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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
93+ 58.49% |
$9.28K - $13.1K
|
252
$36.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 11.94% |
$9.28K - $13.1K
|
872
$126K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 3.39% |
$8.69K - $12.3K
|
2.66K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
80+ 4.65% |
$7.99K - $11.3K
|
1.8K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 2.36% |
$7.49K - $10.6K
|
3.25K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 1.52% |
$7.49K - $10.6K
|
5.02K
$723K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.49% |
$7.29K - $10.3K
|
3.01K
$433K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
43+ 1.05% |
$4.29K - $6.06K
|
4.13K
$595K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.24% |
$3.69K - $5.21K
|
1.69K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.09% |
$3.29K - $4.65K
|
36K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
31+ 0.54% |
$3.09K - $4.37K
|
5.73K
$825K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 1.63% |
$2.8K - $3.94K
|
1.74K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.68% |
$2.8K - $3.94K
|
4.15K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21+ 0.27% |
$2.1K - $2.96K
|
7.78K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 1.17% |
$1.8K - $2.54K
|
1.56K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.43% |
$1.4K - $1.97K
|
3.27K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.69% |
$1.2K - $1.69K
|
1.74K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$998 - $1.41K
|
17.6K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$898 - $1.27K
|
2.53K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $1.13K
|
18.6K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 2.69% |
$799 - $1.13K
|
305
$43.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.84% |
$599 - $845
|
723
$104K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.02% |
$599 - $845
|
26.3K
$3.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 35.71% |
$499 - $704
|
19
$2.74K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.12% |
$399 - $563
|
3.4K
$489K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$200 - $282
|
370
$53.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$200 - $282
|
2.17K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.02% |
$99.8 - $141
|
4.26K
$613K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.03% |
$200 - $282
|
8K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.28% |
$299 - $423
|
1.08K
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 10.81% |
$399 - $563
|
33
$4.75K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-7- 0.27% |
$699 - $986
|
2.57K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-14- 0.63% |
$1.4K - $1.97K
|
2.2K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 39.29% |
$2.2K - $3.1K
|
34
$4.89K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-29- 1.84% |
$2.9K - $4.08K
|
1.55K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-33- 1.5% |
$3.29K - $4.65K
|
2.16K
$311K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.12% |
$3.49K - $4.93K
|
30.3K
$4.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-42- 13.25% |
$4.19K - $5.92K
|
275
$39.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-42- 2.15% |
$4.19K - $5.92K
|
1.91K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-64- 0.4% |
$6.39K - $9.02K
|
16K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-67- 1.77% |
$6.69K - $9.44K
|
3.71K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-68- 22.15% |
$6.79K - $9.58K
|
239
$34.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-70- 2.12% |
$6.99K - $9.86K
|
3.23K
$465K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-71- 4.15% |
$7.09K - $10K
|
1.64K
$236K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-72- 2.2% |
$7.19K - $10.1K
|
3.2K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-73- 0.83% |
$7.29K - $10.3K
|
8.76K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-84- 2.55% |
$8.39K - $11.8K
|
3.21K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-91- 0.98% |
$9.08K - $12.8K
|
9.19K
$1.32M
|