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 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
9.97K+ 25.4% |
$1.11M - $1.41M
|
49.2K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.76K+ 11095.45% |
$1.09M - $1.38M
|
9.85K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.73KNew |
$1.09M - $1.37M
|
9.73K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
9.67K+ 7.33% |
$1.08M - $1.36M
|
142K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.42K+ 7.43% |
$1.05M - $1.33M
|
136K
$20.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.11K+ 12.26% |
$1.02M - $1.29M
|
83.4K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8.99K+ 6.02% |
$1M - $1.27M
|
158K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
8.79K+ 13.61% |
$981K - $1.24M
|
73.3K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.78K+ 35.82% |
$980K - $1.24M
|
33.3K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.56K+ 68.08% |
$956K - $1.21M
|
21.1K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.55K+ 15.2% |
$955K - $1.21M
|
64.8K
$9.55M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.52K+ 6.26% |
$952K - $1.2M
|
145K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.48K+ 20.06% |
$947K - $1.2M
|
50.8K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.46K+ 96.83% |
$945K - $1.19M
|
17.2K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.43K+ 3.32% |
$942K - $1.19M
|
263K
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.27K+ 5.0% |
$924K - $1.17M
|
174K
$25.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.27K+ 5.94% |
$923K - $1.17M
|
147K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.26K+ 39.35% |
$923K - $1.17M
|
29.3K
$4.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.23K+ 8.14% |
$919K - $1.16M
|
109K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.1K+ 0.54% |
$905K - $1.14M
|
1.51M
$223M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.06K+ 6.09% |
$900K - $1.14M
|
140K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.89KNew |
$881K - $1.11M
|
7.89K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.77KNew |
$867K - $1.1M
|
7.77K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.67K+ 27.43% |
$857K - $1.08M
|
35.6K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.56K+ 81.18% |
$844K - $1.07M
|
16.9K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.55K+ 97.86% |
$844K - $1.07M
|
15.3K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.52KNew |
$840K - $1.06M
|
7.52K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
7.5KNew |
$838K - $1.06M
|
7.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.49K+ 17.65% |
$836K - $1.06M
|
49.9K
$7.35M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
7.47K+ 106.66% |
$834K - $1.05M
|
14.5K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.45K+ 41.33% |
$832K - $1.05M
|
25.5K
$3.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.37K+ 32.44% |
$823K - $1.04M
|
30.1K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.25K+ 148.55% |
$809K - $1.02M
|
12.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.22K+ 2.49% |
$806K - $1.02M
|
298K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$802K - $1.01M
|
7.18K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.1K+ 30.22% |
$793K - $1M
|
30.6K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
7.1KNew |
$793K - $1M
|
7.1K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.09K+ 23.03% |
$791K - $1M
|
37.8K
$5.57M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
BUY
|
- |
7.08K+ 18.5% |
$790K - $998K
|
45.3K
$6.67M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.07K+ 7.34% |
$790K - $998K
|
103K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.01K+ 9.72% |
$783K - $989K
|
79.1K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
6.98K+ 19.23% |
$779K - $984K
|
43.2K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.84K+ 8.35% |
$764K - $965K
|
88.8K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.81K+ 217.61% |
$760K - $961K
|
9.94K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.81K+ 4.47% |
$760K - $960K
|
159K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
6.77K+ 27.95% |
$756K - $955K
|
31K
$4.57M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.74K+ 12.63% |
$752K - $950K
|
60.1K
$8.85M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
6.73KNew |
$752K - $949K
|
6.73K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.7K+ 4.13% |
$748K - $945K
|
169K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.63K+ 32.42% |
$740K - $935K
|
27.1K
$3.99M
|