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
$343M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
357K+ 61.03% |
$35.6M - $50.3M
|
942K
$133M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
112K+ 594.59% |
$11.2M - $15.8M
|
131K
$18.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
58.3K+ 7.01% |
$5.82M - $8.21M
|
890K
$125M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
54KNew |
$5.39M - $7.61M
|
54K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
47.6K+ 93.52% |
$4.75M - $6.7M
|
98.4K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
42.4K+ 202.22% |
$4.23M - $5.97M
|
63.4K
$8.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$2.31M - $3.26M
|
23.2K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21.6KNew |
$2.16M - $3.05M
|
21.6K
$3.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
19.7K+ 68.4% |
$1.97M - $2.77M
|
48.5K
$6.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.7K+ 6.24% |
$1.77M - $2.5M
|
302K
$42.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
16K+ 5.47% |
$1.59M - $2.25M
|
308K
$43.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 5.02% |
$1.51M - $2.14M
|
317K
$44.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 1.27% |
$1.23M - $1.73M
|
982K
$138M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
11.1K+ 4.9% |
$1.11M - $1.56M
|
237K
$33.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.81K+ 32.34% |
$880K - $1.24M
|
36.1K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
8.19K+ 31.82% |
$817K - $1.15M
|
33.9K
$4.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7K+ 13.72% |
$768K - $1.08M
|
63.8K
$8.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.64K+ 2.55% |
$763K - $1.08M
|
308K
$43.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 7.37% |
$699K - $986K
|
102K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.62K+ 10.6% |
$661K - $932K
|
69.1K
$9.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.1K+ 2.47% |
$609K - $860K
|
253K
$35.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.9K+ 3.56% |
$589K - $831K
|
172K
$24.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.15KNew |
$514K - $725K
|
5.15K
$726K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 42.73% |
$508K - $717K
|
17K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 20.12% |
$473K - $668K
|
28.3K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.03K+ 5.73% |
$402K - $567K
|
74.3K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4K+ 7.37% |
$399K - $563K
|
58.3K
$8.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
BUY
|
- |
3.29KNew |
$329K - $464K
|
3.29K
$464K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.27K+ 384.94% |
$327K - $461K
|
4.12K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.88KNew |
$287K - $405K
|
2.88K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.78KNew |
$277K - $391K
|
2.78K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.74KNew |
$273K - $385K
|
2.74K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.69K+ 87.57% |
$268K - $378K
|
5.75K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.61KNew |
$260K - $367K
|
2.61K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.52K+ 7.06% |
$251K - $354K
|
38.1K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.43KNew |
$243K - $343K
|
2.43K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 106.63% |
$231K - $326K
|
4.49K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.29K+ 59.46% |
$228K - $322K
|
6.13K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$226K - $319K
|
2.27K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.22KNew |
$221K - $312K
|
2.22K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$218K - $308K
|
2.19K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95K+ 8.67% |
$195K - $275K
|
24.5K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.93KNew |
$193K - $272K
|
1.93K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.9KNew |
$189K - $267K
|
1.9K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.86KNew |
$186K - $262K
|
1.86K
$262K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$179K - $252K
|
1.79K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.78KNew |
$177K - $250K
|
1.78K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.72KNew |
$172K - $242K
|
1.72K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
1.72K+ 0.47% |
$172K - $242K
|
368K
$51.8M
|