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 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
30.6KNew |
$3.41M - $4.31M
|
30.6K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
30.5KNew |
$3.4M - $4.3M
|
30.5K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
30K+ 40.33% |
$3.36M - $4.24M
|
105K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.2K+ 12.1% |
$3.26M - $4.12M
|
271K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
28.8KNew |
$3.22M - $4.06M
|
28.8K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
28.1K+ 7.65% |
$3.14M - $3.97M
|
396K
$58.3M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
28.1KNew |
$3.13M - $3.96M
|
28.1K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
28K+ 56086.0% |
$3.13M - $3.96M
|
28.1K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
28K+ 28.33% |
$3.13M - $3.95M
|
127K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.9K+ 1779.02% |
$3.12M - $3.94M
|
29.5K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
27.7K+ 3.79% |
$3.09M - $3.91M
|
758K
$112M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27.3K+ 440.98% |
$3.05M - $3.85M
|
33.5K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.8K+ 91.39% |
$2.99M - $3.78M
|
56.1K
$8.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
26.8K+ 74.95% |
$2.99M - $3.78M
|
62.5K
$9.2M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26K+ 21.68% |
$2.91M - $3.67M
|
146K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
25.9K+ 15.16% |
$2.89M - $3.65M
|
197K
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
25.7K+ 56.83% |
$2.87M - $3.63M
|
70.9K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
25.4K+ 9.55% |
$2.83M - $3.58M
|
291K
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
24.7K+ 730.32% |
$2.76M - $3.49M
|
28.1K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
24.6K+ 1.65% |
$2.75M - $3.47M
|
1.52M
$223M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
24.5KNew |
$2.73M - $3.45M
|
24.5K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
23.9K+ 31.0% |
$2.67M - $3.37M
|
101K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
23.7K+ 134.11% |
$2.65M - $3.35M
|
41.4K
$6.1M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.6K+ 365.79% |
$2.63M - $3.33M
|
30K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5K+ 32.9% |
$2.62M - $3.31M
|
94.8K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
23KNew |
$2.57M - $3.24M
|
23K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.9K+ 2.45% |
$2.56M - $3.23M
|
958K
$141M
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
22.8K+ 379933.34% |
$2.55M - $3.22M
|
22.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
22.7K+ 20.29% |
$2.53M - $3.2M
|
134K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
22.6KNew |
$2.52M - $3.19M
|
22.6K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
22.2K+ 8.83% |
$2.48M - $3.13M
|
274K
$40.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 126.52% |
$2.42M - $3.06M
|
38.8K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.5K+ 43.96% |
$2.4M - $3.03M
|
70.3K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
21.2K+ 85.88% |
$2.37M - $2.99M
|
45.9K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.2K+ 3.7% |
$2.37M - $2.99M
|
593K
$87.4M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.1K+ 4.22% |
$2.35M - $2.97M
|
521K
$76.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
21K+ 9.22% |
$2.34M - $2.96M
|
248K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.9K+ 3.58% |
$2.33M - $2.95M
|
605K
$89.1M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
20.6KNew |
$2.3M - $2.91M
|
20.6K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 4.55% |
$2.27M - $2.87M
|
467K
$68.8M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
20.2KNew |
$2.26M - $2.85M
|
20.2K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
19.9K+ 10.07% |
$2.22M - $2.81M
|
218K
$32.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 6.31% |
$2.21M - $2.79M
|
333K
$49.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.6K+ 386.24% |
$2.19M - $2.76M
|
24.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.5K+ 406.08% |
$2.18M - $2.75M
|
24.3K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
19.4KNew |
$2.16M - $2.73M
|
19.4K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19.2K+ 7.28% |
$2.15M - $2.71M
|
283K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.1K+ 3.39% |
$2.13M - $2.7M
|
584K
$86M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
19.1K+ 17.67% |
$2.13M - $2.69M
|
127K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
19K+ 138.98% |
$2.13M - $2.69M
|
32.7K
$4.82M
|