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 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.55KNew |
$732K - $925K
|
6.55K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.53K+ 30.06% |
$729K - $921K
|
28.2K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.51KNew |
$727K - $919K
|
6.51K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6.44K+ 21.61% |
$720K - $909K
|
36.3K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 17.63% |
$695K - $878K
|
41.5K
$6.11M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.2K+ 49.85% |
$693K - $875K
|
18.6K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.2K+ 3.63% |
$693K - $875K
|
177K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
6.12KNew |
$683K - $863K
|
6.12K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.11KNew |
$682K - $862K
|
6.11K
$900K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.09K+ 34.27% |
$680K - $859K
|
23.9K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
6.04KNew |
$674K - $852K
|
6.04K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.02K+ 315.29% |
$673K - $850K
|
7.93K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.95KNew |
$664K - $839K
|
5.95K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.93K+ 65.82% |
$662K - $837K
|
14.9K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.88K+ 4.87% |
$656K - $829K
|
127K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.82K+ 19.91% |
$650K - $822K
|
35.1K
$5.17M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.79K+ 1.27% |
$646K - $816K
|
461K
$67.9M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.76KNew |
$643K - $813K
|
5.76K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.71K+ 6.33% |
$638K - $806K
|
95.9K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.67K+ 87.06% |
$633K - $799K
|
12.2K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
5.64KNew |
$629K - $795K
|
5.64K
$830K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.6K+ 5.22% |
$625K - $789K
|
113K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.55KNew |
$620K - $783K
|
5.55K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.5K+ 3.0% |
$614K - $776K
|
189K
$27.8M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.46K+ 120.36% |
$610K - $771K
|
10K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.4KNew |
$603K - $762K
|
5.4K
$796K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.22K+ 73.48% |
$583K - $736K
|
12.3K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
5.21K+ 83.27% |
$582K - $735K
|
11.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
5.07K+ 11.37% |
$566K - $715K
|
49.7K
$7.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.06K+ 3.15% |
$566K - $714K
|
166K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.87KNew |
$544K - $687K
|
4.87K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.66K+ 3.68% |
$520K - $657K
|
131K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.66K+ 0.57% |
$520K - $657K
|
827K
$122M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.65KNew |
$519K - $656K
|
4.65K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.61K+ 3.74% |
$515K - $650K
|
128K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.6K+ 4.5% |
$514K - $649K
|
107K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.4KNew |
$491K - $621K
|
4.4K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.25K+ 9.45% |
$475K - $600K
|
49.3K
$7.26M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 55.54% |
$475K - $600K
|
11.9K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4.21KNew |
$470K - $594K
|
4.21K
$620K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$470K - $594K
|
4.21K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.2KNew |
$469K - $593K
|
4.2K
$619K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.18K+ 184.35% |
$467K - $590K
|
6.45K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.17K+ 5.38% |
$465K - $588K
|
81.6K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$453K - $573K
|
4.06K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
4.03K+ 9.51% |
$450K - $568K
|
46.4K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.02KNew |
$449K - $568K
|
4.02K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.02KNew |
$449K - $568K
|
4.02K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.01K+ 440.22% |
$447K - $565K
|
4.92K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.9KNew |
$435K - $550K
|
3.9K
$574K
|