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 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.87K+ 161.85% |
$432K - $545K
|
6.25K
$921K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.85KNew |
$430K - $543K
|
3.85K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.84K+ 143.28% |
$429K - $542K
|
6.52K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.81KNew |
$425K - $537K
|
3.81K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.8KNew |
$424K - $536K
|
3.8K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.76K+ 28.27% |
$420K - $530K
|
17K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$417K - $527K
|
3.74K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 176.55% |
$415K - $525K
|
5.83K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.66K+ 175.81% |
$408K - $516K
|
5.73K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.64K+ 32.4% |
$407K - $514K
|
14.9K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.63K+ 145.0% |
$405K - $511K
|
6.13K
$902K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.62K+ 8.2% |
$404K - $510K
|
47.7K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.57KNew |
$399K - $504K
|
3.57K
$526K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.57K+ 0.81% |
$399K - $504K
|
444K
$65.4M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.54K+ 1.05% |
$395K - $499K
|
340K
$50M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.51K+ 2.48% |
$391K - $494K
|
145K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.48KNew |
$389K - $491K
|
3.48K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 45.66% |
$381K - $482K
|
10.9K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.38KNew |
$377K - $476K
|
3.38K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.36K+ 5.91% |
$376K - $475K
|
60.3K
$8.88M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.36K+ 78.35% |
$375K - $473K
|
7.64K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.18K+ 0.14% |
$355K - $449K
|
2.25M
$332M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.13K+ 48.72% |
$350K - $442K
|
9.57K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.13K+ 117.74% |
$350K - $442K
|
5.79K
$853K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.13KNew |
$350K - $442K
|
3.13K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.1KNew |
$346K - $437K
|
3.1K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.1K+ 9.45% |
$346K - $437K
|
35.9K
$5.28M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.1K+ 9.45% |
$346K - $437K
|
35.9K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 125.76% |
$345K - $436K
|
5.55K
$817K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.09K+ 6.73% |
$345K - $436K
|
49K
$7.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.06K+ 1.34% |
$342K - $432K
|
231K
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.05KNew |
$341K - $430K
|
3.05K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.05K+ 35.25% |
$340K - $430K
|
11.7K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 10.0% |
$335K - $423K
|
33K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
3K+ 0.51% |
$335K - $423K
|
586K
$86.4M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.99K+ 17.2% |
$334K - $422K
|
20.4K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 33.5% |
$334K - $422K
|
11.9K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.96K+ 22.72% |
$331K - $418K
|
16K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95KNew |
$329K - $416K
|
2.95K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 50.76% |
$329K - $415K
|
8.75K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.92K+ 36.37% |
$326K - $412K
|
11K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.92K+ 51.81% |
$326K - $412K
|
8.55K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.9K+ 156.78% |
$324K - $409K
|
4.75K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 57.92% |
$324K - $409K
|
7.91K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.85KNew |
$318K - $402K
|
2.85K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.83KNew |
$316K - $399K
|
2.83K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.82K+ 25.25% |
$315K - $398K
|
14K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.79KNew |
$311K - $393K
|
2.79K
$411K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
2.77KNew |
$309K - $390K
|
2.77K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 2.36% |
$304K - $385K
|
118K
$17.4M
|