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
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 29.81% |
$113K - $160K
|
2.67K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.24K- 6.39% |
$123K - $174K
|
18.1K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 0.09% |
$130K - $184K
|
1.51M
$213M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.33K- 4.45% |
$133K - $188K
|
28.6K
$4.03M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.39K- 2.42% |
$139K - $196K
|
56K
$7.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.41K- 3.9% |
$141K - $199K
|
34.9K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.42K- 1.24% |
$142K - $200K
|
113K
$16M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 6.98% |
$150K - $211K
|
20K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.53K- 14.81% |
$153K - $215K
|
8.79K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.74K- 4.41% |
$174K - $245K
|
37.7K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.8K- 0.77% |
$180K - $254K
|
232K
$32.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.81K- 0.92% |
$180K - $255K
|
195K
$27.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.9K- 2.13% |
$190K - $267K
|
87.3K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.91K- 52.26% |
$190K - $268K
|
1.74K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.95K- 26.83% |
$195K - $275K
|
5.33K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.05K- 8.4% |
$205K - $289K
|
22.4K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.28K- 0.51% |
$227K - $321K
|
442K
$62.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.52K- 8.07% |
$252K - $355K
|
28.7K
$4.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.84K- 22.33% |
$283K - $399K
|
9.86K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.89K- 32.18% |
$289K - $407K
|
6.09K
$859K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.08K- 11.47% |
$307K - $434K
|
23.8K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.14K- 4.53% |
$313K - $442K
|
66.1K
$9.32M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-3.2K- 25.68% |
$320K - $451K
|
9.26K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.28K- 6.13% |
$327K - $462K
|
50.2K
$7.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.48K- 0.58% |
$348K - $490K
|
599K
$84.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.03K- 22.58% |
$402K - $567K
|
13.8K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.5K- 22.82% |
$449K - $633K
|
15.2K
$2.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.8K- 1.43% |
$479K - $676K
|
331K
$46.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.61K- 71.58% |
$560K - $790K
|
2.23K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.67K- 1.7% |
$566K - $798K
|
328K
$46.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.92K- 18.57% |
$591K - $834K
|
26K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-6K- 38.79% |
$599K - $845K
|
9.47K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.18K- 4.26% |
$616K - $870K
|
139K
$19.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.51K- 3.63% |
$650K - $917K
|
173K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.39K- 55.38% |
$837K - $1.18M
|
6.76K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-11.4K- 12.17% |
$1.14M - $1.61M
|
82.5K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.1K- 53.47% |
$1.51M - $2.13M
|
13.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-17.2K- 14.86% |
$1.72M - $2.42M
|
98.5K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-20.2K- 23.34% |
$2.02M - $2.85M
|
66.4K
$9.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-20.5K- 20.78% |
$2.04M - $2.88M
|
77.9K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-21.9K- 44.47% |
$2.18M - $3.08M
|
27.3K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-22.5K- 54.38% |
$2.25M - $3.17M
|
18.9K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-53.8K- 5.66% |
$5.37M - $7.58M
|
896K
$126M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-56.7K- 25.74% |
$5.66M - $7.98M
|
163K
$23M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-107K- 90.24% |
$10.7M - $15.1M
|
11.6K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-242K- 25.28% |
$24.1M - $34.1M
|
715K
$101M
|