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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
19KNew |
$2.12M - $2.67M
|
19K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
19KNew |
$2.12M - $2.67M
|
19K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18.7K+ 19.23% |
$2.08M - $2.63M
|
116K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 314.27% |
$2.05M - $2.59M
|
24.2K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
18KNew |
$2.01M - $2.54M
|
18K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
17.8K+ 144.23% |
$1.99M - $2.51M
|
30.2K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 1.07% |
$1.91M - $2.41M
|
1.62M
$238M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.1K+ 9.08% |
$1.91M - $2.41M
|
205K
$30.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
16.5K+ 402.47% |
$1.84M - $2.32M
|
20.6K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
16.5K+ 11.5% |
$1.84M - $2.32M
|
160K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.3K+ 4224.35% |
$1.82M - $2.3M
|
16.7K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 57.26% |
$1.82M - $2.3M
|
44.7K
$6.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.2K+ 5.15% |
$1.81M - $2.29M
|
331K
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.1K+ 7.21% |
$1.8M - $2.27M
|
239K
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16K+ 112.83% |
$1.78M - $2.25M
|
30.1K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 10.68% |
$1.77M - $2.23M
|
164K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.7K+ 118.65% |
$1.76M - $2.22M
|
29K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 8.22% |
$1.76M - $2.22M
|
207K
$30.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
15.5KNew |
$1.73M - $2.18M
|
15.5K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.2K+ 5.67% |
$1.7M - $2.15M
|
284K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.8K+ 6.56% |
$1.65M - $2.08M
|
240K
$35.3M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
14.2K+ 1.89% |
$1.58M - $2M
|
763K
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.1K+ 20.97% |
$1.58M - $2M
|
81.6K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
14K+ 17.47% |
$1.56M - $1.97M
|
94K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
14K+ 1.14% |
$1.56M - $1.97M
|
1.23M
$182M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 172.16% |
$1.49M - $1.88M
|
21.1K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13.2K+ 62.99% |
$1.48M - $1.87M
|
34.3K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 2.24% |
$1.48M - $1.86M
|
604K
$88.9M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
13.2K+ 4.93% |
$1.47M - $1.86M
|
281K
$41.4M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.8K+ 7.81% |
$1.43M - $1.81M
|
177K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.6K+ 105.8% |
$1.4M - $1.77M
|
24.4K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.5K+ 16.43% |
$1.4M - $1.76M
|
88.6K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.4K+ 17.34% |
$1.38M - $1.75M
|
83.7K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.3KNew |
$1.37M - $1.73M
|
12.3K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12K+ 85.0% |
$1.34M - $1.7M
|
26.2K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.8KNew |
$1.31M - $1.66M
|
11.8K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
11.7K+ 18.62% |
$1.31M - $1.65M
|
74.6K
$11M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11.6K+ 62.97% |
$1.29M - $1.63M
|
29.9K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.5K+ 3.25% |
$1.28M - $1.62M
|
364K
$53.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.4K+ 33.73% |
$1.28M - $1.61M
|
45.3K
$6.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 373.57% |
$1.27M - $1.6M
|
14.4K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
11.3K+ 2.3% |
$1.27M - $1.6M
|
503K
$74.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.3KNew |
$1.26M - $1.59M
|
11.3K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
11K+ 39.43% |
$1.23M - $1.55M
|
38.9K
$5.73M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.9KNew |
$1.21M - $1.53M
|
10.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6K+ 6.69% |
$1.18M - $1.49M
|
169K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
10.6KNew |
$1.18M - $1.49M
|
10.6K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.5K+ 3.63% |
$1.18M - $1.48M
|
300K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.2KNew |
$1.14M - $1.44M
|
10.2K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
10.1K+ 12.71% |
$1.13M - $1.43M
|
90K
$13.3M
|