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 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-91- 2.62% |
$9.08K - $12.8K
|
3.39K
$488K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.93% |
$9.98K - $14.1K
|
5.08K
$731K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-112- 0.49% |
$11.2K - $15.8K
|
22.6K
$3.25M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-118- 6.81% |
$11.8K - $16.6K
|
1.62K
$233K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 2.23% |
$11.9K - $16.8K
|
5.22K
$752K
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 1.12% |
$17.5K - $24.7K
|
15.5K
$2.23M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-184- 6.81% |
$18.4K - $25.9K
|
2.52K
$362K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-194- 3.7% |
$19.4K - $27.3K
|
5.05K
$727K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 1.67% |
$19.4K - $27.3K
|
11.4K
$1.64M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 2.78% |
$20K - $28.2K
|
7K
$1.01M
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-205- 2.25% |
$20.5K - $28.9K
|
8.89K
$1.28M
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-212- 9.38% |
$21.2K - $29.9K
|
2.05K
$295K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-232- 0.92% |
$23.2K - $32.7K
|
24.9K
$3.58M
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-241- 11.81% |
$24.1K - $33.9K
|
1.8K
$259K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-246- 9.18% |
$24.6K - $34.7K
|
2.44K
$351K
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-247- 10.09% |
$24.7K - $34.8K
|
2.2K
$317K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-253- 4.24% |
$25.3K - $35.6K
|
5.71K
$822K
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$411K
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-308- 0.28% |
$30.7K - $43.4K
|
109K
$15.7M
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.63M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 2.73% |
$37.1K - $52.4K
|
13.2K
$1.91M
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-391- 7.07% |
$39K - $55.1K
|
5.14K
$740K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-391- 9.04% |
$39K - $55.1K
|
3.93K
$566K
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-405- 0.81% |
$40.4K - $57K
|
49.6K
$7.14M
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-423- 5.31% |
$42.2K - $59.6K
|
7.54K
$1.08M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-498- 0.1% |
$49.7K - $70.1K
|
475K
$68.4M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 8.68% |
$50.9K - $71.8K
|
5.37K
$773K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-534- 6.4% |
$53.3K - $75.2K
|
7.81K
$1.12M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-541- 1.08% |
$54K - $76.2K
|
49.7K
$7.15M
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-550- 4.15% |
$54.9K - $77.5K
|
12.7K
$1.83M
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-558- 24.61% |
$55.7K - $78.6K
|
1.71K
$246K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$22.8M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$277K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-616- 1.97% |
$61.5K - $86.8K
|
30.6K
$4.41M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$405K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-661- 4.51% |
$66K - $93.1K
|
14K
$2.02M
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-700- 3.37% |
$69.9K - $98.6K
|
20.1K
$2.89M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-721- 33.4% |
$72K - $102K
|
1.44K
$207K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-800- 2.32% |
$79.9K - $113K
|
33.8K
$4.86M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-930- 1.35% |
$92.8K - $131K
|
68K
$9.8M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09K- 4.87% |
$109K - $153K
|
21.2K
$3.06M
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 29.81% |
$113K - $160K
|
2.67K
$384K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 0.09% |
$130K - $184K
|
1.51M
$218M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.33K- 4.45% |
$133K - $188K
|
28.6K
$4.12M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.41K- 3.9% |
$141K - $199K
|
34.9K
$5.02M
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 6.98% |
$150K - $211K
|
20K
$2.88M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.74K- 4.41% |
$174K - $245K
|
37.7K
$5.43M
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$290K
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.8K- 0.77% |
$180K - $254K
|
232K
$33.4M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.81K- 0.92% |
$180K - $255K
|
195K
$28.1M
|