.62M
|
950K
$140M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-18.7K- 9.22% |
$2.09M - $2.64M
|
184K
$27.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.8K- 28.48% |
$2.1M - $2.65M
|
47.2K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-19.1K- 69.05% |
$2.13M - $2.69M
|
8.55K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 1.35% |
$2.14M - $2.7M
|
1.39M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-19.2K- 2.24% |
$2.15M - $2.71M
|
840K
$124M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-20.1K- 7.16% |
$2.24M - $2.83M
|
260K
$38.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21K- 21.67% |
$2.34M - $2.96M
|
75.8K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-21.5K- 33.38% |
$2.4M - $3.03M
|
42.8K
$6.31M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-22.1K- 8.89% |
$2.47M - $3.12M
|
226K
$33.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.2K- 1.81% |
$2.59M - $3.27M
|
1.26M
$185M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-23.8K- 19.68% |
$2.66M - $3.36M
|
97.1K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-24.3K- 18.36% |
$2.72M - $3.43M
|
108K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-25.3K- 5.13% |
$2.83M - $3.57M
|
468K
$69M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-25.9K- 27.2% |
$2.89M - $3.65M
|
69.3K
$10.2M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-26.3K- 6.36% |
$2.94M - $3.72M
|
388K
$57.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-26.5K- 14.17% |
$2.96M - $3.74M
|
161K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-27.7K- 17.79% |
$3.1M - $3.91M
|
128K
$18.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.1K- 36.48% |
$3.13M - $3.96M
|
48.8K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 4.49% |
$3.16M - $4M
|
603K
$88.8M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-28.5K- 10.68% |
$3.18M - $4.02M
|
238K
$35.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-28.9K- 19.78% |
$3.23M - $4.08M
|
117K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-29.5K- 2.5% |
$3.29M - $4.15M
|
1.15M
$169M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-29.6K- 2.52% |
$3.3M - $4.17M
|
1.14M
$169M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-30.3K- 55.69% |
$3.38M - $4.27M
|
24.1K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-30.4K- 6.95% |
$3.4M - $4.29M
|
407K
$60M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-30.6K- 13.66% |
$3.41M - $4.31M
|
193K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-31.2K- 9.96% |
$3.48M - $4.4M
|
282K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-32.4K- 2.54% |
$3.62M - $4.57M
|
1.24M
$183M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-33.9K- 16.27% |
$3.79M - $4.78M
|
174K
$25.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-34.3K- 4.04% |
$3.83M - $4.84M
|
815K
$120M
|