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 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$302K - $381K
|
2.7K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.69K+ 1.15% |
$300K - $379K
|
237K
$34.9M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 19.46% |
$300K - $379K
|
16.5K
$2.43M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
2.65KNew |
$296K - $373K
|
2.65K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.61K+ 16.72% |
$292K - $369K
|
18.2K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 8.69% |
$289K - $366K
|
32.4K
$4.77M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.58K+ 3.34% |
$288K - $364K
|
79.7K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$287K - $363K
|
2.57K
$379K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
2.5K+ 125.0% |
$279K - $353K
|
4.5K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.46KNew |
$275K - $347K
|
2.46K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$261K - $330K
|
2.34K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.3K+ 13.26% |
$257K - $324K
|
19.6K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 3.17% |
$256K - $324K
|
74.6K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.29KNew |
$256K - $324K
|
2.29K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.24K+ 24.73% |
$250K - $316K
|
11.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.22K+ 5.79% |
$248K - $314K
|
40.6K
$5.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.21K+ 11.0% |
$247K - $312K
|
22.3K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 19.8% |
$246K - $311K
|
13.3K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.19KNew |
$244K - $309K
|
2.19K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.17KNew |
$243K - $306K
|
2.17K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.17KNew |
$242K - $306K
|
2.17K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.16K+ 0.68% |
$242K - $305K
|
319K
$47M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.16KNew |
$241K - $305K
|
2.16K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 7.88% |
$241K - $304K
|
29.5K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.13K+ 176.62% |
$238K - $301K
|
3.34K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.12K+ 87.6% |
$237K - $299K
|
4.54K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$230K - $291K
|
2.06K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.04K+ 30.16% |
$228K - $288K
|
8.81K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.04KNew |
$227K - $287K
|
2.04K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.04K+ 85.76% |
$227K - $287K
|
4.41K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$227K - $286K
|
2.03K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.02K+ 20.07% |
$226K - $285K
|
12.1K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.02K+ 34.76% |
$226K - $285K
|
7.83K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.01KNew |
$225K - $284K
|
2.01K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.01K+ 5.42% |
$225K - $284K
|
39.2K
$5.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2K+ 33.33% |
$223K - $282K
|
8K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2K+ 48.6% |
$223K - $282K
|
6.12K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2KNew |
$223K - $282K
|
2K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2K+ 0.38% |
$223K - $281K
|
525K
$77.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99K+ 3.62% |
$223K - $281K
|
57K
$8.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.98K+ 4.97% |
$221K - $279K
|
41.8K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.97K+ 22.31% |
$220K - $278K
|
10.8K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.96K+ 0.8% |
$219K - $276K
|
247K
$36.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.96KNew |
$218K - $276K
|
1.96K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 5.15% |
$215K - $272K
|
39.3K
$5.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.92KNew |
$215K - $271K
|
1.92K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.91K+ 2.58% |
$213K - $269K
|
75.9K
$11.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.89KNew |
$211K - $266K
|
1.89K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 4.16% |
$210K - $266K
|
47.1K
$6.94M
|