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 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
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
949+ 15.65% |
$94.7K - $134K
|
7.01K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
903+ 2.75% |
$90.1K - $127K
|
33.7K
$4.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
860+ 0.25% |
$85.9K - $121K
|
350K
$50.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
812+ 25.25% |
$81.1K - $114K
|
4.03K
$580K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
708+ 5.28% |
$70.7K - $99.7K
|
14.1K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
647+ 5.33% |
$64.6K - $91.1K
|
12.8K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
613New |
$61.2K - $86.3K
|
613
$88.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
596+ 11.21% |
$59.5K - $84K
|
5.91K
$851K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
586+ 16.37% |
$58.5K - $82.5K
|
4.17K
$600K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
574+ 1.36% |
$57.3K - $80.9K
|
42.8K
$6.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
552+ 6.2% |
$55.1K - $77.8K
|
9.46K
$1.36M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
539+ 14.8% |
$53.8K - $75.9K
|
4.18K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
537+ 11.78% |
$53.6K - $75.6K
|
5.09K
$733K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
516+ 5.72% |
$51.5K - $72.7K
|
9.54K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
460+ 25.76% |
$45.9K - $64.8K
|
2.25K
$323K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
453+ 13.53% |
$45.2K - $63.8K
|
3.8K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
420+ 3.22% |
$41.9K - $59.2K
|
13.5K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
406+ 8.44% |
$40.5K - $57.2K
|
5.22K
$751K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
351+ 3.58% |
$35K - $49.4K
|
10.2K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
305+ 17.29% |
$30.4K - $43K
|
2.07K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
297+ 1.86% |
$29.6K - $41.8K
|
16.2K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 0.35% |
$28K - $39.4K
|
80.8K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
274+ 3.62% |
$27.4K - $38.6K
|
7.84K
$1.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 5.64% |
$27K - $38K
|
5.05K
$728K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
257+ 101.18% |
$25.7K - $36.2K
|
511
$73.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
217+ 107.43% |
$21.7K - $30.6K
|
419
$60.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
198+ 6.88% |
$19.8K - $27.9K
|
3.08K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
182+ 0.1% |
$18.2K - $25.6K
|
183K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 30.03% |
$17.3K - $24.4K
|
749
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
172+ 0.7% |
$17.2K - $24.2K
|
24.8K
$3.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
169+ 1.05% |
$16.9K - $23.8K
|
16.3K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
159+ 2.14% |
$15.9K - $22.4K
|
7.58K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
156+ 4.27% |
$15.6K - $22K
|
3.81K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
153+ 5.41% |
$15.3K - $21.6K
|
2.98K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
145+ 0.49% |
$14.5K - $20.4K
|
29.4K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
137+ 0.62% |
$13.7K - $19.3K
|
22.1K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 4.84% |
$13.5K - $19K
|
2.92K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131+ 7.55% |
$13.1K - $18.5K
|
1.87K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131+ 770.59% |
$13.1K - $18.5K
|
148
$21.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
125+ 5.52% |
$12.5K - $17.6K
|
2.39K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 9.27% |
$11.5K - $16.2K
|
1.36K
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
114+ 1.56% |
$11.4K - $16.1K
|
7.44K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
111New |
$11.1K - $15.6K
|
111
$16K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 2.49% |
$10.5K - $14.8K
|
4.33K
$623K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
97+ 5.56% |
$9.68K - $13.7K
|
1.84K
$265K
|