Purchases and Sales Made in Q2 2025 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.44MNew |
$243M - $343M
|
2.44M
$351M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
357K+ 61.03% |
$35.6M - $50.3M
|
942K
$136M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
58.3K+ 7.01% |
$5.82M - $8.21M
|
890K
$128M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
54KNew |
$5.39M - $7.61M
|
54K
$7.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
47.6K+ 93.52% |
$4.75M - $6.7M
|
98.4K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
19.7K+ 68.4% |
$1.97M - $2.77M
|
48.5K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.7K+ 6.24% |
$1.77M - $2.5M
|
302K
$43.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
16K+ 5.47% |
$1.59M - $2.25M
|
308K
$44.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 1.27% |
$1.23M - $1.73M
|
982K
$141M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
11.1K+ 4.9% |
$1.11M - $1.56M
|
237K
$34.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.81K+ 32.34% |
$880K - $1.24M
|
36.1K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7K+ 13.72% |
$768K - $1.08M
|
63.8K
$9.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 7.37% |
$699K - $986K
|
102K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.9K+ 3.56% |
$589K - $831K
|
172K
$24.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.15KNew |
$514K - $725K
|
5.15K
$741K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 42.73% |
$508K - $717K
|
17K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 20.12% |
$473K - $668K
|
28.3K
$4.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4K+ 7.37% |
$399K - $563K
|
58.3K
$8.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.27K+ 384.94% |
$327K - $461K
|
4.12K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.74KNew |
$273K - $385K
|
2.74K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.43KNew |
$243K - $343K
|
2.43K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 106.63% |
$231K - $326K
|
4.49K
$646K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.29K+ 59.46% |
$228K - $322K
|
6.13K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$226K - $319K
|
2.27K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.22KNew |
$221K - $312K
|
2.22K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95K+ 8.67% |
$195K - $275K
|
24.5K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.93KNew |
$193K - $272K
|
1.93K
$278K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.78KNew |
$177K - $250K
|
1.78K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.72KNew |
$172K - $242K
|
1.72K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
1.72K+ 0.47% |
$172K - $242K
|
368K
$52.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.71K+ 63.75% |
$171K - $241K
|
4.4K
$633K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.71K+ 44.05% |
$170K - $240K
|
5.58K
$803K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.68K+ 5.09% |
$168K - $237K
|
34.8K
$5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.66KNew |
$166K - $234K
|
1.66K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.65KNew |
$165K - $232K
|
1.65K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.61KNew |
$160K - $226K
|
1.61K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.6KNew |
$160K - $226K
|
1.6K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.51KNew |
$150K - $212K
|
1.51K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
1.5KNew |
$150K - $211K
|
1.5K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.47K+ 2.48% |
$147K - $207K
|
60.8K
$8.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.43KNew |
$142K - $201K
|
1.43K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 14.58% |
$142K - $200K
|
11.2K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.39K+ 1.92% |
$139K - $196K
|
74.2K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.37K+ 71.26% |
$137K - $193K
|
3.3K
$474K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 4.02% |
$135K - $191K
|
35.1K
$5.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.26K+ 17.67% |
$126K - $177K
|
8.39K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.13K+ 9.08% |
$112K - $159K
|
13.5K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 2.04% |
$109K - $154K
|
54.7K
$7.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 32.18% |
$107K - $151K
|
4.41K
$635K
|