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
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.91K- 52.26% |
$190K - $268K
|
1.74K
$251K
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.95K- 26.83% |
$195K - $275K
|
5.33K
$767K
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.28K- 0.51% |
$227K - $321K
|
442K
$63.6M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.84K- 22.33% |
$283K - $399K
|
9.86K
$1.42M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.08K- 11.47% |
$307K - $434K
|
23.8K
$3.42M
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.14K- 4.53% |
$313K - $442K
|
66.1K
$9.52M
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-3.2K- 25.68% |
$320K - $451K
|
9.26K
$1.33M
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.28K- 6.13% |
$327K - $462K
|
50.2K
$7.22M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.8K- 1.43% |
$479K - $676K
|
331K
$47.7M
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.92K- 18.57% |
$591K - $834K
|
26K
$3.74M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.51K- 3.63% |
$650K - $917K
|
173K
$24.9M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.39K- 55.38% |
$837K - $1.18M
|
6.76K
$973K
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-11.4K- 12.17% |
$1.14M - $1.61M
|
82.5K
$11.9M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.1K- 53.47% |
$1.51M - $2.13M
|
13.1K
$1.89M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-17.2K- 14.86% |
$1.72M - $2.42M
|
98.5K
$14.2M
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-20.5K- 20.78% |
$2.04M - $2.88M
|
77.9K
$11.2M
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-21.9K- 44.47% |
$2.18M - $3.08M
|
27.3K
$3.93M
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-53.8K- 5.66% |
$5.37M - $7.58M
|
896K
$129M
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-56.7K- 25.74% |
$5.66M - $7.98M
|
163K
$23.5M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-107K- 90.24% |
$10.7M - $15.1M
|
11.6K
$1.67M
|